Eric Woo, Bcom, RRC

Experience

• 

  Scotiabank

  Apr 2006 - Dec 2016

  - Manage the Personal Retail Banking Team- Provide Individual Touch Base and Coaching on a bi-weekly basis- Coordinate Team Skill Build on Personal Banking and lead by examples- Review complex mortgage applications to ensure they are complied before submitting to the Senior Adjudicators- Develop and train Financial Advisors and Senior Financial Advisor Trainees- Lead the team to host Financial Literacy Workshops for new immigrants- As an Assistant Branch Compliance Officer, ensure daily mutual fund trades are complied when Branch Manager is out of office- Negotiate and conclude value-based businesses that establish successful, long-term customers’ relationship to maximize branch’s performance- Design branch campaign to encourage and collaborate with colleagues to maximize their performance - Assist the branch to meet and exceed ALL financial and operation goals- Handle customer complaints when escalated to management level- Manage and minimize the Bank's exposure to risk Show less - Nominated Best of The Best employee of the year in 2013.- Providing comprehensive financial plans and maintaining a long term primary banking relationship with the assigned segment customers.- Periodically referred business to Wealth Management and Private Banking departments.- Coordinate Team Skill Build Activities on investments and share best practices with the team.- Ranked top 10 in BC & Yukon district in Mutual Sales for the year of 2013.- Achieved all financial goals in 2013. Show less

  • Manager Personal Banking

    Dec 2013 - Dec 2016

  • Senior Financial Advisor

    May 2012 - Nov 2013

  • Senior Personal Banking Officer

    Feb 2011 - Apr 2012

  • Personal Banking Officer

    Nov 2009 - Jan 2011

  • Customer Service & Support Representative

    Apr 2006 - Oct 2009
• 

  Coast Capital Savings

  Jan 2017 - Dec 2020

  - Was selected one of the top ten talented employees in Metro Vancouver Region in 2019- Manage the Retail Service Team and Sales Team on Branch Manager's absence.- Provide Individual Touch Base and Coaching on a bi-weekly basis- Coordinate Team Skill Build on Retail Banking and lead by examples- Review complex mortgage applications to ensure they are complied before submitting to the Senior Adjudicators- Develop and train Member Service Representatives and Member Banking Specialists- Negotiate and conclude value-based businesses that establish successful, long-term customers’ relationship to maximize branch’s performance- Design branch campaign to encourage and collaborate with colleagues to maximize their performance - Assist the branch to meet and exceed ALL financial and operation goals- Handle customer complaints when escalated to management level- Manage and minimize the Bank's exposure to risk Show less - Manage an assigned customer portfolio - Engage my members in every meeting and maximize the opportunity to help them to achieve what's important in their lives and manage, save, grow and protect their financial well-being- Use my banking expertise to match my customer’s investment and lending needs- Uncover opportunities to refer to my team on general insurance, complex investment needs, personal insurance and small business- Handle complex mortgage applications and recommend to the Senior Adjudicators if necessary- Coordinate branch campaign to achieve sales target goals- Handle general customer complaints Show less

  • Assistant Manager, Member Services

    Apr 2018 - Dec 2020

  • Relationship Manager

    Jan 2017 - Mar 2018
• 

  Scotiabank

  Dec 2020 - now

  Branch Manager