Summary
Overview
Work History
Education
Skills
Timeline
Generic

Hongyu Ao

Longueuil,Quebec

Summary

Result-driven CSR/FSR with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of customer needs and employ business growth strategies.

Overview

1
1
year of professional experience

Work History

Financial Services Representative

OTT Financial Inc.
08.2022 - 08.2023
  • Established and cultivated a customer-oriented culture, ensuring every customer was welcomed with a warm greeting and offered tea, coffee, or water to enhance their experience.
  • Managed inbound and outbound calls, consistently delivering friendly and effective customer service in accordance with established timelines.
  • Provided high-quality services to clients through various channels, including phone, Internet, and face-to-face interactions.
  • Maintained detailed and updated records of all financial interactions and transactions to support traceability, contributing to efficient communication and record-keeping.
  • Demonstrated a keen ability to identify and assess customer needs, offering appropriate solutions to achieve customer satisfaction.
  • Collaborated and coordinated with internal departments when necessary to address customer inquiries and concerns.
  • Nurtured strong and lasting customer relationships by fostering trust and effective communication.
  • Actively participated in training sessions to enhance knowledge and performance, ensuring adherence to FINTRAC regulations, guidelines, and internal policies.
  • Ensured precision and efficiency when utilizing CRM-business processing systems.
  • Consistently met or exceeded both individual and team qualitative and quantitative targets.
  • Upheld a clean and organized work environment, contributing to a positive and professional atmosphere.

Education

Bachelor of Science - Biology

Université De Montréal
Montreal, QC
01.2023

Certificate - French of Second Language

Université De Montréal
Montreal, QC
07.2018

Skills

  • Customer Relationship Management
  • Exceptional phone contact handling skills combined with active listening abilities
  • Proficiency in utilizing CRM systems and best practices
  • Strong customer orientation and adeptness at adapting to diverse circumstances
  • Excellent communication and presentation skills, both written and verbal
  • Effective multitasking, prioritization, and time management capabilities
  • Mandatory Mandarin proficiency for servicing Mandarin-speaking clients

Timeline

Financial Services Representative

OTT Financial Inc.
08.2022 - 08.2023

Bachelor of Science - Biology

Université De Montréal

Certificate - French of Second Language

Université De Montréal
Hongyu Ao