Jade Huynh
Calgary,AB
Summary
Highly motivated banking professional with nearly three years of experience delivering exceptional, client-focused financial services and over 12 years of expertise in customer service. Adept at building lasting client relationships, providing informed advice on financial products, and leveraging digital tools to enhance the client experience. Driven by curiosity, a strong ethical commitment, and a passion for helping individuals achieve their financial goals. Recognized for outstanding communication, problem-solving, and teamwork abilities, combined with a talent for fostering meaningful connections and delivering impactful solutions.
Key Qualifications Include:
Client Relationship Management: Over five years of experience managing diverse clients. Transitioned from executing brand management and development strategies to educate large audiences on products and services, to providing tailored financial advice and delivering exceptional, personalized banking services.
Salesforce Champion: Spearheaded Salesforce adoption at the branch level by designing and delivering targeted training sessions. Guided colleagues on effective lead management and client relationship strategies, resulting in improved operational efficiency and stronger client engagement.
Top Performer: Consistently exceeded performance goals, achieving 378.32% over target for five consecutive quarters and an impressive 401% year-to-date, exemplifying a results-driven mindset and commitment to excellence.
Coaching and Mentorship: Mentored junior staff and new hires by providing guidance on banking tools, financial products, and client engagement strategies. Developed job aids and streamlined workflows to boost team efficiency and confidence, fostering a collaborative environment that encourages growth and continuous improvement.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Customer Service Associate
Scotiabank
12.2021 - Current
- Resolved customer service issues efficiently by applying company processes and policies, providing clear updates to clients to ensure satisfaction.
- Built strong interpersonal relationships with clients, earning their trust by delivering personalized financial advice and developing tailored savings and credit strategies to support long-term financial health.
- Mentored junior associates and colleagues, fostering their professionalism and equipping them to deliver exceptional client service.
- Handled sensitive information with discretion, adhering to strict confidentiality requirements in alignment with company policies and legal regulations.
- Managed office inventory levels effectively, ensuring necessary supplies were available while reducing waste and minimizing unnecessary expenses.
- Provided mentorship by training colleagues on new processes and guiding them through technological platforms, creating personalized job aids to enhance understanding and efficiency.
- Proactively managed client relationships by conducting financial reviews, identifying needs, and facilitating referrals. Achieved the highest client satisfaction scores in the branch, along with outstanding survey results. Consistently surpassed personal goals, achieving an average of 378.32% of targets, while contributing significantly to overall branch performance.
Lead Waitress
Shawnessy Vietnamese Restaurant
05.2013 - 12.2021
- Handled customer complaints professionally, resolving issues through diplomatic acknowledgment and commitment to service
- Oversaw daily operations of service team, delegated tasks, and trained new staff
- Scheduled promotions which boost total sales by 26%
- Tracked daily sales transactions and invoices for accurate and updated financial reporting.
Brand Ambassador
Independent Contractor
01.2016 - 12.2020
- Contributed to social media content documenting brand's impact in on market. Promoted products using social media outlets, including but not limited to; Facebook, Instagram, and X (formerly Twitter)
- Traveled to retail stores, conducted field recruiting, and attended industry events resulting in increase of brand awareness
- Maintained consistent visual merchandising standards to highlight product features, attract customers and boost sales
- Met and exceeded goals for high-volume personal sales through clientele development and product knowledg.
- Built relationships and identified future client development opportunities by conducting consumer surveys, collecting customer data, and analyzing purchasing habits to support branding efforts.
- Identified key high-traffic, consumer-centric locations and events to deliver brand awareness and implemented team test driving experiences
- Planned and organized sampling events by working hand-in-hand with retail store managers and leaders
- Analyzed consumer usage patterns to identify trends and target key demographics
Research Assistant
University Of Alberta
04.2016 - 05.2018
- Demonstrated strong writing skills to generate original correspondence and reports
- Applied high degree of accuracy and precision when preparing documentation of research procedures and data gathered
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations
- Analyzed cell mutations in relation to cancer or other diseases
- Organized participant-informed consent waivers and research scope documentation
- Screened potential subjects to determine suitability for studies
- Managed critical paperwork such as informed consent forms and personal waivers
- Performed statistical, qualitative and quantitative analysis with R-STUDIOS
- Improved data accuracy by meticulously verifying and correcting information during entry.
Marketing and Brand Manager (Fixed-term Contract)
Vibrant Marketing
11.2016 - 11.2017
- Monitoring market trends and overseeing/leading advertising and marketing
- Developing plans to execute marketing efforts to increase value and performance of brands
- Coordinated, led, and executed brand training presentations for trade or trend shows and new partners to generate and drive product awareness and sales
- Hand selected reliable staff and successfully commissioned collective groups of brand ambassadors for campaigns
- Facilitated growth and increased brand awareness by working with sales team to build and maintain key business relationships
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Education
High School Diploma -
John G. Diefenbaker High School
Bachelor of Science: B.Sc. Honours - Cellular, Molecular And Microbial Biology (CMMB), Chemical Engineering
University of Calgary
Languages
English
Native or Bilingual
Vietnamese
Professional Working
Chinese (Cantonese)
Elementary
Certification
- 03/01/20, Advanced Cardiac Life Support (ACLS)
- 03/01/20, Basic Life Support (BLS) Certification
- 03/01/20, Applied Suicide Intervention Skills Training Certified (ASIST)
- 03/01/20, HCP: First Aid/CPR/AED Certificate
- 01/01/21, Workplace safety + Violence Training
Affiliations
Calgary Horticultural Society, member, 2021-present
Timeline
Senior Customer Service Associate
Scotiabank
12.2021 - Current
Marketing and Brand Manager (Fixed-term Contract)
Vibrant Marketing
11.2016 - 11.2017
Research Assistant
University Of Alberta
04.2016 - 05.2018
Brand Ambassador
Independent Contractor
01.2016 - 12.2020
Lead Waitress
Shawnessy Vietnamese Restaurant
05.2013 - 12.2021
Bachelor of Science: B.Sc. Honours - Cellular, Molecular And Microbial Biology (CMMB), Chemical Engineering
University of Calgary
High School Diploma -
John G. Diefenbaker High School
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