Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

BOK UM LEE

Maple Ridge,Canada

Summary

Dynamic Financial Advisor with a proven track record at RBC, adept at crafting tailored investment strategies and financial plans. Leveraging strong interpersonal skills and advanced Excel proficiency, I consistently enhance client satisfaction and drive long-term financial growth. Bilingual in Korean and English, I excel in diverse environments.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Advisor

RBC
Langley, BC
12.2023 - Current
  • Educated clients on the various investment options available to them.
  • Advised clients on investment strategies that best suited their individual needs and goals.
  • Developed financial plans for clients to ensure their long-term financial stability and growth.

NEWCOMER SPECIALIST BANKING ADVISOR

RBC
BC, BC
09.2022 - 11.2023
  • Evaluated needs of departments and delegated tasks to optimize overall production.
  • Monitored guest satisfaction levels throughout the duration of an event.
  • Coordinated with sales and marketing teams to facilitate event sponsorships and partnerships, increasing event funding.

BANKING ADVISOR

RBC
COQUITLAM, BC
10.2021 - 09.2022
  • Conducted regular reviews with clients to discuss progress towards achieving their objectives.
  • Analyzed actual financial results to budget, preparing variance reporting to functional groups.

CLIENT ADVISOR

RBC
NORTH VANCOUVER, BC
01.2021 - 10.2021
  • Identified opportunities for improvement in customer service processes and procedures.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Identified client needs and provided tailored solutions.

Sales Rep, P.O Customer Service Rep, Currency Exchange

Samsonite
Vancouver, BC
01.2020 - 01.2021
  • Communicated product features, advantages, and benefits to customers.
  • Utilized persuasive communication techniques to close deals quickly and efficiently.
  • Developed and maintained strong customer relationships and networks within designated sales territory.

Event Supervisor

Culinary Capers Catering
Vancouver, BC
01.2018 - 01.2020
  • Implemented creative ideas for enhancing guest experience at events.
  • Managed staff members assigned to each event, ensuring tasks were completed on time.
  • Planned and coordinated all aspects of successful events, including logistics, catering, entertainment and decorations.

Prep Cook

Peake of Catering
Vancouver, BC
01.2018 - 01.2019
  • Maintained clean, organized cook station in compliance with company standards, procedures, and sanitation requirements.
  • Diced, sliced, and cut vegetables for use in dishes.
  • Effectively communicated with team members and management regarding tasks or issues related to the kitchen area.

Supervisor

Starbucks
Vancouver, BC
01.2016 - 01.2018
  • Trained new employees on company policies, procedures and work ethics.
  • Supervised and coordinated activities of staff to ensure compliance with established policies, procedures, and standards.
  • Delegated tasks to team members according to individual strengths.

Assistant Manager

Zabu Chicken
Vancouver, BC
01.2014 - 01.2016
  • Trained new employees in product knowledge, customer service protocols, cash handling procedures, and safety regulations.
  • Resolved customer complaints quickly and effectively while maintaining a high level of professionalism.
  • Helped oversee the daily operations of the store, managing staff and inventory.

Front desk clerk/customer service

Canada Post Office
Vancouver, BC
01.2013 - 01.2015
  • Answered incoming calls promptly while providing accurate information regarding hotel services, rates, and amenities.
  • Assisted guests with room selection, inquiries, and reservations.
  • Greeted customers and provided them with exceptional customer service.

Education

Hospitality Management -

VCC
BC
04.2018

Skills

  • Windows operating environments
  • Microsoft Word
  • Microsoft Excel
  • Group work
  • Interpersonal skills
  • Fluent Korean
  • Fluent English

Certification

  • IFIC - Mutual Fund Licence
  • PFSA - Personal Financial Services Advice
  • FP 1 - Financial Planning 1

References

References available upon request

Timeline

Financial Advisor

RBC
12.2023 - Current

NEWCOMER SPECIALIST BANKING ADVISOR

RBC
09.2022 - 11.2023

BANKING ADVISOR

RBC
10.2021 - 09.2022

CLIENT ADVISOR

RBC
01.2021 - 10.2021

Sales Rep, P.O Customer Service Rep, Currency Exchange

Samsonite
01.2020 - 01.2021

Event Supervisor

Culinary Capers Catering
01.2018 - 01.2020

Prep Cook

Peake of Catering
01.2018 - 01.2019

Supervisor

Starbucks
01.2016 - 01.2018

Assistant Manager

Zabu Chicken
01.2014 - 01.2016

Front desk clerk/customer service

Canada Post Office
01.2013 - 01.2015

Hospitality Management -

VCC

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