Anthony Chan
Edmonton,Alberta
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 6 years' experience in Business Banking Industry
Overview
12
12
years of professional experience
Work History
Relationship Manager
BMO Bank Of Montreal
10.2020 - 09.2023
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Cash Management Specialist
BMO Bank Of Montreal
09.2017 - 10.2020
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Introduce payroll, vendor payments, and other accounting disbursements for accuracy and compliance.
Financial Services Manager
BMO Bank Of Montreal
01.2012 - 09.2017
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Followed up with customers to gather feedback and provide additional assistance.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Tracked and processed customer account requests and applications.
- Consistent finish Top 10 year over year
Education
Investment Fund in Canada IFIC
Investment Fund in Canada
04.2014
Bachelor of Commerce - Management Major
Grand McEwan University
Edmonton, AB12.2012
Skills
- 15 years Customer Service
- Customer Relationship Management
- Personal & Commercial Banking Knowledge
- Manage Cash Flow
- Financial Reporting and Analysis
- Ability of work well with others and/or independent
- Banking Operations Knowledge
Timeline
Relationship Manager
BMO Bank Of Montreal
10.2020 - 09.2023
Cash Management Specialist
BMO Bank Of Montreal
09.2017 - 10.2020
Financial Services Manager
BMO Bank Of Montreal
01.2012 - 09.2017
Investment Fund in Canada IFIC
Investment Fund in Canada
Bachelor of Commerce - Management Major
Grand McEwan University
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