Jean Wu
2470 Austin Cres SW, Edmonton
Summary
Top performing Branch Manager with demonstrated coaching effectiveness, strategic planning expertise and problem-solving acumen. Motivated learner and agile leader. Dedicated to consistently build high performing teams with well-versed coaching, management, and relationship building skills.
Overview
17
17
years of professional experience
Work History
Branch Manager
Scotiabank
06.2022 - Current
- Led high performing team to win Top 10% Performing Branch every quarter by coaching team strategically to focus on bank’s key priorities
- Finished at ranking #1 in Mutual Fund sales in Prairie Region for 2023, current YTD result at #2 in Prairie Region
- Elevated 50% of branch staff to their next career step in the past 2 years
- Lead key district initiatives being District Scene Champion, Keeping high engagement and momentum of the loyalty partnership by remote leadership to generate additional business
- Lead for district Emerging Leaders, and lead for Multicultural ERG. Co-hosted Regional BM bootcamp to build connection and cultivate supportive culture within regional management network. Also been identified as Regional Emerging Leader and was selected for the CAFÉ initiative
Assistant Manager
Stonegate Branch
09.2020 - Current
- Coached both under-achieving direct reporting advisors to consistently earn top 10% Top Performer. One advisor finished at 1st place in district and the other at 3rd in 2021
- Elevated both advisors 2 levels up in one year with consistent and strategically goal-focused coaching.
- Strictly follow safety measures to keep employees safe during Covid. Kept branch doors open during entire pandemic by strategically managing minimum level of staff
Assistant Manager
Saskatoon Commercial Banking Centre and Main Branch
11.2019 - 09.2020
- Lead team to provide suitable advice, solutions, and service to Professional segment clients by understanding their needs
- Establish relationship and partnering in closing business with HCP, Ag, RM7, Private Banking, Roynat, Commercial, Wealth, MD, and other valuable partners
- Event planning for district conferences and partners meeting to take place, including sending invitation, arrange meeting location, make food arrangement, and arrange funds transfer between different departments.
Assistant Manager
Westgate Plaza Branch
05.2018 - 11.2019
- In 1 year co-led Westgate team bringing this 4th quartile branch to win Sask North Best of the Best Branch in 2019 when District also won Regional Best of the Best District
- Extensive experience in evaluating employee performance, coach strategically to lift results in most efficient way, and foster healthy high performing team environment
- Act as gatekeeper for ACE and MDA submissions, reviewed 100% RESL submissions from team. Branch achieved highest FTR rate in District with most number of deal submitted in 2019 with high insurance penetration
Financial Advisor
Westside Branch
04.2013 - 05.2018
- Over-achieved sales goal at 397%, ranked #1 top FA in District
- Proficient at conducting client meetings with sufficient preparation, active listening, and handle objections to achieve maximum results
Business Owner
Alare Venture Inc. (Restaurant Supplies Wholesaler)
07.2007 - 08.2015
- Oversees all aspects of business including make business plan, develop marketing strategy, review financials, managing staff, risk mitigation, and etc.
- Grow business and expand market. By adding an additional product line, increased revenue from $1.1 Million to $1.4 Million after two years of operation
- Has good understanding of tax efficiency optimization, closely monitor and review business financial statements
- Attentive to client concerns and and timely resolve customer complaint.
Education
Bachelor of Commerce - Management
University of Saskatchewan
Saskatoon SKSkills
- Effective coaching by strategically focus on most impacted areas to lift key results and build high performing team
- COI Development and Partner relationship building to accomplish a common goal
- Strong communication skills in product promoting such as protection and investment conversations
- Proficient communicator to positively deliver new changes/bank message to team both in-person and remotely and obtain buy-in
Certifications
- Certified Financial Planner ®
- Moody's Small Business Certificate
- Mutual Fund Representative
- Branch Compliance Officer
Community Involvement
- Vice-President for Saskatoon Riverside
Badminton and Tennis Club - Certified Tennis Coach
- Certified Pickleball Coach
Timeline
Branch Manager
Scotiabank
06.2022 - Current
Assistant Manager
Stonegate Branch
09.2020 - Current
Assistant Manager
Saskatoon Commercial Banking Centre and Main Branch
11.2019 - 09.2020
Assistant Manager
Westgate Plaza Branch
05.2018 - 11.2019
Financial Advisor
Westside Branch
04.2013 - 05.2018
Business Owner
Alare Venture Inc. (Restaurant Supplies Wholesaler)
07.2007 - 08.2015
Bachelor of Commerce - Management
University of Saskatchewan
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