Jeffrey M Biers

Doer
DISC Type : sd

Senior Client Relationship Manager at Scotiabank

Calgary, Alberta, Canada

Overview

Jeffrey is a Senior Client Relationship Manager at Scotiabank with over two decades of experience in commercial and private banking. He specializes in creating tailored credit solutions, facilitating M&A financing, and working with Indigenous communities and businesses. He holds a diploma from the Southern Alberta Institute of Technology.

Personality Overview

Strategic Planner

Risk-Accepting

Results Focused

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Indigenous Relations
His work is focused on supporting Indigenous communities and Indigenous-led businesses, often sponsoring and participating in local cultural and community events.
Custom Credit Solutions
He focuses on providing tailored and bespoke credit solutions for successful businesses, acting as a collaborative problem solver for his clients' financial needs.
M&A Financing
Highlights facilitating M&A financing as a key part of his expertise, assisting clients in navigating complex business acquisition and merger transactions.

Media Appearances

Jeffrey has no verified media appearances

Work History

3-2025
Senior Client Relationship Manager at Scotiabank
5-2021 - 3-2025
Private Banker at Scotiabank
4-2019 - 5-2021
Senior Client Relationship Manager at Scotiabank
11-2017 - 2-2024
President at South Fish Creek Recreation Association
10-2015 - 11-2019
Board Treasurer at Calgary Sabrecats Lacrosse Association

Education

5-2023 - 5-2023
Governance Essentials Program from Institute of Corporate Directors
1998 - 2001
Diploma from Southern Alberta Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 16 Location : Calgary, Alberta, Canada Job Level : Middle Designation : Senior Client Relationship Manager at Scotiabank
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Insights For Selling To Jeffrey M

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Use phrases like 'your team deserves', 'best in class' etc.
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey M is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeffrey M

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeffrey M move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeffrey M take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeffrey M

Personality Compatibility


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