Devanshu ( Dev ) Patel
Small Business Advisor @ Innovation Federal Credit Union
About
At Innovation Federal Credit Union (IFCU), our team's commitment to cultivating robust relationships within the business market is paramount. My expertise in financial advising and small business banking fortifies our client's endeavors, ensuring their success and retention. With a focus on comprehensive advice, I'm not just a Business Advisor ; I'm a trusted partner to small business owners. Previously at Scotiabank and RBC, the collaboration with colleagues and the local business community was instrumental in creating a customer-centric environment. We excelled in new business development, underscored by meticulous service standards and strategic lending solutions that propelled our clients' businesses forward. These experiences are the bedrock of my professional journey, shaping a mission to empower economic growth through tailored financial guidance.
Canada
North Battleford
Financial Services
Small Business Banking, Financial Risk Management, Relationship Management, Problem Solving, Communication, Mortgages, Lending, Loans, Business Development, Agricultural Lending, New Business Development, Commercial Banking, Credit, Mortgage Lending, Stock Market Analysis, Analytics, Cost Management, Financial Analysis, Financial Services, Technical Analysis
Experience
Small Business Advisor
Innovation Federal Credit Union
North Battleford, Saskatchewan, Canada
Relationship Manager - Business Market
RBC
North Battleford, Saskatchewan, Canada
Small Business Advisor
Scotiabank
North Battleford, Saskatchewan, Canada
Managing an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank’s Service Standard. Creating a strong presence within the local business community by developing relationships with various Centres of Influence. Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses. Partner with fellow advisors to create a customer centric environment.
Small Business Advisor
Scotiabank
Shellbrook, Saskatchewan, Canada
Managing an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank’s Service Standard. Creating a strong presence within the local business community by developing relationships with various Centres of Influence. Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses. Partner with fellow advisors to create a customer centric environment.
Branch Manager
Money Mart
Regina, Saskatchewan, Canada
Customer Service Representative
Money Mart
Regina, Saskatchewan, Canada
Helping Customers with: Cashing Cheques Issuing Money Orders Selling Prepaid Mastercard and Loads Money transfer with Western Union Helping to file Tax returns CSRC Coach for new hire
Storefront
Tim Hortons
Toronto, Canada Area
Customer Service
Assistant Accountant
Hindustan Sales, Gujarat, India
Ahmedabad Area, India
# Managing accounts, # Keeping records about accounts payable and accounts receivables.
Intern as Management Trainee in Costing Projects
Agew Steel Manufacturers Private Limited
Ahmedabad Area, India
Education
Humber College
Business Management In Financial Services
Successfully Completed the Canadian securities course (CSC) Part 1- &Part-2 during the college , Personal Financial Planning (PFP) Part 1 & 2
Devanshu ( Dev ) Patel's Contact Information
Phone
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