Summary
Overview
Work History
Education
Certification
Timeline
Generic

Inez Leung

Toronto,ON

Summary

Detail-oriented and client-focused, I am proficient in financial transactions, relationship management and team collaboration. I aim to contribute to RBC's success while upholding the highest standards of integrity and compliance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Advisor

RBC
03.2023 - Current
  • Successfully closed $3 million in sales within a 7-month period
  • Maintained an unwavering commitment to accuracy and attention to detail while overseeing a wide array of financial transactions.
  • Executed responsibilities with meticulous care, ensuring error-free management of customer accounts and transactions.
  • Cultivated and nurtured strong, lasting relationships with a diverse clientele.
  • Ensured the utmost satisfaction among clients, fostering a positive and enduring image of the bank.
  • Recognized for personalized service that consistently exceeded customer expectations.
  • Collaborated seamlessly with team members to achieve and surpass branch sales targets.

Client Service Representative

CIBC
06.2022 - 10.2022
  • Delivered outstanding customer service by promptly addressing inquiries, resolving issues, and ensuring a positive client experience.
  • Successfully identified opportunities for cross-selling and upselling banking products and services.
  • Proactively addressed and resolved customer concerns and complaints, fostering customer loyalty.
  • Adhered to banking regulations and internal policies, ensuring all transactions were conducted with the highest level of integrity and in compliance with industry standards.

Project Assistant

Hong Kong Design Institute
03.2021 - 03.2022
  • Collaborated with cross-functional teams to ensure seamless execution of project tasks, contributing to the overall success of initiatives.
  • Played a pivotal role in data analysis and reporting, providing critical insights to support decision-making processes.
  • Utilized tools such as Microsoft Excel and data visualization software to present findings in a clear and actionable format.
  • Maintained meticulous documentation and records for projects, ensuring compliance with organizational standards.

Education

BBA - Corporate Governance

Hong Kong Shue Yan University
Hong Kong
06.2020

Associate Degree Of Business Administration - Marketing

Community College Of City University
Hong Kong
06.2017

Certification

Canadian Investment Funds Course

Timeline

Client Advisor

RBC
03.2023 - Current

Client Service Representative

CIBC
06.2022 - 10.2022

Project Assistant

Hong Kong Design Institute
03.2021 - 03.2022

BBA - Corporate Governance

Hong Kong Shue Yan University

Associate Degree Of Business Administration - Marketing

Community College Of City University

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Inez Leung