Brett W Bond

Virtual Small Business Advisor @Scotiabank

Halifax, NS, CA

The dedicated Sr. Virtual Small Business Advisor for 6 branch locations in British Columbia & Alberta, supporting over 1500 clients via virtual capacity. Regularly connecting with clients & conducting high quality conversations to discover their financial and non-financial goals of the future.• Top performer F21-F22-F23 consistently producing Small Business results leading to senior level promotion• Creating and fostering new small business relationships, leading to new bank accounts, investment strategies, new credit and lending solutions, credit insurance, cash management & payments services, and partner referral engagement with Wealth, Private Banking, Commercial Banking, MD Financial, ROYNAT Capital, Healthcare, Agricultural Specialist• Facilitating the credit application process working with Adjudication & Credit Fulfilment teams leading to approved & funded secured lending deals including residential and commercial real estate up to $3MM as well as various business loan purposes• Consistently attentive to my clients needs allowing for the deliverance of excellent advisory, with a focus of allowing my personal brand to lead to future opportunities• Support Small Business clients during the Global COVID-19 Pandemic assisting to receive Government Relief programs and to pivot business models and align their financial needs• Continuously working with new team members to provide mentorship and support through training and launch of full branch coverage• Preservation of existing branch relationships to continuously build team success in the sales environment