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Jeffery Willoughby, MBA

Jeffery Willoughby, MBA

Montreal, QC

Project Leader at National Bank of Canada


National Bank of Canada

Project Leader

Responsible for the start-up, planning, execution and closure of multiple small business-line projects, as well as the management and delivery of business requirements in large corporate projects.

- Created and produced a front line communications tools for change management by identifying a communications weakness in the line of business.
- Integrated business processes between two financial institutions by successfully coordinating and documenting operational procedures.
- Acted as a mobile training specialist to key partner’s employees across Canada, ensuring product and procedural knowledge, resulting in recognition from the Vice President on two occasions.
- Identified and communicated the sector’s business and change management requirements on a team responsible for the launch of a mobile banking solution, resulting in the successful delivery of four customized solutions, earning corporate wide recognition from the First Vice President.
- Assumed the lead for the sector of an IT project following the departure of a colleague, delivering on time, in scope, and in budget a customized after-sales component in
- Consistently maintained satisfaction of stakeholders and provided added value to the projects delivered, through efficient planning, strong communication skills, development of solid relationships, and rigorous follow-ups.

Career medium 04
Career medium 03

National Bank Financial Group

Senior Banking Services Advisor

Lead the day-to-day operations of a team responsible for personal financing portfolios affiliated to the Bank’s strategic insurance partners.

- Advised and supported management on operational issues, positively influencing the decision-making process and ensuring efficient and harmonious operations.
- Trained and coached team members on specialized products and procedures, helping them develop professionally and ensuring business continuity.
- Capitalized on referrals of high net worth clients, by drawing on pan-Canadian sales and credit underwriting knowledge, resulting in the successful completion of complicated personal financing requests of up to $5M.
- Informed, educated and negotiated with clients on how to resolve loan security deficits, while maintaining their satisfaction, and mitigating the portfolio risk, earning sectorial recognition from senior management.
- Increased profit margins through the rigorous management of rate latitudes.


National Bank Financial Group

RRSP Campaign Manager & Senior Advisor Operations Support

Responsible for the RRSP loan campaign operations and for providing support to the operations teams with respect to procedures & reporting.

- Planned and managed the execution of the 2007/2008 RRSP loan campaign that resulted in the processing of over 20,000 applications and the granting of $133M in new loans over a four-month period, earning sectorial recognition from senior management.
- Coordinated, with the projects team, the negotiation of operational agreements with internal and external stakeholders and service providers to ensure the efficient execution of the campaign
- Projected and planned human resource requirements based on historical data, thus ensuring sufficient capacity for the processing of loans and the answering of incoming calls.
- Increased operations efficiency through the identification and resolution of process inefficiencies.

Career medium 03
Career medium 02

National Bank of Canada

Banking Services Advisor - Advisor Banking Centre

Responsible for the processing of referred personal financing requests as well as responding to incoming calls from clients and partners with respect to requests in progress or completed requests.

- Developed and maintained client loyalty through efficient work, managing expectations, taking ownership and delivering on promises, resulting in repeat business and increased referrals, earning sectorial recognition from management.
- Achieved the status of system super-user following the launch of a new sales platform, creating an additional support channel for colleagues and facilitating the rapid adoption of the new platform.
- Presented banking products, benefits and sales techniques to external distributors across Canada that resulted in increasing brand recognition and business referrals.


Berkshire Financial Group

Financial Advisor

Vermont National Bank

Personal Banker & Teller

Willoughby Insurance Agency

Insurance Broker

- Property & Casualty Insurance License

McGill University

MBA, Business Administration and Management, General

University of Vermont

BA, Chemistry & Business