Alliances & Partnerships

Co-branding;
Loyalty & Rewards Programmes;
Strategic Alliances & Co-operative Models

Channels

ATMs;
Branches & Stores;
Contact Centres;
External Services;
Third Party Sellers

Commercial/Retail Products & Services

Cards;
Credit Products;
Customer Incentives;
Deposits;
Insurance;
Investments;
Merchant Services;
Payments

Enterprise Management & Operational Processes

Business Continuity Planning;
Business Line Profitability;
Change Management;
Communications & Content Strategy;
Enterprise Governance;
Process Optimization;
Programme/Project Management;
Sales & Service;
Shared Services;
Supply Chain Optimization;
Transformational Strategy

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Banking – Global Top 50 – Scotiabank​

Sales & Service

  • Led implementation of the end to end re-engineering program to enhance delivery of the retail sales and service disciplines and productivity across the Caribbean

  • Established external sales teams in St Lucia, Belize, Guyana, and Barbados and enhanced existing external sales force delivery platforms in Trinidad and Tobago and Jamaica.

  • Led a network of 18 branches and 582 staff in the Bahamas . Exceeded sales goals by 50%. Created central collection unit and reduced delinquency by 10%.

  • In Trinidad & Tobago, led 24 retail branches, 3 sales centres, external sales force of 25, and a life insurance company of 25 (total staff 800). Exceeded goals—deposits by 19% and retail loans by 58% with focus on higher yielding assets such as credit cards and auto loans.

Operations

  • Led the internal Trinidad & Tobago bank including centralized processing support center, real estate, human resources and training programs, finance and treasury, security and investigation, administration, special projects, data center operations, call center operations, etc.

  • In-country assignments included Haiti, Antigua, Barbados, US Virgin Islands, and Jamaica.

  • Head Office assignments include Commercial Credit Risk Management, Internal Audit., Branch Operations and Sales & Marketing

Finance & Treasury

Asset/Liability Management;  Balance Sheet Management;  Capital & Expense Management;  Customer & Product Profitability;  Financial Crisis Recovery Planning;  Liquidity Management;  Market Risk Management

Mergers, Acquisitions & Integration

Channel Integration;  Customer Retention;  Due Diligence;  Product Integration

Payment Systems

Payments Governance Structure

Risk & Compliance

AML, CFT, KYC;  Capital & Liquidity Adequacy;  Credit Risk;  Fraud & Security;  Monitoring & Reporting;  Risk Management

Teaching & Training

1-5 Day Intensives;  Individual or Small Group Coaching;  Manuals & Toolkits;  Seminars

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