Jason Jiao
Markham,Ontario
Overview
5
5
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC
Markham, ON
2023.03 - Current
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Built relationships with customers by providing excellent customer service.
- Analyzed customer's financial situations to determine the best options for meeting their needs.
- Identified, assessed, and reported any suspicious or unusual activity related to anti-money laundering
- Developed processes for monitoring customers' accounts in accordance with applicable regulations.
Direct Investing Specialist
TD
Markham, Ontario
2022.11 - 2023.02
- Worked with customers to determine needs, evaluate financial means and check eligibility for products or services.
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
- Boosted revenue, cultivating client relations, resolving issues and executing proficient account maintenance to develop new customer accounts.
- Reviewed customer applications and pursued missing information to complete submissions.
Customer Service Representative
CIBC
Markham, ON
2021.08 - 2022.11
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
Call Center Representative
Knowledge First Financial
Mississauga
2019.06 - 2021.07
- Proficiency in calculating grants, income, and principle on a daily of the assigned funds.
- Assist and communicate with customer to solve the issue about their RESP plan, communicate tax/interest/grant with internal and external parties;
- Review and process RESP related document and statement.
- Participate in problem solving sessions to identify problems and solutions
Education
Bachelor of Science - Applied Statistic and Math(Honour)
University of Toronto Mississauga
Mississauga, ON12.2018
Skills
- Excellent communication skills (written and oral) and teamwork
- Investment Advice,Sales Proficiency,Follow-Up Skills, Goal Planning, Financial Processes Understanding
- Database Management/Administrative, Data analysis
- Experience with several programming languages including languages with Object Oriented features and software : PowerPoint(2018 Edition), Advanced Excel, R code333 package, Python 34(pandas), Windows 10/8/7/NT/2000/XP/Vista; SQL,MS Word
- Excellent analytical and problem-solving skills
- Financial planning, Industry And Economic Analysis , Securities Advice And Trading
Certification
Canadian Securities Courses
Issued by Canadian Securities Institute
Timeline
Banking Advisor
RBC
2023.03 - Current
Direct Investing Specialist
TD
2022.11 - 2023.02
Customer Service Representative
CIBC
2021.08 - 2022.11
Call Center Representative
Knowledge First Financial
2019.06 - 2021.07
Bachelor of Science - Applied Statistic and Math(Honour)
University of Toronto Mississauga