Summary
Overview
Work History
Education
Skills
Accomplishments
LANGUAGES AND CERTIFICATION
Certification
Timeline
Generic

Fei Pei

Ottawa,Canada

Summary

Diligent Senior Banking Advisor with strong background in banking advisory services. Skilled in providing personalized financial guidance and achieving client satisfaction. Demonstrated ability to build lasting client relationships and offer strategic financial solutions.


Dynamic and goal-oriented professional with extensive experience in client-facing environments and strong expertise in operations. Possesses a solid foundation in banking, dedicated to delivering exceptional service and insightful financial guidance that empowers clients to make informed decisions. Proven track record of effective collaboration within teams and adaptability to evolving demands, consistently achieving outstanding results. Highly skilled in financial analysis, customer relationship management, and regulatory compliance, committed to exceeding expectations and fostering lasting client relationships through tailored financial solutions.


Professional with solid foundation in banking, prepared to deliver exceptional service and financial guidance. Proven ability to collaborate effectively within teams and adapt to changing needs while consistently achieving results. Skilled in financial analysis, customer relationship management, and regulatory compliance. Reliable, flexible, and driven to exceed expectations in every task.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Senior Banking Advisor

National Bank of Canada
12.2021 - Current
  • Cultivated robust client relationships through superior customer service, resulting in a high appointment effectiveness per meeting.
  • Advised clients on a diverse range of banking products and services, including saving account, investment account, mutual funds, Loans and Line of Credit, Direct brokerage and commercial account opening, , and mortgage insurance protection, leading to increased cross-selling opportunities and promotion effectiveness.
  • Conducted thorough financial analysis to assess client accounts and devised personalized plans to assist them in achieving their financial objectives.
  • Maintained accuracy and compliance in all banking and mutual fund transactions, with a very high compliance rate while ensuring timely completion.
  • Kept abreast of banking regulations and policies, promptly fulfilling continuing education requirements.
  • Delivered timely and effective resolution to client inquiries, complaints and issues, maintaining a perfect track record of positive client reviews and high NPS ratings.
  • Collaborated with various banking professionals to provide holistic financial solutions, resulting in a high referral closing ratio.
  • Achieved sales targets and revenue goals with a high sales ratio per meeting, all while upholding the highest standards of professionalism and ethics.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.

Customer Service Representative

Bank of Montreal
04.2021 - 09.2021
  • Delivers exceptional service to BMO customers and prospects.
  • Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.
  • Works collaboratively within the branch and with partners to deliver the desired customer experience and achieve overall business objectives.
  • Identifies customer needs and initiates referrals to 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.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.

Operations Supervisor

Earle of Leinster Bed & Breakfast
07.2019 - 04.2020
  • Developed and maintained strong relationships with business partners.
  • Promoted business via online advertising, created and maintained advertisements.
  • Expanded marketing platforms by using new social media sites, such as WeChat and Kijiji, increased exposure of business significantly to newcomers.
  • Solved issues pertaining to day-to-day operations, monitored, and ordered inventory.
  • Handled guest registrations, provided quality and friendly service to guests.
  • Communicated effectively with staff members to ensure better work performance as a team.

Operations Manager

The Executive Centre
07.2007 - 07.2019
  • Company Overview: The Executive Centre is an international company, with network span across Asia, the Middle East, and Australia. I started as a Customer Service Leader and was promoted multiple times throughout the years I was selected to co-ordinate the start-ups of 11 branches in Shanghai, due to outstanding contribution in business expansion
  • Conducted market research to determine products and features in demand.
  • Planned and carried out various marketing activities and events, expanded clientele and strengthened existing relationships with business partners and clients.
  • Analyzed client’s needs and current market trend, provided strategies for up selling.
  • Developed and organized training programs in up selling to sales personnel.
  • Met with clients to present campaigns and offer advice.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.

Education

Bachelor’s Degree - Economics (Finance and Banking)

Shanghai Jiaotong University
Shanghai China
03-2016

College Diploma - Tourism Management

Shanghai Vocational Technical College of Agriculture And Forestry
Shanghai China
07-2005

Skills

  • Multi-tasking proficiency
  • Quick learner in dynamic environments
  • Track record of exceeding sales targets through strategic initiatives
  • Loan processing
  • Business prospecting
  • Banking software proficiency
  • Portfolio management
  • Investment strategies
  • Credit risk evaluation
  • Credit assessment
  • Investment banking services
  • Financial services
  • Decision-making
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Multitasking and organization
  • Banking

Accomplishments

  • Achieved Synergy Ambassadors- Mar 2025 through Cross-Sector synergy and by going to market together at National Bank of Canada- Ontario North & East.
  • Achieved Top Ambassador-Mar 2024 through effectively helping with NBDB Direct Brokerage team National Bank of Canada- Ontario North & East.
  • I started my career in the banking industry in 2021 and was promoted to Senior Banking Advisor within two years at the National Bank of Canada. This rapid advancement was due to my quick learning ability and strong soft skills.
  • Accumulated over 12 years of experience in customer service and business operations at The Executive Center in Shanghai, China. I was continually promoted to Operations Manager in Shanghai, where I was responsible for overseeing 11 branches. Additionally, I coordinated all aspects of a relocation project for two branches in Sydney, Australia. My responsibilities included customer coordination, communication with property management, and assisting with internal personnel management, recruitment, training, and related functions.

LANGUAGES AND CERTIFICATION

Mandarin
Native or Bilingual
English
Full Professional

Certification

  • Finra-Securities Industry Essentials(SIE) Exam
  • Investment Funds in Canada (February 2022 to Present)
  • HRBlock Level 1 Tax Pro-Federal Income Tax 2022 (January 2023 to Present)
  • Respect in Sport-Activity Leader Certificate -Scouts Canada (November 2021 to Present)

Timeline

Senior Banking Advisor

National Bank of Canada
12.2021 - Current

Customer Service Representative

Bank of Montreal
04.2021 - 09.2021

Operations Supervisor

Earle of Leinster Bed & Breakfast
07.2019 - 04.2020

Operations Manager

The Executive Centre
07.2007 - 07.2019

Bachelor’s Degree - Economics (Finance and Banking)

Shanghai Jiaotong University

College Diploma - Tourism Management

Shanghai Vocational Technical College of Agriculture And Forestry
Fei Pei