Chunxiao (Kate) Du
Toronto
Summary
Experienced Teller bringing extensive financial and customer service knowledge from fast-paced bank settings. Possess a solid foundation in financial services, exceptional customer service skills, and a keen understanding of banking operations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Advisor
RBC
08.2022 - Current
- Informed and suggested new banking products to customers.
- Assisted customers in day to day transactions.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Opening and closing of the branch.
Mortgage Manager's Assistant
Bank Of Communications Of China
05.2019 - 06.2019
● Responded to and directed incoming calls and other communication.
● Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Education
BBA - Finance
York University
Toronto, ON05.2022
Skills
- Customer Service
- Relationship Management
- Referral Coordination
- Product Promotion
- Client Retention Strategies
- Financial Knowledge
- Problem-solving abilities
- Relationship building
- Networking abilities
Languages
English
Mandarin
Certification
- IFIC completed on May 12, 2023
Timeline
Client Advisor
RBC
08.2022 - Current
Mortgage Manager's Assistant
Bank Of Communications Of China
05.2019 - 06.2019
BBA - Finance
York University
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