Huiyuan Shao
Edmonton,Canada
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious targets. Well-versed in industry regulations and asset protection strategies.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Personal Banker
TD Canada Trust
01.2024 - Current
- Exceeded individual performance metrics consistently, achieving 140% of annual target, while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Cross-sold bank products and services to meet customer Investing and Lending needs and provide options.
Personal Banking Associate
Bank Of Montreal
01.2023 - 01.2024
- Evaluated client financial positions and identified most appropriate banking or investment products.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Processed customer applications and pre-approved lending product in accordance with bank policy.
- Active Licensed Mutual Fund Representative
Customer Experience Associate
TD Canada Trust
02.2022 - 01.2023
- Suggested operational improvements to enhance quality, improve production times and reduce costs.
- Utilized telephone, online chat, and email platforms to deliver outstanding customer service.
- Asked customers questions to determine, verify and solve common problems.
Store Manager
Sunglass Hut
08.2020 - 08.2022
Assistant Manager
Sunglass Hut
06.2019 - 06.2020
Sales Associate
Sunglass Hut
06.2018 - 06.2019
Education
Bachelor of Commerce -
University of Alberta
Edmonton, AB 09.2015 - 11.2018
Skills
Financial advice
Building customized solutions
Investment Management
Relationship building
Certification
Investment fund in Canada
Timeline
Personal Banker
TD Canada Trust
01.2024 - Current
Personal Banking Associate
Bank Of Montreal
01.2023 - 01.2024
Customer Experience Associate
TD Canada Trust
02.2022 - 01.2023
Store Manager
Sunglass Hut
08.2020 - 08.2022
Assistant Manager
Sunglass Hut
06.2019 - 06.2020
Sales Associate
Sunglass Hut
06.2018 - 06.2019
Bachelor of Commerce -
University of Alberta
09.2015 - 11.2018