Jonathan Tse Email & Phone Number

Calgary, Alberta, Canada

- Enhanced customer experience by providing industrial customers with solutions that meet their energy needs- Guided customers through ATCO's distribution process and the AESO Connection Process- Developed and executed strategic account plans- Negotiated and closed wire opportunities

Calgary, Canada Area

▪ Developing and maintaining relationships with customers by supporting them through the Alberta Electric System Operator (AESO) Interconnection process.▪ Leading customers through project management, contracting and financial security process.▪ Managing customer expectations and keeping customers informed regarding costs and schedules.▪ Developing subject matter expertise in electrical transmission and the AESO customer interconnection process, as well as a network of internal and external experts, in order to support decision-making and develop effective engineering solutions.▪ Customer process monitoring and monthly metrics reporting, including identification for process improvement opportunities.▪ Improving customer experience through working with key functions such as managing customer surveying, feedback process analysis, quarterly reporting to executive team, and hosting customer events.

Calgary, Canada Area

 Acted as the primary field resource for all of the private client service products with the primary emphasis on high networth clients. Delivered a complete long range of financial strategies for high networth clients using the optimal mix of services for portfolio growth, estate planning, asset protection and tax minimization. Coach, train, and motivate the retail branch sales staff through persuasive presentations, workshops and coaching session to increase confidence and awareness of existing and new private client service products and the relevant customer benefits. Developed and led local marketing initiatives within the designated territory (TDW PCG, Client Seminars, Multi-Partner Events, and Community Involvement). Contributed to the regional sales goals and cost controls through effective liaison and partnership with the branch distribution channel management and their sales staff (Branch Managers & Sales Officers). Obtained $150,000 in first year fees within the first fiscal year.

Calgary, Canada Area

 Maintained awareness of local market conditions, competitor operations, and other significant factors that would lead to issues or opportunities for Sky Financial. Oversaw credit quality of the Sky Financial's portfolio by understanding and implementing credit guidelines and policies. Maintained underwriting authority by demonstrating consistent sound loan judgment to over 20 lenders. Maintained Sky Financial internal control standards, including timely implementation of internal and external audit points together with any issues raised by RECA. Led and developed an effective team through communication, performance management, development plans and reward/recognition practices. Cultivated an environment that supports diversity and reflects the Sky Financial Brand. Managed internal and external sourcing for business development. Managed internal business development through relationship management of existing clients and leads. Managed external business development through home builders, realtors, and bank networks. Exceeded regional sales targets by 10-15% while utilizing efficient business development, marketing, and sales skills.

Calgary, Canada Area

 Acted as the primary field resource for all of the Creditor Insurance products with the primary emphasis on the channel distribution network. Assess relevant data and information to implement regional sales strategies, identify business opportunities and provide input and assistance in resolving impediments to business growth. Based on input from the field, contribute ideas and tactics back to ScotiaLife Financial - Insurance Canada - Creditor Insurance executives and the regional insurance sales management team. Coach, train, and motivate the retail branch sales staff through persuasive presentations, workshops and coaching session to increase confidence and awareness of existing and new Creditor Insurance products and the relevant customer benefits. Assisted in developing a regional business plan that will result in increased cross selling, stronger market share and higher knowledge level among field staff of the protection products offered in relation to credit products and their benefits to clients. Success will be determined by your ability to achieve aggressive sales growth within the region through the retail branch network. Contributed to the regional sales goals and cost controls through effective liaison and partnership with the branch distribution channel management and their sales staff (Branch Managers & Sales Officers). Exceeded regional sales targets by 10-15% while utilizing efficient business development, marketing, and sales skills.