Amy Poole

Background

About Amy Poole

An adaptable, innovative, and results-driven Development Leader with extensive experience in coaching, growth, and service management in Banking and Wealth Management- Over 10 years of experience supporting client experience teams in financial planning, advisement, and wealth management as a Coach, Branch Manager, and Regional Manager (among other roles). Strong background in operations, project management, training & development, change management, recruiting, performance measurement, communications, strategic planning, process improvement, and reporting- Demonstrated ability to drive sales growth through team leadership, sales process design, strategy implementation, and client relationship management- Extensive technical background in financial planning, banking services, branch operations, retail/ small business, and human resources management- Core competencies include business planning, portfolio management, workflow management, employee development and training delivery. iLead Coaching Essentials and Crucial Conversations trained- Proven ability to develop high-performing and client-centric teams with a focus on leadership development, employee engagement, and continuity planning- Proficient communication, liaising, and leadership abilities (both working independently and as part of teams). Proven ability to establish a positive rapport with clients, colleagues, superiors, and other professionals while working in fast-paced, service-driven environments.