Chieh-Jen ( Brian ) Wu Email & Phone Number

Australia

Brisbane, Australia

• As a designated officer (which is equivalent to an Assistant Bank Manager role), Acted as the first line of communication in the absence of the bank manager
• Leveraged strong presentation and mentoring skills to train, coach new bank staff with conversation technique in identifying sales opportunities for the branch.
• Supervised teller staff and while assisting the training and development of teller staff
• Experience building & maintaining an internal and external customer lead network
• Resolved escalated customer service issues
• Continually improved banking center performance, operational excellence and associate proficiency, created workforce stability by cultivating an engaged, spirited and well coached team

Brisbane, Australia

• Building relationships and managing SME enterprise business customers
• Deepen relationships by having needs based conversations across the full spectrum of your customers banking needs, from cash flow to transaction, lending to payments, business and consumer
• Provide meaningful and proactive solutions for client and establish referral channel and cross sale to another business unit
• Understand the business market, build business acumen and provide advice based on individual customer needs
• Cultivate and convey pipeline opportunities
• Assessing credit application and credit worthiness of the applicants

Brisbane, Australia

• Assisting to manage HNW and UHNW Clients portfolio sizes $15M+
• Identifying new to bank opportunities from other Business Units such as, Business, Institutional and Retail Banking
• Exceptional stakeholder management skills and the ability to influence and drive a strategic agenda – as proven by track record of winning new clients through the development of relationships and having proactive and.
• Excellent interpersonal, verbal communication and written communication skills in English, Mandarin and Cantonese
• Strong networking skills proven by established relationships with key contacts in business and representations in high profile business events
• Working closely with new clients and existing clients in providing finance based solutions

Queensland, Australia

• Exceptional relationship building and business development skills – as proven by track record of winning new clients through the development of relationships with local real estate agents, accountants and business.
• Exceeding sales targets and identifying cross sell opportunities to other Teams such as Private Wealth, Financial Planning and Small Business.
• Excellent interpersonal, verbal communication and written communication skills in English, Mandarin and Cantonese
• Excellent analytical and problem solving skills
• Customer focused and ensuring the client’s needs are met by working closely with other business unit to assist clients in developing appropriate investments and insurance strategies.
• Strong desire to work in a team environment that is focused on product sales

Brisbane

• Meeting with vendors and salespeople to order various food and supplies from various companies.
• Setting a budget for wages, supplies and equipment and other expenses the café will have.
• Determining the correct amount to charge for various items on the menu from coffee and beverages through to food items.
• Greeting and talking with customers, getting feedback regarding both items offered on the menu and service to the customers.
• Managing the accounts payable and receivable systems, contracting for bookkeeping and accounting services or completing these tasks themselves.
• Hiring, training, supervising, promoting or firing staff as required. This may also include laying off seasonal staff in some areas.

Brisbane

• Present purchase offers to sellers for consideration.
• Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
• Compare a property with similar properties that have recently sold to determine its competitive market price.
• Advise clients on market conditions, prices, mortgages, legal requirements and related matters.
• Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
• Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.