Summary
Work History
Education
Skills
Languages
Timeline
Generic

Congying Liang

Toronto

Summary

MBA graduate with experience in banking operations and customer service, previously working as a Lobby Manager Assistant in China. Assisted clients with account services, transaction inquiries, and financial product guidance. Strong interpersonal skills, problem-solving abilities, and a customer-centric approach. Seeking an Associate Financial Advisor role at CIBC to leverage my experience in client services and financial operations.

Work History

Lobby Manager Assistant

BOC
07.2022 - 08.2022
  • Assisted customers in opening accounts, processing transactions, and handling banking inquiries
  • Provided guidance on financial products such as savings accounts, credit cards, and loan applications
  • Collaborated with financial advisors to identify potential clients for investment products
  • Strong communication skills developed through customer interactions in banking and service roles
  • Ability to assess client needs and provide personalized solutions
  • Handled escalated complaints from dissatisfied guests ensuring resolution which led to long-term client retention.

Education

MBA - financial management, business strategy, client relationship management

Laurentian University
12.2024

Bachelor of Interior Design -

Tianjin University Renai College
06.2022

Skills

  • Account opening
  • Transaction processing
  • Financial product knowledge
  • Client engagement
  • Problem resolution
  • Understanding customer needs
  • Offering appropriate guidance
  • Microsoft Office

Languages

English (Fluent)
Mandarin (Native)

Timeline

Lobby Manager Assistant

BOC
07.2022 - 08.2022

Bachelor of Interior Design -

Tianjin University Renai College

MBA - financial management, business strategy, client relationship management

Laurentian University
Congying Liang