Patrick Wu Email & Phone Number

Whitby, On, Ca

Toronto, Canada Area

I am the business owner for Canadian Retail Deposit Products. My portfolio comprises of all chequing accounts, personal cheques, safety deposit boxes, travellers cheques, drafts and money orders. I am constantly reviewing the competitive landscape to ensure our products are current, competitively positioned, profitable and meets customers expectations, by designing new products and procedures to anticipate changes in the customer needs.Accountabilities • Manage annual operational budget of 500K to support non-strategic and resolve systemic issues.• Manage cross functional teams and initiatives.• Maintain a strong relationship with development, support, marketing, life cycle, acquisition, legal and compliance to ensure we meet all business requirements.• Dashboard reporting, revenue forecast, and market analysis.Accomplishments• Increased revenue by successfully executing multiple pricing change to our products.• Improved customer experience by enhancing the Student onboarding process.• Improved the Contact Centre onboarding process.• Improved customer experience by changing the Account Dormancy Policy and system functionality. • Enhanced system functionality to minimize revenue leakage.

Scarborough, On

I have managed, coached and motivated a dynamic team that services a diverse skill set; these skills include mortgages, auto loans, commercial/corporate cards, credit cards, and deposit accounts to deliver excellent customer service. Accountabilities • Resolved customer complaints and inquires.• Coached and motivated team to exceed sales, operational, and financial goals.• Remotely managed and supported the Mexico Contact Centre. Accomplishments• Assisted in the launch of the Mexico site.• Designed and implemented strategies for the Toronto and Mexico Contact Centre to achieve service goals.• Achieved SQM "World Class Certification" every year. • Awarded "Best of the Best Team" twice.• Successfully chaired the Professional Development Committee by introducing Educational Assistance Program, Career Fairs and motivational speakers.• Designed and created spreadsheets for reporting and tracking results.

Scarborough, On

Provided support and complaint resolution for all matters related to mortgages, auto loans, commercial/corporate cards, credit cards, deposit accounts, and after hours fraud. Reviewed and audited all monetary transactions to minimize loss. Accomplishments• Awarded "Best of the Best" • Created and implemented "After Hours Fraud" guide for all staff. • Multiple acting Manager assignments• successfully coached front line to exceed all targets

Accounting And Financial Management

People Management