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Work Background
TealstreetConsultingFinance and Business Strategist. Financing Consultant.
May. 2019Cambridge, Ontario, Canadawww.financingconciergeservice.com
www.tealstreetconsulting.com
At TealsteetConsulting we develop the best plans to help businesses achieve their long-term and short-term financial goals. Our focus - Increasing sales, visibility and profitability. We help our clients understand the connection between customer satisfaction and profitability.
We Secure funding for clients in the form of personal and business loans to help with scalability and growth.
Consistent sales training, finance training, SaaS applications and management, P&L reviews, Inventory control and schedule management are key parts of the role resulting in high success rate in deliverables.
At Tealstreet we make sure our clients are well versed and prepared to pivot with the changing business environment.
Our partnerships with accountants, real estate agents, attorneys, and other professionals is key in achieving shared short and long-term goals.
We believe customers are earned rather than bought, so we focus on providing value with distinction training and best customer support retention practices.
FinanceitRegional Sales Manager
Sep. 2016 - Apr. 2019Toronto, Ontario, CanadaEstablishing key partnerships and maintaining relationships with home renovation/improvement companies. Persistently rebuilding brand identity/awareness after acquisition, by conducting retention site visits, creating and delivering RFP’s and business presentations. Selling Financeit’s SaaS program to corporations of all sizes.
Facilitating partner trainings, providing detailed information on financing process/products, while offering guidance on successful implementation of financing strategies to help impact profitability, as part of the partner sales process.
TDRegional Sales Manager
Jan. 2014 - Aug. 2016South West OntarioSuccessfully transitioned through multiple positions, starting as Customer Service Lead, receiving promotion to Internal Business Officer and subsequently Regional Sales Manager; recognized by management for exceptional work ethic, demonstrating self-initiative and drive to reach key objectives.
Oversaw Southwestern Ontario sales territory, covering areas ranging from Mississauga, Windsor and Owen Sound, successful securing new business through loan originations.
Managed multiple activities which included performing site visits, attending business events, conducting presentations, implementing and delivering RFP’s, facilitating dealer training and executing company campaigns/promotion.
Employed strong communication and interpersonal skills, interacting across internal departments and communicating with credit managers and national managers, aligning key objectives to retain customers and enhance service.
TDInternal Business Officer
Jul. 2012 - Jan. 2014financial institutionInternal Sales for the Home Improvement division at TD. My role included dealer management, solicits, finance training, relationship building, brand awareness and building territories. Spearheaded the Building of the Home Improvement brand in Manitoba and the western territories.
Organizing and participating in trade shows. Traveling the GTA and surrounding areas to visit dealerships for training on selling financing, brand credibility and seminars.
Gained valuable experience in credit adjudications, reporting and escalations.
Worked closely with credit analysts to help rectify dealer concerns, approval ratios and relationships.
Worked closely with Dealer Maintenance to ensure dealers accounts and affairs are always up to date.
TDCustomer Service Team Lead
Jan. 2011 - Jul. 2012
ScotiabankBranch Redirect Associate
Mar. 2009 - Apr. 2010Toronto, Ontario, CanadaProviding premium customer service to current, new and prospective clients.
High volume Inbound and Outbound calling. Meeting all expected SLA's and Targets.
Servicing all Scotiabank branches from all provinces and overseas.
Upselling bank services, investments, mortgages and bank accounts.
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