Daniel Leung

Dynamic and customer-focused professional dedicated to delivering exceptional service to BMO customers and prospects. Proven track record of identifying customer needs and providing tailored financial solutions that prioritize their best interests. Collaborative team player adept at working within the branch and with BMO partners to ensure the desired customer experience is achieved while meeting overall business objectives.

• Demonstrated ability as a lobby leader to engage in client conversations, recommending alternative banking channels, and providing personalized banking and investment advice.
• Proficient in meeting customer transaction-based needs with precision and efficiency.
• Proactive in conducting needs-based conversations with customers to identify opportunities and address banking plans and credit card requirements.
• Ensures adherence to risk and compliance processes and policies to safeguard customer assets, maintain privacy, and uphold ethical standards.
• Maintains up-to-date knowledge of the wider financial services marketplace, legal and regulatory environment, and industry ethical requirements.

Former Financial Advisor Intern at RBC, I played a pivotal role in delivering exemplary client service and driving financial success. My responsibilities encompassed conducting client meetings, managing account openings, facilitating credit card and credit line applications, handling GIC renewals and purchases, mortgage renewals, and implementing strategic cold calling initiatives. Throughout this experience, I demonstrated a commitment to excellence, attention to detail, and a proactive approach to meeting client needs and objectives.

• Successfully orchestrated and conducted client meetings, addressing a wide range of financial needs and inquiries.
• Proficiently in managing account openings, including chequing and savings accounts, ensuring a smooth client onboarding process.
• Facilitated credit card applications for clients, navigating complex financial procedures with efficiency and accuracy.
• Effectively managed GIC renewals and purchases, optimizing investment opportunities while mitigating risks.
• Implemented strategic cold calling initiatives, consistently identifying and capitalizing on new business prospects.

Self taught retail trader, with two years of experience managing both personal TFSA and conducting intra day trading activities.

Having learned the skills for intraday trading;

• Utilized technical indicators on candlestick graphs to execute precise stock trading strategies, demonstrating deep understanding of the stock market.
• Analyzed financial publications to stay informed about market dynamics and emerging trends.
• Monitored portfolio performance using industry-leading online tools such as Sterling Trading Tech, Questrade Edge, and Interactive Brokers.
• Implemented the strategic trading approaches, resulting in consistent financial gains and proven track record of success.

Sales assistant working for a supplement distributor, built customer loyalty and retention by delivering excellent sales assistance to the sales representatives and any customers I had contact with. Built a well rounded understanding of sales and the interior workings of a sales team.

• Addressed customer inquiries, effectively communicating information about products, availability, and pricing to enhance their understanding and facilitate purchasing decisions.
• Fostered customer-centric team atmosphere, actively contributing to sales targets and supporting organizational goals to drive revenue growth.
• Maintained meticulous records of sales, returns, and inventory availability, ensuring accuracy and enabling streamlined operations.
• Assisted customers in locating desired products, utilizing store systems to check merchandise availability at multiple locations, delivering exceptional service and satisfaction.

Efficient customer service representative, working alongside a team to achieve the highest possible quality of work to the company. While delivering excellent customer service to customers in need.

• Enhanced customer records by meticulously updating account information, elevating organization and accuracy to new heights.
• Executed customer adjustments seamlessly, preserving integrity of financial accounts and fostering trust among clients.
• Captured and recorded account information with meticulous attention to detail, delivering seamless and personalized experience for new customers.
• Methodically collected and analyzed customer information to prepare comprehensive product or service reports, offering valuable insights for informed decision-making.