Patrick Goetz Email & Phone Number

Windsor, Ontario, Canada

• Executed daily HR functions, including onboarding, new hire orientations and training, conducting interviews, and managing service correspondence;• Reviewed and revised job descriptions to ensure accurate and comprehensive representation of responsibilities, requirements, and qualifications promoting transparency and inclusivity;• Implemented the Rippling HCM / HRIS, establishing system permissions and processes to streamline operations and enhance user accessibility;• Developed… Show more • Executed daily HR functions, including onboarding, new hire orientations and training, conducting interviews, and managing service correspondence;• Reviewed and revised job descriptions to ensure accurate and comprehensive representation of responsibilities, requirements, and qualifications promoting transparency and inclusivity;• Implemented the Rippling HCM / HRIS, establishing system permissions and processes to streamline operations and enhance user accessibility;• Developed and delivered comprehensive training programs for all staff, enhancing skills, performance, and leadership practices;• Planned and developed custom eLearning modules, and designed an internal Learning Management System (LMS) to enhance employee training and development;• Leveraged existing technologies to automate and optimize internal processes and workflows, significantly reducing manual tasks and improving efficiency;• Compiled a comprehensive list of accessibility features within the organization, streamlining the setup process for employees with physical or mental disabilities to ensure equitable work performance;• Developed a custom executive-level Succession Management Plan using user-friendly forms, automating the generation of final documents to ensure seamless leadership transitions;• Facilitated DEIA workshops that addressed personal, physical, and cultural differences, fostering open dialogue in a safe-space environment to build trust, compassion, and empathy among peers;• Conducted employee benefit comparisons, highlighting the added value for employees;• Drafted a Request for Quote (RFQ) and evaluated proposals to meet internal consulting requirements, ensuring alignment with organizational goals;• Communicated HR strategy to upper management via detailed executive board notes, advocating for inclusive leadership and workplace practices;• Represented HR on the internal Employee Culture Committee, contributing to initiatives that enhance workplace culture. Show less

Ottawa, Ontario, Canada

• Created and formalized the standard for employee onboarding, advising management to ensure an inclusive and supportive process;• Addressed employee relations issues with all staff, considering diverse perspectives and fostering a collaborative environment;• Migrated a new onboarding training module into a desktop training app, increasing engagement for new employees;• Created an Employee Handbook with people-first policies (e.g., Pregnancy & Parental Leave, in-office & remote… Show more • Created and formalized the standard for employee onboarding, advising management to ensure an inclusive and supportive process;• Addressed employee relations issues with all staff, considering diverse perspectives and fostering a collaborative environment;• Migrated a new onboarding training module into a desktop training app, increasing engagement for new employees;• Created an Employee Handbook with people-first policies (e.g., Pregnancy & Parental Leave, in-office & remote work);• Conducted Job Analysis and created accurate Job Descriptions, ensuring clarity of responsibilities;• Led all Health Benefits responsibilities, including employee enrolment, communication with brokers, and troubleshooting issues, ensuring equitable access to benefits;• Created an Employee Journey Map to better understand the employee experience from first application to termination, enhancing inclusivity and support;• Developed a standardized Employee Performance Review process based on goal-setting theory, via Individual Development Plans (IDP), fostering growth and development;• Implemented the company’s first HRIS, integrating employee records, onboarding, payroll, benefits, PTO tracking, and an ATS, enhancing operational efficiency;• Created an Information Security Management System (ISMS) to meet ISO 27001:2014, standardizing corporate processes for certification;• Led the planning of activities and events to improve engagement, strengthen perception of corporate culture, and reduce turnover, fostering an inclusive workplace;• Created a Performance Risk Management (PRM) process to document and assist struggling employees via Performance Support Plans (PSP), promoting effective support and development;• Created custom forms and workflows, linking them to process maps to automate organizational processes, improving overall efficiency;• Customized and edited sites and document libraries in SharePoint Online, ensuring accessible and organized information management. Show less

Ottawa, Canada Area

• Recruited independent consultants for public and private sector clients in the IT space using LinkedIn Recruiter;• Responded to Request for Proposals (RFPs) under various Government vehicles (TBIPS, TSPS, ProServices, THS, etc.) resulting in contracts of up to CAD$1’000’000 with over 95% win-rate;• Interviewed both internal and consultant candidates for job postings or client opportunities;• Liaised with consultants in the preparation of skill matrices and résumés prior to… Show more • Recruited independent consultants for public and private sector clients in the IT space using LinkedIn Recruiter;• Responded to Request for Proposals (RFPs) under various Government vehicles (TBIPS, TSPS, ProServices, THS, etc.) resulting in contracts of up to CAD$1’000’000 with over 95% win-rate;• Interviewed both internal and consultant candidates for job postings or client opportunities;• Liaised with consultants in the preparation of skill matrices and résumés prior to submission;• Conducted quality assurance on all matrices and résumés before submitting;• Prepared questions directed towards the Contract Authority in order to gain information regarding submission of bids;• Managed 25+ consultants at a time across different contracts and kept their information up to date in CRM; • Drafted consultant contracts, tracked timesheets, and verified hours worked with the clients;• Submitted Quarterly Usage Reports (QURs) tracking won contracts with Federal Government clients;• Spearheaded co-op student recruitment program. Show less

Ottawa, Ontario, Canada

• Conducted meetings with potential members to develop an understanding of their financial goals and needs;• Proposed solutions in the form of Alterna Savings' available products that would meet or exceed the members’ expectations;• Over $680'000 in registered products retained in 2019;• Over $150'000 in registered products sold in 2019;• Over $100'000 in new GIC / term deposit closed sales in 2019;• Closed sale of $70'000 in mutual funds for Q-Trade in 2019;• Expanded… Show more • Conducted meetings with potential members to develop an understanding of their financial goals and needs;• Proposed solutions in the form of Alterna Savings' available products that would meet or exceed the members’ expectations;• Over $680'000 in registered products retained in 2019;• Over $150'000 in registered products sold in 2019;• Over $100'000 in new GIC / term deposit closed sales in 2019;• Closed sale of $70'000 in mutual funds for Q-Trade in 2019;• Expanded member relationships by maintaining a follow-up process and building a rapport with each member;• Cultivated relationships with individuals and businesses to secure qualified referrals;• Proactively resolved issues as the first point of contact for my members to ensure greater client satisfaction. Show less

Ottawa, Ontario, Canada

• Processed standard teller transactions for clients including servicing members’ accounts, cashing cheques, balancing cash drawers, handling night deposits, processing ATM deposits, and correcting discrepancies;• Quickly established credibility with members’ and remembered over 50+ names of regulars, creating a strong relationship with members;• Processed members’ transactions with extreme attention to detail;• Responding to member account inquiries;• Maintained a strong level… Show more • Processed standard teller transactions for clients including servicing members’ accounts, cashing cheques, balancing cash drawers, handling night deposits, processing ATM deposits, and correcting discrepancies;• Quickly established credibility with members’ and remembered over 50+ names of regulars, creating a strong relationship with members;• Processed members’ transactions with extreme attention to detail;• Responding to member account inquiries;• Maintained a strong level of knowledge with respect to Alterna Savings’ products, services, sales disciplines, and current marketing campaign programs / strategies;• Over $700'000 in closed registered product referrals in 2018;• Over $2.6 million in closed GIC / term deposit referrals in 2018;• Balanced Cash Dispensing Units (CDU) and Vault Inventory Reserves, often totaling more than $60’000;• 49 new accounts booked in 2018;• Assumed leadership and mentor role, and assisted management with training new hires of any level;• Regularly and accurately performed Ontario Health & Safety inspections for the branch ensuring all staff and client needs are met;• Adopted many of the bankers' tasks to help open up their schedules, and provide more in depth service on the front line. Show less

Bachelor Of International Business

Global Business Management (B.Sc.)

Wirtschaftswissenschaften (Economics)

Associate'S Degree