Jifei (Emma) Zhang
White Rock,British Columbia
Summary
Extensive customer service skills acquired from multiple highly-noted internships and jobs. Great with mediating and solving problems. Organized financial professional aiming to the role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
4
4
years of professional experience
Work History
Personal Banker Associate
BMO
07.2022 - 07.2023
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing pre-approve personal loan applications, helping with estate accounts and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Followed up with customers to gather feedback and provide additional assistance.
Customer Service Representative
BMO
07.2020 - 06.2022
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Provided primary customer support to internal and external customers.
Customer Service Representative
Prospera Credit Union
12.2019 - 06.2020
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Mobile Financial Sales Specialist
CIBC
05.2019 - 11.2019
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Built strong relationships with customers to increase retention and loyalty.
- Assisted customers with questions and inquiries to provide information regarding credit card accounts.
Education
BBA - Marketing Management
Kwantlen Polytechnic University
Surrey, BCSkills
- Data Integrity
- Personal Interviews
- Account Type Familiarity
- Finance and Accounting
- Mandarin language skill
- Team Interaction
Timeline
Personal Banker Associate
BMO
07.2022 - 07.2023
Customer Service Representative
BMO
07.2020 - 06.2022
Customer Service Representative
Prospera Credit Union
12.2019 - 06.2020
Mobile Financial Sales Specialist
CIBC
05.2019 - 11.2019
BBA - Marketing Management
Kwantlen Polytechnic University
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