ARAMIS CHEUNG
Markham
Summary
Outgoing Mortgage Specialist with nearly 4 years background in developing and maintaining customer relationships in the banking industry. Sound knowledge of mortgage underwriting and application processes. Skilled in evaluating financial histories of clients and building network of referrals through proven streamlined and efficient results to meet COI and client expectations.
Overview
4
4
years of professional experience
Work History
Mortgage Specialist
BMO Bank of Montreal
07.2023 - Current
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Attracted new clientele by deepening relationships within community
- Ensured a streamlined and strengthened application process for clients to maximize performance and manage client expectations in a highly competitive market
Banking Advisor
RBC Royal Bank
08.2022 - 06.2023
- Communicating effectively to uncover client needs, deliver client centric advice and solutions to proactively resolve client concerns at first point of contact
- Providing professional advice and education with ability to address credit and investments, ensuring solutions recommended are appropriate for client needs and their financial circumstances
- Implemented effective contact and relationship building strategies that accelerated new client acquisitions and business retention for RBC
- Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
- 2023 Q2 Royal Performance Winner
Customer Service Representative
Bank of Montreal
06.2021 - 07.2022
- Provided exceptional customer service and attending to needs of personal and commercial banking customers, proven through responses received Iy customers following their visit at our branch via surveys
- Responded to customer requests for products, services, and company information
- Promptly responded to inquiries and requests from prospective customers
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals
Education
Dual Honours B.A - Political Science & Environmental Studies
McMaster University
Hamilton, ON04.2021
French Immersion Program -
Pierre Elliott Trudeau High School
Markham, ON06.2017
Languages
Cantonese
English
French
Mandarin
Timeline
Mortgage Specialist
BMO Bank of Montreal
07.2023 - Current
Banking Advisor
RBC Royal Bank
08.2022 - 06.2023
Customer Service Representative
Bank of Montreal
06.2021 - 07.2022
Dual Honours B.A - Political Science & Environmental Studies
McMaster University
French Immersion Program -
Pierre Elliott Trudeau High School
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