Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jason Jiao

Markham,Ontario

Overview

5
5
years of professional experience
1
1
Certification

Work History

Banking Advisor

RBC
Markham, ON
03.2023 - 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
11.2022 - 02.2023
  • 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
08.2021 - 11.2022
  • 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
06.2019 - 07.2021
  • 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, ON
12.2018

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
03.2023 - Current

Direct Investing Specialist

TD
11.2022 - 02.2023

Customer Service Representative

CIBC
08.2021 - 11.2022

Call Center Representative

Knowledge First Financial
06.2019 - 07.2021

Bachelor of Science - Applied Statistic and Math(Honour)

University of Toronto Mississauga

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Jason Jiao