Summary
Overview
Work History
Education
Skills
Certificates And Licenses
Volunteer Experience
Timeline
Generic

Anh Do

Toronto,ON

Summary

Highly motivated and detail-oriented professional seeking a challenging position that leverages my exposure to Canadian finance and businesses, along with my experience in finance and banking.

Overview

8
8
years of professional experience

Work History

Customer Service Representative

CIBC
10.2023 - Current
  • Assist clients to fulfill their immediate everyday banking needs, both personal and business, using internal systems and best in class digital platforms, while respecting client preferences
  • Focus on the client experience and make interactions meaningful, provide client-centric advice and personally fulfill on the appropriate simple advice, solutions and service
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.

Tutor Volunteer

Lambton College
Toronto
05.2023 - 12.2023
  • Deliver personalized tutoring sessions to college students, focusing on one-on-one or small group settings, in the assigned subject(s)
  • Communicate effectively with students, faculty, and staff regarding tutoring schedules, progress updates, and any concerns or issues that may arise
  • Collaborate with faculty members and other tutors to align tutoring strategies with course objectives and ensure consistency in academic support
  • Maintain accurate records of tutoring sessions, including student attendance, topics covered, and progress made, using the designated tracking system or tools.

Banker

Shinhan Bank
VIETNAM
06.2016 - 06.2018
  • Reconciled and reviewed accounting holdings to custody, investment book of record and prime broker statements and investigated and resolve any outages
  • Performed custody services operation, and executed settlement and clearing including securities/money transfer, data balancing, clients’ asset reconciliation and confirmation of securities transfer payments
  • Managed overseas remittance & F/X transactions for corporate clients
  • Digital transaction reconciliation across all branches to ensure seamless operations
  • Reconciled and reviewed bank statements and investigated and resolved any outages with internal and external parties.

Education

Financial Planning & Wealth Management -

LAMBTON COLLEGE
08.2024

Banking and Finance Bachelor degree -

UNIVERSITY OF ECONOMICS
06.2016

Skills

  • Understanding customer needs, addressing concerns, and providing accurate information
  • Positive attitude and a team-oriented approach
  • Complaint handling
  • Calmness, prudence, and patience
  • Maintain and balance cash drawers
  • Accurately count and verify currency and coins
  • Detect and report counterfeit currency

Certificates And Licenses

  • CFA charter holder designation
  • FRM exam part I passed
  • Investment Fund in Canada (IFC certified)
  • HubSpot sales software certified
  • Certificate of Excellence employee of SGM 2016
  • Digital banking innovation prize

Volunteer Experience

St. Jude's Anglican Church, Food bank volunteer

Timeline

Customer Service Representative

CIBC
10.2023 - Current

Tutor Volunteer

Lambton College
05.2023 - 12.2023

Banker

Shinhan Bank
06.2016 - 06.2018

Financial Planning & Wealth Management -

LAMBTON COLLEGE

Banking and Finance Bachelor degree -

UNIVERSITY OF ECONOMICS

Similar Profiles

CREATE PROFILE
Anh Do