Greg Stevens
senior relationship manager at td auto finance@ TD Auto Finance
Vancouver, British Columbia, Canada
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Greg Stevens is a highly experienced Commercial Relationship Manager with 16.9 years of work experience. He possesses a wide range of skills including wealth management, retirement planning, investments, portfolio management, and investment strategies. Based in Vancouver, Canada, Greg is known for his expertise in ensuring regulatory compliance, minimizing operational risk, and assessing client credit requests. He excels in negotiating fair pricing with commercial clients and managing large workloads. Greg's time management, efficiency, and intelligent work habits ensure that he consistently delivers the highest level of service to his Business clients.
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Skills & Insights
Colleagues

Emails and Phone Numbers

@td.com
@tdautofinance.com
@shaw.ca
@td.com
+1 416983****
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About

As a Commercial Relationship Manager I wear many hats. My responsibilities are wide ranging but are focused around a few key activities, such as; Oversight of business accounts ensuring regulatory compliance, and minimizing operational risk; Assessing client credit requests, determining inherent deal risk, and recommending appropriate deal structure while applying a high degree of risk assessment and analysis within the credit recommendation; Negotiating fair pricing with Commercial clients while ensuring appropriate Risk Adjusted Return on Credit is realized. I manage a large workload, with many competing priorities. Time Management, efficient work habits, and intelligently managed processes ensure I continue to deliver the highest level of service to my Business clients.

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Work Experience

27777 Inkster Rd, Farmington Hills, 48333, US

Banking

1036
Phone
+1 8005568172
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Greg Stevens's Professional Milestones

  • Financial Services Representative (2006-12-01~2007-11-01): Achieved record-breaking financial results through data analysis and actionable insights.
  • Private Client Service Associate (2009-03-01~2010-03-01): Efficiently handled clients' personal issues, ensuring seamless collaboration and satisfaction.
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Education

UBC Sauder School of Business
UBC Sauder School of Business

Accounting

2013-2015
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