Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jiaming Zhang

Richmond,Canada

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers.

Overview

7
7
years of professional experience
1
1
Certification

Work History

FINANCIAL SERVICES REPRESENTATIVE

CIBC
RICHMOND, BC
03.2023 - Current
  • Ranked national Top 5% in managed money sales, achieved and exceeded target by 330%; national top 10% in lendings, achieved and exceeded target by 300%
  • Assiting and traing other staff during staff shortage
  • Developed and deepened relationships with new and existing clients to build strong connections and close deals
  • Increased client satisfaction by providing tailored financial advice and investment recommendations
  • Collaborated with team members to achieve sales targets and improve overall branch performance
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.

Server

Four Brothers Bistro ltd
Richmond, British Columbia
05.2022 - 06.2023
  • Followed health safety guidelines when preparing and serving food products.
  • Upheld high standards of sanitation in accordance with health department regulations.

CUSTOMER SERVICES REPRESENTATIVE

CIBC
RICHMOND, BC
11.2022 - 03.2023
  • Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedure
  • Respond and resolve customer's concerns using standard procedures
  • Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve
  • Assist the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routing activites.

SALES AND PROMOTIONS MANAGER

THE ALLEY CHAIN RESTAURANT
Richmond, British Columbia
02.2020 - 06.2022
  • Managed Customer Service Area, supervising subscriptions, distributions, and sales of a biweekly Catholic Bulletin
  • Analyzed customer needs and competitor dynamics in under-penetrated markets across the country through store visits and interviews with store managers
  • Increased team productivity by implementing streamlined processes and effective communication strategies.

Bartender

BubbleWorld
Surrey, British Columbia
09.2018 - 06.2019
  • Processed payments accurately and efficiently with POS system.
  • Cleansed glasses with sanitizing solution after each use.
  • Performed opening and closing duties including restocking supplies.

Cashier

FreshSlice
Surrey, British Columbia
10.2017 - 05.2018
  • Adhered to sanitation standards when handling food products and utensils.
  • Followed established recipes when creating specialty pizzas requested by customers.
  • Conducted price checks for special orders or discounts as requested by customers.

Education

BBA, Finance -

Trinity Western University
Langley, BC
08.2019

Skills

  • Exceptional communication skills
  • Strong interpersonal, team building and negotiation skills
  • Strong leadership, motivational and interpersonal skills capable of building strong working relationships
  • Financial Planning
  • Teller transactions
  • Account Maintenance
  • Customer Relationship Building
  • Financial Markets

Certification

  • CSC-Canadian Securities Course (Volume 1 & Volume 2)
  • FOODSAFE- Vancouver Food Safety (Level 1)

Languages

  • Chinese (Mandarin), Native or Bilingual
  • English, Full Professional

Timeline

FINANCIAL SERVICES REPRESENTATIVE

CIBC
03.2023 - Current

CUSTOMER SERVICES REPRESENTATIVE

CIBC
11.2022 - 03.2023

Server

Four Brothers Bistro ltd
05.2022 - 06.2023

SALES AND PROMOTIONS MANAGER

THE ALLEY CHAIN RESTAURANT
02.2020 - 06.2022

Bartender

BubbleWorld
09.2018 - 06.2019

Cashier

FreshSlice
10.2017 - 05.2018

BBA, Finance -

Trinity Western University

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Jiaming Zhang