ABBY YANG
Richmond,BC
Overview
8
8
years of professional experience
Work History
Personal Banking Associate
BMO Bank Of Montreal
06.2023 - Current
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Helped individuals and business secure their financial future. Specialize in open new account, investment and providing expert advice based on their needs and goals.
Customer Service Representative
BMO Bank Of Montreal
08.2022 - 05.2023
- Welcomes customers warmly and meets their banking service and daily transactional needs.
- Reviews customer profiles and engages in a needs-based conversation to identify opportunities and address banking plans and credit card needs.
- Respond and resolve customer's concerns.
- Identifying business opportunities and facilitating referrals to the team.
- Maintaining excellent relationships with clients.
Retail Store Supervisor
Hui Lau Shan
01.2021 - 06.2022
- Identify customers inquiries and complaints to make appropriate solutions to meet their needs and expectations.
- Develop promotion programs and make sure the sales target is achieved within set time frames.
- Greet customers and delivered excellent customer service to promote sales and repeat business.
Server/Cashier
Fire Bowl Hot Pot
09.2016 - 01.2017
- Greet customers, present menus to answer questions about offered items and make suitable recommendations.
- Provide exceptional service to high volume of daily customers.
Education
Bachelor of Arts - Economics
UNIVERSITY OF VICTORIA
12.2020
Skills
- Experience in customer and financial services
- Knowledge of banking solutions and advices
- Achieved over 200% YTD sales revenue
- Excellent team player and good in relationship building
- Completion of Investment Funds in Canada(IFC)
- CSC candidate
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Personal Banking Associate
BMO Bank Of Montreal
06.2023 - Current
Customer Service Representative
BMO Bank Of Montreal
08.2022 - 05.2023
Retail Store Supervisor
Hui Lau Shan
01.2021 - 06.2022
Server/Cashier
Fire Bowl Hot Pot
09.2016 - 01.2017
Bachelor of Arts - Economics
UNIVERSITY OF VICTORIA
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