Jiacun Li
Richmond Hill,ON
Summary
Highly-motivated employee with banking experience and passion to take on new challenges. Strong adaptability and exceptional customer service skills. Very detail-oriented and able to learn new skills quickly.
Overview
7
7
years of professional experience
Work History
Personal Banker
BMO Bank of Montreal
Markham, ON
10.2020 - Current
- Take a lead in proactively engaging with new and existing customers and prospect by providing needs-based financial advices to grow customer loyalty and identify immediate/future opportunities.
- Identify customer needs and work closely with partners such as financial planners and relationship managers to win the business.
- Engage customers to grow existing business with BMO by proactively reaching out, generating appointments, and building new relationships within the community.
- Probe to understand customer personal banking and small business banking needs and integrate marketing promotions and programs into customer conversations to provide strategic advice and generate referral opportunities to small business banking partners.
- Keep track and follow up on service requests to make sure sales and service related issues are solved in a timely manner.
- Provide coaching to junior colleagues when needed.
Personal Banking Associate
BMO Bank of Montreal
Scarborough, ON
03.2020 - 10.2020
- Welcome and guide customers as they walk into the branch lobby, and offer advice and guidance on available digital and self-serve options.
- As a lobby leader, assist in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
- Review customer profiles and engage customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
- Supports operational activities such as inventory management, escalating service requests, following up on credit applications and filing.
Customer Service Representative
BMO Bank of Montreal
Markham, ON
06.2017 - 03.2020
- Assist customers with their everyday banking transactions, including deposit, withdraws, payments and new credit card applications.
- Promote financial products and services provided by BMO to achieve sales goals and referral goals.
- Manage cash control, including ordering cash for branch, helping co-workers with cash shipment and servicing ATM machines.
Education
Bachelor of Commerce - Accounting
University of Manitoba
Winnipeg, MB08-2016
Skills
- Detail oriented
- Customer Service
- Upselling and cross-selling
- Relationship Building
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
Personal Banker
BMO Bank of Montreal
10.2020 - Current
Personal Banking Associate
BMO Bank of Montreal
03.2020 - 10.2020
Customer Service Representative
BMO Bank of Montreal
06.2017 - 03.2020
Bachelor of Commerce - Accounting
University of Manitoba
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