ABBY YANG
Richmond,BC
Overview
4
4
years of professional experience
Work History
Personal Banker
Bank of Montreal
Richmond, BC
03.2024 - Current
- Advise 300+ clients on personalized banking strategies, including everyday banking, investment planning, personal/home financing, etc. Resulting in over 150% overall achievement every year.
- Take a lead in proactively engaging with existing customer and providing needs-based assessment to identify future opportunities.
- Resolved complex client inquires related to account management, fraud prevention and loan restructuring. Improving branch service rating(NPS) by 30%.
- Collaborated with internal partners(e.g. Mortgage Specialist, wealth management, private bank) to deliver holistic financial solutions. Achieve over 200% referral every year.
- Appropriate lending qualifications and designations.
- Confident and experienced in personal and small business financial needs and solutions.
Personal Banking Associate
Bank of Montreal
Richmond, BC
06.2023 - 03.2024
- Greet customers, present menus, answer questions about offered items, and make suitable recommendations.nd 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.
Customer Service Representative
Bank of Montreal
Richmond, BC
09.2022 - 05.2023
- Processed 50+ daily transactions while adhering to AML/KYC regulations.
- Identified client needs and referred 10+ clients weekly for banking inquiry.
Retail Store Supervisor
Hui Lau Shan
Winnipeg, MB
01.2021 - 06.2022
Education
Bachelor of Arts - Economics
University of Victoria
Victoria, BC12.2020
Skills
- Experience in financial institutions for 3 years, knowledge of the banking industry (investment, lending, everyday banking)
- Experience in handling complaints and inquiries
- Completion of Investment Funds in Canada(IFC)
- Fluent verbal and written communication skill in Mandarin and English
- Excellent team player and good in relationship building
- Achieved over 150% YTD overall scorecard/Won 2 times quarterly Spotlight
Languages
Chinese (Mandarin)
Native/ Bilingual
English
Full Professional
Timeline
Personal Banker
Bank of Montreal
03.2024 - Current
Personal Banking Associate
Bank of Montreal
06.2023 - 03.2024
Customer Service Representative
Bank of Montreal
09.2022 - 05.2023
Retail Store Supervisor
Hui Lau Shan
01.2021 - 06.2022
Bachelor of Arts - Economics
University of Victoria
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