Patrick Fleury Email & Phone Number

Milwaukee

Menomonee Falls,Wi

Monitor and manage schedules for multiple lines of business. Serve as the primary point of contact for eight call centers in the US and at international sites. Provide real time queue management to assure service levels are maintained. Update schedules, forecasting and reporting to provide both live and historical insight into trends for each line of business.

Menomonee Falls, Wi

Assisted customers with delinquent accounts. Worked to bring accounts current through standard collection practices. Handled inbound calls related to credit card accounts. Provided support to stores processing new account applications. Provided sales and support for online customers.

Glendale, Wi

Coordinated communication between Relationship Managers and clients to ensure compliance of 401(k), Profit Sharing and MPP plans. Performed annual non-discrimination testing,Worked with clients and auditors to assure completion of annual DOL and IRS reporting.

Greater Milwaukee Area

Coordinated communication between Relationship Managers and clients to ensure compliance of 401(k), Profit Sharing and MPP plans. Performed nondiscrimination testing on retirement plans.Processed and filed annual returns/reports as required by the DOL, & IRS.Responsible for setting up new and traditional retirement plans in a daily record keeping system. Resolved conversion related issues in a time sensitive environment. Acted as intermediary between prior record keeper and client.

Greater Milwaukee Area

Developed best practices for servicing of business customers in a call center environment. Audited and tracked sales of personal and business bankers. Provided support for 24-hour call center by maintaining daily and long term staffing schedules. Assisted in call coaching and training of Personal and Business bankers. Launched new call center based business-banking department. Provided account servicing and sales for new and existing customers. Coordinated roll out of new on-line business banking product. Consulted on consolidation of regional call centers.