Jessica Vanessa Joa Chan
Markham,ON
Summary
Dedicated and results-driven Personal Banker with a strong passion for helping clients grow their financial wealth. Equipped with a solid foundation in investment planning and credit lending. Recognized as a National TOP 43 Personal Banker in Q2’23, a Quarterly Spotlight Winner in Q1’23, and a Quarterly Spotlight Nominee in Q3'22 at TD Canada Trust.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
02.2022 - 06.2023
- Accomplished professional with strong background in investment planning, credit lending, and mortgage insurance, consistently over achieving quarterly investment of $4 million and lending goals of $1.9 million.
- Proven track record in generating referrals for wealth planners and small business managers, contributing over $2 million in successful results quarterly.
- Expertise in call lead management and pipeline development for future quarters, combined with adept handling of daily administrative tasks.
- Demonstrated success in coaching banking associates to attain improved performance, increased referral rates, and enhanced customer satisfaction through daily stand-up meetings.
Personal Banking Associate
TD Canada Trust
01.2021 - 01.2022
- Recognized as the top performer in branch for consistently exceeding performance metrics.
- Accomplished professional with strong track record in account openings and credit lending, consistently maintaining 95%+ customer satisfaction rate.
- Proficient in handling incoming calls in an informed, professional, and efficient manner, ensuring exceptional customer service.
- Executes complex and diverse tasks within established guidelines, consistently delivering results.
Customer Experience Associate
TD Canada Trust
12.2019 - 12.2020
- Delivered exceptional customer service with a friendly approach, demonstrating strong professionalism, and ensuring timely assistance with financial transactions.
- Processed financial transactions meticulously, adhering to stringent bank industry regulations and TD's policies Assisted with bank opening and closing procedures as a Junior Comb Holder
- Identified valuable sales opportunities that benefited customers and successfully referred them to the sales team.
Co-Founder
Our Sincerest
03.2018 - 12.2019
- Proficiently managed and operated an e-commerce store, overseeing all aspects of its operations.
- Conducted negotiations with more than 20 international suppliers to secure competitive prices and favorable terms.
- Demonstrated excellent customer service by promptly addressing inquiries and resolving complaints with a high level of professionalism.
- Effectively promoted products through strategic follow-up email campaigns, contributing to increased sales and customer engagement.
Brand Representative
Nu Skin Enterprises, Inc
09.2016 - 12.2017
- Cultivated robust client relationships by offering free trials for new products, conducting proactive follow-up calls, and hosting regular monthly check-ins.
- Delivered engaging public speaking events to promote the company's brand and effectively recruit new member.
- Demonstrated linguistic versatility by fulfilling international orders, leveraging proficiency in multiple languages.
- Elevated customer satisfaction by actively soliciting and applying customer feedback to drive ongoing improvements.
Education
Bachelor of Arts - Economics
Simon Fraser University
British Columbia, Canada08.2019
Skills
- Financial Planning: Proficient in investment, credit and insurance planning
- Client-Centric: Prioritizing client needs and building trust
- Task Management: Efficiently handling meetings and documentation
- Adaptability: Embracing change in dynamic environments
- Attention to Detail: Meticulous in client materials
- Proactive Problem Solver: Self-starter for client requests
- Effective Communication: Building trust and collaboration
- Team Player: Active team participation and continuous learning
- Business Development: Generating referrals and networking
- Leadership: Coaching and mentorship for team development
Certification
- Canadian Securities Course (CSC) Licensed
- Wealth Management Essentials (WME) Completed
Languages
- Cantonese: Native
- Spanish: Fluent
- Mandarin: Fluent
- English: Fluent
Timeline
Personal Banker
TD Canada Trust
02.2022 - 06.2023
Personal Banking Associate
TD Canada Trust
01.2021 - 01.2022
Customer Experience Associate
TD Canada Trust
12.2019 - 12.2020
Co-Founder
Our Sincerest
03.2018 - 12.2019
Brand Representative
Nu Skin Enterprises, Inc
09.2016 - 12.2017
Bachelor of Arts - Economics
Simon Fraser University
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