BOCHEN ZHANG
Calgary,AB
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
2
2
Languages
Work History
Retail Personal Banker
GF Securities Co., Ltd.
06.2021 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Financial Advisor
China Guangfa Bank
04.2018 - 04.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Evergrowing Bank Co,ltd
05.2015 - 04.2018
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Teller Supervisor
China Minsheng Banking Corp., Ltd
12.2011 - 05.2015
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
Teller
Bank Of Beijing Co., Ltd.
07.2010 - 12.2011
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
Education
Bachelor of Economics - Economics
Xi'an University of Finance And Economics
Xi'an,ShannxiSkills
- Goal-Oriented
- Financial product knowledge
- Cross-selling abilities
- Attention to Detail
- Cash Handling
- Relationship building and management
Languages
Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Retail Personal Banker
GF Securities Co., Ltd.
06.2021 - Current
Financial Advisor
China Guangfa Bank
04.2018 - 04.2021
Financial Advisor
Evergrowing Bank Co,ltd
05.2015 - 04.2018
Teller Supervisor
China Minsheng Banking Corp., Ltd
12.2011 - 05.2015
Teller
Bank Of Beijing Co., Ltd.
07.2010 - 12.2011
Bachelor of Economics - Economics
Xi'an University of Finance And Economics
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