Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
RBCVice President, Commercial Banking
Sep. 2022Vancouver, British Columbia, CanadaInspire, motivate and engage a team of sales professionals to deliver a highly differentiated client experience. Provide leadership, direction and ongoing coaching to build employee engagement and achieve market and sales objectives. Collaborate with Client Relationship Team and RBC partners in various lines of business to enhance client loyalty and grow revenue by acquiring new clients and deepening existing client relationships. Key Accomplishments: • Top Performing Team: Sales Plan Achievement, New Client Acquisition, and Net Promoter Score • Industry Expertise: Income Producing Properties, Construction Services, Supply Chain, and Retail & Hospitality • Executive Sponsor BC NextGen • 2023 & 2024 Co-Chair RBC Canadian Women Entrepreneur Awards • 2023 & 2024 BC Diversity Leadership Council Member • 2022 Co-Chair Leadership Giving
RBCDirector, Role Strategy
Aug. 2021 - Sep. 2022Toronto, Ontario, CanadaLed and supported numerous advisor and leader role strategic initiatives, and collaborated with partners in Business Financial Services and across RBC on significant change management initiatives, including the launch of BFS Future Ready & Senior Commercial Markets, the Credit Advisory role review, and the Client Relationship Team. Ensured that our strategic direction was the foundation for a tactical execution plan which is aligned to client expectations. Key Accomplishments: • Credit Advisory Role Evolution • Evolving the Client Relationship Team Engagement Model • Senior Commercial Markets Strategy and Implementation • Business Owner Planning Re-ignite • 2022 P&CB Team of the Year Award: BFS Future Ready • 2022 Q2 ONE RBC Team Awards Recipient: BFS Future Ready & Diversity and Inclusion
Canada Games CouncilBoard Member, Chair, Equity, Diversity and Inclusion Committee
Sep. 2020 - Dec. 2021
RBCRegional Enablement Coach
Sep. 2019 - Jul. 2021Toronto, Ontario, CanadaAccountable for driving business performance, leadership effectiveness and advisor productivity for ~133 FTE in CFS, through Practice Management Routine coaching and embed and sustain routines. Acted as a steward of National Office Strategy in order to embed and sustain strategic initiatives, both regional and national, and served as a feedback channel from the region back to National Office. Engaged in a variety of strategic and workforce planning initiatives as well as the (re) development of regional strategic priorities. As a result of COVID-19, a primary focus was supporting leaders with the utilization of our internal client relief programs and the Government of Canada Relief Programs. Additionally, I provided support in upskilling credit capabilities on large commercial clients and digital adoption to deliver advice and service via alternative channels. Key Accomplishments: • 2020 ONE RBC Team Award Recipient • 2020 Q2 Royal Performance Award Recipient. Recognized by the Business Enablement Team for support provided on the Government of Canada COVID Relief Programs and internal Client Treatment Plans • 2020 Q2 Royal Performance Award Recipient. Recognized by the GTR Regional Banking Team for support provided to the Commercial Banking Leadership team as a SME pertaining to the Government of Canada COVID Relief Programs and internal Client Treatment Plans • 2020 Employee Giving Campaign Champion • Mentor to new to role Regional Enablement Coaches
RBCSenior Commercial Account Manager
Feb. 2017 - Aug. 2019Toronto, Ontario, CanadaServed as a strategic advisor to complex and ultra-high net worth clients in the Construction and Real Estate industry. Specialized in providing financing solutions through relationship management and sound financial analysis. Sourced and assessed large commercial credit relationships including commercial mortgages and construction projects in various asset classes, negotiated pricing and structuring, and presented transactions to the Real Estate Committee for capital allotment. Managed a portfolio with $260M in loan receivables and $179M in deposit receivables, generating over $5.3M in annual revenue. Consistently achieved region leading results in sales and portfolio quality. Executed the RBC Business Owner Planning value proposition which delivered a highly differentiated client experience and achieved top box client loyalty. Key Accomplishments: • 2019 Silver Award Recipient • June - August 2019 Interim VP • 2019 Co-Chair RBC Canadian Women Entrepreneur Awards • 2018 & 2019 National Commercial Account Manager Engagement Team Member and Portfolio Quality Champion • 2018 Gold Award Recipient • 2018 Private Banking/Commercial Financial Services Partnership Award Recipient • Multiple Royal Performance Quarterly Award Recipient • 2017 Employee Giving Campaign Champion • Consistent Mentor to New Commercial Account Managers • Chair Royal Performance Committee for Toronto Construction & Real Estate
RBCCommercial Account Manager
Jan. 2014 - Jan. 2017Toronto, Canada AreaAs a Construction and Real Estate Industry Specialist, I partnered with Construction Trade Companies, Real Estate Investors and Developers, and Property Management Companies to achieve revenue goals, acquire new properties and equipment, finance equity take-outs, and helped support day to day cash flow. As the primary point of contact, I provided sound business and financial advice through the utilization of various credit facilities which involved partnering with departments such as Commercial Mortgages, Leasing, Treasury, Group Advantage, and Trade Finance. I ensured that my clients' full financial needs were met through partnering with internal partners such as Private Banking, PH&N, Dominion Securities, and Retail Banking. Key Accomplishments: • Nominated as an RBC Convention Finalist • Multiple Royal Performance Quarterly Award Recipient • Chair Royal Performance Committee for Toronto Construction & Real Estate • Consistent Mentor to New Commercial Account Managers
CitiBranch Manager
Jan. 2010 - Jan. 2014Markham and Pickering Ontario, CanadaProvided leadership and direction on all branch operations, including training and developing team members to achieve objectives, process credit approvals, collections, insurance claims, foreclosures, and compliance. Conducted performance management assessments and developed training plans to guide career development while driving employee engagement. Performed credit analysis on all branch applications to ensure quality lending decisions were made in addition to managing a broad range of branch collections. Team members were actively engaged in these efforts and through their integrity in doing what is right, the branch achieved a continuous improvement in branch losses cultivating the lowest loss percentage and the highest profitability percentage in the district. Completed monthly branch compliance assessments to ensure procedures adhered to policies and this resulted in a strong internal audit performance record. Conducted District Manager Reviews to test for compliance levels in GTA branches and developed action plans in partnership with the corresponding Branch Managers to improve compliance in the branches. Key Accomplishments: •Top performing Branch Manager for Ontario 2012 and 2013 •Incentives Champion for the Toronto District 2009-December 2013
CitiBranch Manager
Jan. 2010 - Jan. 2014Markham and Pickering Ontario, CanadaProvided leadership and direction on all branch operations, including training and developing team members to achieve objectives, process credit approvals, collections, insurance claims, foreclosures, and compliance. Conducted performance management assessments and developed training plans to guide career development while driving employee engagement. Performed credit analysis on all branch applications to ensure quality lending decisions were made in addition to managing a broad range of branch collections. Team members were actively engaged in these efforts and through their integrity in doing what is right, the branch achieved a continuous improvement in branch losses cultivating the lowest loss percentage and the highest profitability percentage in the district. Completed monthly branch compliance assessments to ensure procedures adhered to policies and this resulted in a strong internal audit performance record. Conducted District Manager Reviews to test for compliance levels in GTA branches and developed action plans in partnership with the corresponding Branch Managers to improve compliance in the branches. Key Accomplishments: •Top performing Branch Manager for Ontario 2012 and 2013 •Incentives Champion for the Toronto District 2009-December 2013
CitiInterim Branch Manager
Jul. 2007 - Dec. 2009Edmonton, AB, Markham, ON and Richmond Hill, ON•2009 Chairman’s Forum Winner •2009 FasTrack program mentor •2008 Edmonton District Sales Manager •Successfully completed numerous Interim Branch Manager assignments in different lending markets including Edmonton and throughout the greater Toronto area.
CitiInterim Branch Manager
Jul. 2007 - Dec. 2009Edmonton, AB, Markham, ON and Richmond Hill, ON•2009 Chairman’s Forum Winner •2009 FasTrack program mentor
•2008 Edmonton District Sales Manager
•Successfully completed numerous Interim Branch Manager assignments in different lending markets including Edmonton and throughout the greater Toronto area.
CitiBranch Manager Trainee
Nov. 2005 - Jun. 2007Edmonton, Canada Area•2007 FasTrack Graduate - An accelerate Branch Manager training program.
CitiBranch Manager Trainee
Nov. 2005 - Jun. 2007Edmonton, Canada Area•2007 FasTrack Graduate - An accelerate Branch Manager training program.
Intch is a Professional Networking App for the Future of WorkSee more people like Karen on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
501187 people
16
Managing Partner @ Havas Media Group
18
Founder, Chief Consultant @ DiGiForces
20
Founder/CEO @ GEMXX CORP
134437 people
16
Managing Partner @ Havas Media Group
18
Founder, Chief Consultant @ DiGiForces
20
Transportation Conolianfe & Regulatory affairs @ Alberta Motor Trabsport Association