Enthusiastic Payment Operation adept at providing excellent client service throughout the Financing organization, looking for a position that allows for development of skills and further career growth.
Over 3 years financial services and cash operations
Over 3 years office administration
Strong experience in customer service
Strong experience in Financing industry
Able to type 50-60 W.P.M
Knowledgeable in Banking system
Knowledgeable in SWIFT
Organized, responsible and reliable
Knowledgeable in MS windows, Word, Excel and Power-point
Speak English and Mandarin
Current enroll CSC course
Overview
11
11
years of professional experience
Work History
Client Advisor
RBC Royal Bank
05.2023 - Current
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfill client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Senior Operation Administrator
RBC Investment and Treasury Service Cash Operation
04.2022 - 05.2023
Execute operating procedures that ensure accuracy, timeliness and completeness of all processes use Milvus system with SWIFT MT103 MT202 MT304 MT210
Contribute to environment of continuous improvement that assesses workflow, processes and procedures on ongoing basis, ensuring maximum efficiency and quality within department
Achieve present targets measuring service quality and effectiveness against appropriate benchmarks and identify opportunities to enhance service and value proposition for out clients
Ensure appropriate liaison with risk and control area within operations and ensure all suspense accounts are current and up to- date
Be accountable for ongoing satisfaction of clients by ensuring deliverables meet client needs and expectations
Contribute to satisfactory results in all internal and external audits.
Client Advisor
RBC Royal Bank
11.2020 - 03.2022
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions, and by identifying sales and referral opportunities
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfill client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Post office clerk
Shoppers Drug Mart
10.2016 - 12.2016
To provide prompt and superior customer service, Abide by the established Canada Post Corporation (SERVE) program
Input income package and outgoing package into data system
Cash handling including the Selling of money orders, stamps and registered mail/parcel service
Answering inquiries and resolving complaints regarding the postal service
Assist with the maintaining of RPO inventory and ensures the security of mail and cash.
Store Associate
Home Sense Canada
08.2015 - 12.2015
Greeting customer and direct customers to the department
Restock products onto the floor
Unlock and unpack merchandise from the warehouse
Handling cash and cards with POS terminal
Answer the phone and solve the problem
Maintaining the files
RF scanning for inventory.
Cashier Team Member
Target Canada
02.2013 - 04.2015
Provide great guest service
Handling cash and credit card with POS terminal
Help guest return or exchange
Greeting guest and direct the guest to different department
Stocking products on the shelf
Use PDA to search the merchandise in the warehouse
Solve problem and difficult situation
RF scanning for inventory.
Education
Business Administration - Business Administration
Sheridan College Mississauga
Mississauga, ON
01.2020
No Degree - English As A Second Language
George Brown College
03.2012
Customer Service Representative Training -
Naylor-Mcleod Group Limited
11.2009
Skills
Client interaction
Client Retention Strategies
Consultative Selling
Product Promotion
Cash Handling
Financial knowledge
Financial Services
Client Engagement
Client Needs Assessment
Microsoft Office system
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Studying CSC course
Recently study Canadian Security Course, plan to finish the exam and get the certificate within 2024
Timeline
Client Advisor
RBC Royal Bank
05.2023 - Current
Senior Operation Administrator
RBC Investment and Treasury Service Cash Operation
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank