BRIAN DE JANS

Financial services results-oriented professional with experience in analysis, client relations, sales, credit, investments, A.I. software and tools, administration and training.

• Created documents for a business plan, a joint venture agreement, marketing plans, rental agreements, a sales letter, chapters of a book, standard operating procedures.
• CREATE method of prompt engineering used for product development, sales copy, branding, content creation, a book outline, social media content.
• Data analysis, charts and graphs, video creation and editing, slide presentations, research topics that outlines the source content.

• Achieved top quartile results for revenue generation in lending campaigns and for the renewal of credit products. Renewed mortgages and established mortgages, business and personal lines of credit, consolidation loans and other forms of credit. Completed numerous credit courses with high academic marks.
• Researched and resolved a multitude of corporate and client account inquiries. Analyzed pertinent product benefits to overcome client objections and identified cross-sell opportunities to expand business relationships.
• Trained employees to properly complete and review mortgage documentation and to understand the procedures to establish and administer mortgages. Prepared, reviewed and processed mortgage documentation for numerous mortgages and communicated with clients, branch personnel, solicitors, a brokerage firm and a trustee.
• Analyzed numerous investment and credit courses and literature and obtained high academic marks. Increased knowledge of investment and credit products to become a good resource to team members.
• Completed A.I. projects for image and content generation, prompt engineering, data analysis and document creation and review. Reviewed A.I. tools for research, presentations, marketing, voice cloning, avatars, business and marketing plans and charts and graphs.
• Presented product descriptions, benefits and sales techniques to investment sales employees. Contributed ideas for sales campaigns and performance review enhancements as a member of the Investment Sales Incentive Committee.
• President and Vice-President Education of a successful Scotiabank Toastmasters Club. Participated in two Scotiabank committees, the Rewards and Recognition Committee and The Cross-Functional Rewards Committee.
• Developed a foreign content letter that significantly reduced excess foreign content for self-directed discount trading accounts. Established new methods to inform clients of appropriate investment alternatives.