Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jihoon Choi

Coquitlam,BC

Summary

Hello. My name is Jihoon Choi who came from South Korea. I came to Canada when I was 20 years old and stayed in Vancouver, BC, and Victoria, BC about 5 to 6 years. I finished my mandatory military service in my home country and finished my degree from UVIC last year. After that, I came to Vancouver to work at a bank. While I work as a customer services representative and Client Advisor for around a year, I learned many skills for banking system such as opening accounts, deposits, withdrawals, oversea remittance, promoting bank's products to customers and so on according to the 'Bank Compliance System' (ex. Risk-High Countries transactions / Anti - Money Laundering, etc). Moreover, I know who should I refer to according to client's specific situations. Before this banking industry experience, I also worked as a project researcher in South Korea around a year, too. At that time, I also gave many options to my potential, and current clients to fulfill their needs. Now, I'm in the middle stage to get CSC certificate to broaden my perspectives in Finance. Thus, I strongly believe that I can get the CSC certificate during the experience at RBC as a Commercial Banking Advisor Intern position and develop myself as a good banker.

Overview

4
4
years of professional experience

Work History

Client Advisor

RBC Royal Bank
08.2023 - Current
  • Informed and suggested new banking products to customers.
  • Assisted customers in depositing and withdrawing cash.
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Completed daily logs, tracked data and managed clients' book of business.
  • Managed customer requests while mitigating potential risk to bank.
  • Referred around $ 3M to IRP in 3 months.

Customer Services Representative (Personal Banker)

Shinhan Bank Canada
10.2022 - 07.2023
  • Provide sound advice at every customer interaction to create a positive customer experience.
  • Promote bank's products to customers and open accounts for customers. (Checking / Savings / GIC / TFSA / RRSP)
  • Complete a variety of account transactions; deposits, withdrawals, bill payments, oversea remittances and so on according to the 'Compliance'. (Checking the risk-high countries' transactions, AML, etc.)
  • Manage the ATM night deposits. (Cash-Handling)
  • Help branch member in many ways. (General Affairs)

Project Researcher

Uway Global
05.2020 - 03.2021

Until I came back to Canada to finish my degree after COVID-19,

  • Plan and construct company's new business model.
  • Manage the details of new business homepage.
  • Collect more than 400 university admission information worldwide.
  • Conduct meetings with more than 100 clients to fulfill their demands.

Education

Bachelor of Science - Economics With Finance Option

University of Victoria
Victoria, BC
06.2022

Skills

  • Microsoft Powerpoint (8 years)
  • Microsoft Word (8 years)
  • Accounting (Less than 1 year)
  • Data Analysis
  • Financial Report Writing
  • Financial Analysis
  • Korean
  • Financial Services

Accomplishments

  • Opened approximately 80 personal accounts and 5 business accounts during my work experience at Shinhan Bank Canada.
  • Sold more than 50 bank's Deposit products. (GIC, Term-Deposit, TFSA, and RRSP)
  • Processed around 200 oversea remittances for both individuals and companies according to the careful reviews for Banking Compliance System.
  • Contacted many bank institutes in Canada according to the related transactions and learned the systems.
  • Found various effective communicating skills when I consult clients.

Timeline

Client Advisor

RBC Royal Bank
08.2023 - Current

Customer Services Representative (Personal Banker)

Shinhan Bank Canada
10.2022 - 07.2023

Project Researcher

Uway Global
05.2020 - 03.2021

Bachelor of Science - Economics With Finance Option

University of Victoria
Jihoon Choi