Jaymes (Jun) Qi
Toronto,Ontario
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
9
9
years of professional experience
Work History
Client Advisor
Royal Bank of Canada
Toronto, Ontario
01.2022 - Current
- Proactively engage with clients in all areas of the branch and the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Proactively take ownership of resolving and preventing client banking problems
- Enhance the growth in customer digital adoption through banking activities and self-service channels
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
- Use advice capabilities, and those of the right partner in the RBC ecosystem to meet our client's entire suite of financial needs, both personal and business
- Fundamental knowledge of relevant banking processes and procedures when processing client financial transactions
- Empowered customer relation skills by efficiently being committed and passionate when helping customers
- Excel in a fast-paced environment, knowing how to prioritize and evaluate a sense of urgency while demonstrating a high degree of courtesy and professionalism
- Strong interpersonal skills with the ability to build rapport and professional connections with customers
- Able to meet learning expectations in a dynamic fast-paced environment and as a self-starter able to initiate processes and ideas toward team/organizational goals.
Uber Driver
Toronto, Ontario
01.2019 - 01.2022
- Provide safe and excellent customer services to 100s of customers
- Maintained 100% clean driving record and vehicle inspection
- Ensured riders had a pleasant trip resulting in a 5.0 rating.
Pre-Boarding Screening Officer
Garda Aviation
Toronto, Ontario
01.2017 - 01.2019
- Conducting a visual review of traveling documents and government-issued identification, to identify and report fraudulent documents, and individuals requiring additional screening
- Interacting with the public, providing directions, and responding to inquiries
- Operating screening equipment such as metal detectors and x-ray machines to identify dangerous objects in baggage, cargo, and on passengers to prevent those objects from being transported onto aircraft
- Engaging in the continuous development of critical thinking skills necessary to mitigate actual and potential security threats, by identifying, evaluating, and applying appropriate situational options and approaches
- Maintaining focus and awareness while working in a stressful environment which includes noise from alarms, machinery, people, crowd distractions, time pressure, and disruptive and angry passengers. This helped to preserve the professional ability to identify and locate potentially life-threatening or mass destruction devices, and also to make effective decision in both crisis and routine situations.
Customer Service & Administrative Clerk
Virtual Brokers
Toronto, Ontario
01.2015 - 01.2017
- Managed client inquiries about their investment accounts - account positions, balances, account changes
- Handled and resolved service requests, ensuring accuracy; coordinated tasks with the team
- Provided assistance to other departments when needed.
- Engaged targeted prospect segments by proactively placing outbound calls and subsequent follow-ups to drive new account and asset growth
- Managed daily office operations, including scheduling appointments and managing incoming calls.
- Organized and maintained filing systems both electronically and manually.
- Performed data entry duties to update client information in databases.
- Maintained accurate records of financial transactions using accounting software programs.
Education
Some College (No Degree) - Investment Fund In Canada
Canadian Securities Institute
Toronto, ON12-2022
Bachelor of Arts - Specialization in Finance & Economics
University of Western Ontario
London, ON06-2015
Some College (No Degree) - Personal Financial Services Advice
Canadian Securities Institute
Toronto, ONSkills
- Highly skilled in interpreting/applying records management principles, practices and systems in efficient and correct preparation, processing, management and archiving of records ad documents in accordance with policies
- Client-focused; demonstrate sound judgment, tact, courtesy, professionalism, discretions and sensitivity to diversity in all interactions while ensuring confidentiality of operational matters and management information (as per MFIPPA)
- Excellent verbal and written communication skills; able to provide accurate information to address phone, email and in person inquiries and prepare clear, concise correspondence, presentation materials, emails and reports
- Proficient in Microsoft Office Suite (Word, Outlook, Access, PowerPoint, Excel) and financial information systems (SAP) ad Adobe; fast, accurate data entry, proofreading & keyboarding skills (70 wpm)
- Exceptional interpersonal skills; able to establish and maintain effective working relationships at all organizational levels with staff at vendors, Council, officials ad the public
- Above average record of attendance, punctuality, reliability, work performance and customer satisfaction
- Proven ability to use conflict resolution and active listening skills to diffuse and mediate issues and complaints
- Advanced analytical and problem-solving skill; able to prepare and review complex correspondence and spreadsheet to extract, interpret, analyze and report data for reports that support management decision-making
- Effectively organize, analyze and report data to management, identify inefficiencies and recommend solutions and create reports to support decision-making
- Superior Business Mathematics skills; able to perform complex calculation using knowledge of statistical techniques
- Well organized; able to effectively adapt to change and prioritize and manage multiple completing tasks under time constraints to meet deadlines in a fast-paced environment while maintaining accuracy and attention to detail
- Co-operative team player with the ability to take initiative and work independently with minimal supervision
Pronouns
him/He
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Accomplishments
- Digital Champion of Downtown Market Branch
- Exceptional Partner referral in collaboration with team
- High NPS in related to client satisfaction
- Excelling KPI performance in current role
References
References available upon request.
Timeline
Client Advisor
Royal Bank of Canada
01.2022 - Current
Uber Driver
01.2019 - 01.2022
Pre-Boarding Screening Officer
Garda Aviation
01.2017 - 01.2019
Customer Service & Administrative Clerk
Virtual Brokers
01.2015 - 01.2017
Some College (No Degree) - Investment Fund In Canada
Canadian Securities Institute
Bachelor of Arts - Specialization in Finance & Economics
University of Western Ontario
Some College (No Degree) - Personal Financial Services Advice
Canadian Securities Institute
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