Overview
Work History
Education
Languages
Timeline
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Alice Yueqing Dai

Vancouver,BC

Overview

3
3
years of professional experience

Work History

Customer Service Representative

CIBC
03.2023 - 06.2024
  • Identified opportunities for referral of investment solutions and products to financial advisors and business partners, based on thorough understanding of clients' banking needs and financial portfolio
  • Achieved 100% performance and client satisfaction goals, maintaining a top Net Promoter Score (NPS) by offering personalized solutions and effectively resolving customer concerns to enhance satisfaction
  • Processed banking transactions for personal and business clients using branch software and alternative banking channels, ensuring accuracy and compliance with banking regulations
  • Delivered consistent operational support in a high-volume banking environment, optimizing efficiency through effective cash management, treasury ordering and shipment, inventory control, and addressing inter-branch requests

Senior Server

Hai Di Lao Canada
03.2021 - 02.2023
  • Implemented a customer-oriented approach that led to a remarkable rise in Google review ratings from 4.2 to 4.8 stars, addressing tailored guest experiences.
  • Achieved an increase in both sales and table turnover ratio, establishing a reputation for excellence recognized across multiple social media platforms, including Instagram, WeChat, and Red Book.
  • Dedicated to mentoring and guiding service team, optimizing efficiency, and troubleshooting in daily operations, cultivating a high-performing restaurant environment.
  • Designed and executed a comprehensive six-month training program, ensuring consistent service quality and fostering staff development

Education

Bachelor of Arts -

Simon Fraser University
Burnaby, BC
12-2023

Certificate in Financial Services Advice

Canadian Securities Institute
Vancouver, BC
12-2024

Canadian Securities Courses (CSC)

Canadian Securities Institute
Vancouver, BC
05-2024

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Limited Working

Timeline

Customer Service Representative

CIBC
03.2023 - 06.2024

Senior Server

Hai Di Lao Canada
03.2021 - 02.2023

Bachelor of Arts -

Simon Fraser University

Certificate in Financial Services Advice

Canadian Securities Institute

Canadian Securities Courses (CSC)

Canadian Securities Institute

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Alice Yueqing Dai