Joan Tran
Vancouver,Canada
Summary
Result-driven Financial Services Representative with strong background in customer services. Agile with excellent communication and analytical skills and in-depth understanding of financial products, services and procedures.
Overview
4
4
years of professional experience
Work History
Financial Services Representative
Vancity Credit Union - BR 13
2024.01 - Current
- Executing member transactions in accordance with established standards, achieving a high level of service quality with zero customer complaints since the start.
- Identifying and assessing the needs of members to provide suitable products, services, and referrals, including 37 Vancity credit card sales in 8 months and meeting targets for referrals to AMs, BBAMs and SWMs.
- Applying branch service standards, policies, procedures, and controls to ensure compliance and mitigate risks, resulting in zero percent branch's loses.
- Fully utilizing available technical systems, such as Visa TCSP, Doxim, and D&H Cheque ordering systems, to deliver an efficient and seamless service experience for members.
Personal Banking Associate
BMO Bank of Montreal
2023.06 - 2023.12
- Conducted regular account reviews to uncover cross-selling opportunities, exceeding targets with 105% achievement in account openings, mutual fund trades, term investments, and credit card sales.
- Actively participated in staff training programs to enhance personal and team performance, including completing all internal E-learning modules and passing the IFIC mutual funds exam within one month of starting.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes, taking responsibility for opening and closing with AM or ABM.
- Resolved complex customer issues promptly and escalated matters when necessary, maintaining a 98% client satisfaction rate.
Customer Experience Associate
TD Bank
2022.09 - 2023.06
- Experienced Teller with a strong track record of providing exceptional customer service and maintaining high levels of accuracy in cash handling at TD Bank
- Proficient in conducting various financial transactions, including deposits, withdrawals, and currency exchanges, while ensuring strict adherence to banking regulations and procedures.
- Consistently meet or exceed sales targets (TD's growth score card is 380% and high referral rate to Financial Advisors) by promoting bank products and services to customers, resulting in increased customer satisfaction and loyalty.
Test Administrator
Pearson Professional Center
2020.06 - 2022.08
- Warmly welcomed and provided a professional and friendly experience to hundreds of candidates at the test center, ensuring a stress-free check-in process for over 20 candidates per day.
- Efficiently managed administrative tasks such as creating, printing, scanning, and editing the daily roster schedule, as well as preparing materials and documents for upcoming exam days
- Exercised discretion and maintained confidentiality of candidates' personal information and company documents, strictly adhering to the company's procedures and policies
- Recognized for reliability and trustworthiness, promoted to be responsible for opening and closing the office as a key holder for two locations.
Education
Certificate - Investment Funds in Canada
Canadian Securities Course CSC
Vancouver, BC08.2023
Post Degree Diploma in Marketing Management - Marketing Management And Research
Langara College
Vancouver, BC12.2020
Skills
- Communication Skills
- Leadership Skills
- Effective Time Management
- Ability to Multitask
- Ability to Work in a Team
- Detail Oriented
- Microsoft Office
- Hard Working
Languages
English
Full Professional
Vietnamese
Native or Bilingual
Volunteers
- Represented Vancity in Collingwood Neighbourhood Days 2024: Connected with members in the neighborhood and organized face-painting activities.
- Elections Canada 44th General Election staff.
Timeline
Financial Services Representative
Vancity Credit Union - BR 13
2024.01 - Current
Personal Banking Associate
BMO Bank of Montreal
2023.06 - 2023.12
Customer Experience Associate
TD Bank
2022.09 - 2023.06
Test Administrator
Pearson Professional Center
2020.06 - 2022.08
Certificate - Investment Funds in Canada
Canadian Securities Course CSC
Post Degree Diploma in Marketing Management - Marketing Management And Research
Langara College
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