Collaborates with BMO partners & new clients to identify referral opportunities that further grow the client’s relationship with BMO beyond personal banking.
Probes to understand client personal banking, credit card, investment needs and integrates marketing promotions into client conversations to provide strategic advice.
Supports operational activities (Inventory management, escalated service requests, following up on client applications, filing, opening and closing activities).
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of industry.
Follows through on risk and compliance processes and policies to ensure we safeguard our clients’ assets, maintain their privacy, and act in their best interest.
Customer Service Representative
Scotiabank
Vancouver, BC
02.2023 - Current
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Educated customers on special pricing opportunities and company offerings.
Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
Assisted customers with making payments or establishing payment plans to bring accounts current.
Real Estate Agent & Rental Manager
Nu Stream Realty
Burnaby, BC
03.2021 - 01.2024
Managed real estate transactions from initiation to closing.
Researched and determined competitive market price.
Promoted properties via advertisements, open houses and multiple listing services.
Scheduled and managed showings as well as frequent open houses and customer-focused events.
Negotiated contracts and educated sellers and buyers about legal disclosures.
Updated and maintained rental agreement files and documents.
Handled resident complaints and expedited maintenance requests.
Developed and maintained strong working relationships with owners and tenants to minimize hassle for both parties.
Appliances Advisor (Seasonal)
Best Buy Canada
Richmond, British Columbia
10.2022 - 01.2023
Create relationships with customers to identify customer needs and recommend appropriate solutions
Apply product knowledge and industry knowledge to each customer interaction
Apply understanding of design and construction to ensure customer orders are correct to specification
Follow up with customers, designers, vendors and contractors to confirm delivery and answer questions
Partners with other employees to ensure customers end-to-end needs for are met
Sales Representative (Seasonal)
Giorgio Armani
Richmond, BC
11.2021 - 01.2022
Created and implemented store displays, promoting sales and growth.
Engaged positively with each customer, providing professional and polite support for sales and service needs.
Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
Helped customers to determine reasonable budget for products and services, highlighting utility of products and convenience and economy of use.
Retail Associate (Stopped Due to the COVID-19)
Sandbox VR
Richmond, BC
01.2020 - 08.2020
Greeted visitors and directed them to appropriate areas.
Handled payment processing and provided customers with receipts and proper bills.
Answered phone calls, introduced and booked games for customers.
Assisted customers to gear up trackers and equipment and safely completed the game in the game room.
Managed customer complaints and rectified issues to complete satisfaction.
Editor & Legal Assistant
Top Consulting Group Inc.
Vancouver, BC
02.2018 - 08.2019
Collaborated with Immigration Consultant and writers to develop and maintain individual voice and hone unique writing style.
Published daily articles via official account (top687) of WeChat Official Platform.
Wrote interesting, eye-catching story headlines and summaries.
Evaluated reporter stories, shaped content and helped improve overall work quality through careful review, detailed editing and constructive feedback.
Verified facts in written pieces using reference sources and scholarly articles.
Food and Beverage Server
Jade Fountain Restaurant
Victoria, BC
05.2015 - 05.2017
Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
Communicated with kitchen staff frequently to stay up-to-date on supply availability and potential customer wait times.
Calculated charges, issued table checks and collected payments from customers.
Education
Bachelor of Arts - Psychology
University of Victoria
Victoria, BC
05.2017
High School Diploma -
Shenzhen Experimental School
China
07.2011
Skills
Multilingual Communication (Cantonese, Mandarin, English)