Brian Leroux Email & Phone Number

Calgary, Ab, Ca

Calgary, Ab, Ca

Calgary, Alberta, Canada

Managed a team of underwriters to complete over $65 million of land secured applications annually for Client Care Acquisitions department while also managing a team responsible for over 100,000 interactions with clients annually. Coordinated the launch of platform enhancements, increasing digital sales lending volume by over 100% while enhancing customer satisfaction by working closely with partners and frontline team to ensure user-friendly interfaces and robust security measures tailored to the products were in place. Trained and maintained a top performing team that achieved top sales, retention and engagement in the department. Won the 2024 "Jen Ooms Spirit Award" for delivering great experiences, challenging the status quo and recognizing others while lifting them up. This was among 200 employees in the department, I’m the first and only leader to win the award. Collaborated with Risk and Fraud departments to develop, customize and adjust security measures for the digital space as well as mortgage underwriting. This resulted in consistent achievement of sales goals and falling within risk appetite.

Calgary, Alberta, Canada

Fully hired and trained a team of 12 for the launch of our new proprietary onlinesales product as well as collaborating with partners to launch and upgrade ourchatbot/click to chat with human experience.Achieved a 25% increase in customer satisfaction scores over six months byimplementing data-driven training programs for a remote team using CRM tools,conversation transcripts and regular performance feedback (coaching)sessions.Partnered with numerous project managers and integration specialists in orderto both advance digital sales (by orders of magnitude) as well as meet legal andrisk requirements.For a full quarter in 2021, I acted as the sole sales manager in my departmentfor personnel reasons, covering 4 teams for sales application reviews as well ascoaching, hiring and termination decisions. I received recognition for completingthis task without allowing sales performance or client satisfaction or employeeengagement to dip through this transition.

Calgary, Alberta, Canada

Took over a phone sales team of 14 that was struggling with sales, clientsatisfaction and engagement. Increased team engagement 18% and ClientSatisfaction by 10% and sales performance by 15% in one quarter.Managed a temporary digital solution by working with project managers andaccepting 5 new team members responsible primarily with digital sales.Spearheaded email solution rolled out to .com to be serviced by my team inMarch 2020 that was needed as a result of Covid crisis volumes.

Calgary, Alberta, Canada

Reorganized Team Meetings and Coaching in order to increase teamconsistency and performance. Resulting in a productivity increase 20%+ as wellas an employee engagement score increase of 10%.Utilized change management and leadership skills to assist in absorbing adigital service team to a digital sales team. Achieved significant and consistenthigh employee engagement throughout this integration process.Accepted a temporary assignment for a quarter in 2019 to take over a serviceteam and assist with training as well as personnel changes. Team performance(productivity) increased 30% throughout this process. This was achievedthrough data analysis and clear, empathetic results based coaching.

Calgary, Alberta, Canada

Funded 12 million worth of mortgages in Q1 of 2017 through exceptional serviceand credit underwriting skills. Placing myself in the top 1% for revenueperformance in the organization.Won “Iron Roster” for exceptional sales performance for 2017, this is an awardgiven to under 5% of those eligible at ATB.Implemented numerous process improvement changes and ideas through membership inan employee action committee

Won "Best of the Best" award in 2015 for having the top retail sales in Calgary.Maintained a client book of 1200 at the branch and achieved top sales with asolid pipeline due to effective data driven customer outreach.Modeled and assisted new customer service/sales tools and provided technicalassistance for colleagues who struggled with the tools.

Increased Customer Satisfaction by 17% over 2 quarters through effective datadriven coaching and observation.Productivity increased 9% through data analysis and effective personnelmanagement.

Registered Financial And Retirement Advisor

Investment Funds In Canada, Mutual Funds