Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
References
Timeline
Generic

Han Ting Pan

Victoria,BC

Summary

Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations. Dedicated to prioritizing client and team needs for enhanced productivity and overall growth for the branch.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Personal Banker

TD BANK
Victoria, British Columbia
07.2022 - Current
  • Identified potential investments and opportunities for clients according to their individual needs.
  • Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
  • Developed relationships with clients in order to gain a better understanding of their goals and needs.
  • Educated clients on various investment options available in the marketplace.
  • Provided guidance on loan products and services to prospective borrowers.
  • Assisted customers in completing applications for a mortgage loan.
  • Assisted colleagues with questions and provided guidance, while also making valuable contributions to the overall team.

Personal Banking Associate

TD BANK
Victoria, British Columbia
06.2021 - 06.2022
  • Assisted customers with opening new accounts, new credit cards, unsecured lending, and setting up online banking services.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.
  • Educated customers about different types of banking services available at the branch.
  • Provided assistance to other tellers during peak business hours as needed.

Customer Experience Associate

TD BANK
Victoria, British Columbia
12.2020 - 06.2021
  • Provided exceptional customer service to ensure customer satisfaction.
  • Processed customer deposits and withdrawals accurately, balancing cash daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Performed cash handling duties including counting currency, coins and checks.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.

Assistant Manager

Romeo's Place
Victoria, British Columbia
01.2017 - 12.2019
  • Supervised and trained staff in customer service, food handling, and safety protocols.
  • Managed day-to-day operations of restaurant, including scheduling, and inventory control.
  • Conducted weekly team meetings to discuss performance issues and provide feedback.
  • Monitored stock levels of ingredients to ensure timely delivery of fresh produce.
  • Provided customers with helpful information regarding menu and services.
  • Resolved customer complaints in a timely manner.

Food and Beverage Server

Romeo's Place
Victoria, British Columbia
07.2010 - 12.2016
  • Provided excellent customer service to ensure satisfaction.
  • Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
  • Took orders from customers accurately and in a timely manner.
  • Monitored dining room for cleanliness and proper set-up at all times.
  • Responded efficiently to guest inquiries and complaints in a professional manner.
  • Ensured that each guest was served courteously, quickly, and efficiently.

Education

Diploma - Hospitality Management

Camosun College
Victoria, BC
05-2014

Skills

  • Customer Service
  • Banking
  • Staff Training
  • Investment strategies
  • Employee Motivation
  • Issues Resolution
  • Customer Service-Oriented
  • Loan Servicing
  • Complaint Handling

Affiliations

  • Fitness
  • Cooking
  • Health and Wellness
  • Outdoor activities

Languages

English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
French
Limited

Certification

  • IFIC (Investment Funds Institute of Canada)
  • Marketing Analytics (Analysis and Marketing Segmentation) Certificate
  • Real Estate License
  • Serving It Right

References

References available upon request.

Timeline

Personal Banker

TD BANK
07.2022 - Current

Personal Banking Associate

TD BANK
06.2021 - 06.2022

Customer Experience Associate

TD BANK
12.2020 - 06.2021

Assistant Manager

Romeo's Place
01.2017 - 12.2019

Food and Beverage Server

Romeo's Place
07.2010 - 12.2016

Diploma - Hospitality Management

Camosun College

Similar Profiles

CREATE PROFILE
Han Ting Pan