Daochen Liu
CSR
Winnipeg,MB
Summary
Experienced CSR proficient in utilizing BMO client service systems and well-versed in complex operations such as wire transfers. Possesses knowledge of financial products including mutual funds. Skilled in identifying potential sales opportunities and provding tailored product recommendations to clients. Proven ability to leverage personal network to expand client base and enhance sales performance.
Overview
3
3
years of professional experience
2
2
Languages
Work History
Customer Service Representative
Bank Of Montreal
05.2023 - Current
- Identifies customer needs and initiates referrals to BMO colleagues.
- Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
- Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
- Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
- Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Contributes to meeting branch business results and the customer experience.
LINE COOK
JOEY Kenaston
04.2022 - Current
- Contributed to menu planning and development, incorporating seasonal ingredients for optimal freshness and taste.
- Implemented effective waste reduction strategies, minimizing food costs and supporting sustainable practices.
- Adapted quickly to new recipes and techniques, demonstrating versatility and eagerness to learn from colleagues.
- Improved kitchen efficiency by streamlining prep tasks and effectively organizing workstations.
Customer Service Representative
Bank Of Communications
03.2021 - 04.2022
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Improved communication between departments by facilitating interdepartmental meetings focused on problem-solving strategies for common issues affecting customers'' experiences.
Education
Bachelor of Science - Financial Mathematic And Economy
University of Ottawa
Ottawa, ON 05.2001 -
Skills
Banking knowledge
undefinedTimeline
Customer Service Representative
Bank Of Montreal
05.2023 - Current
LINE COOK
JOEY Kenaston
04.2022 - Current
Customer Service Representative
Bank Of Communications
03.2021 - 04.2022
Bachelor of Science - Financial Mathematic And Economy
University of Ottawa
05.2001 -
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