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
01.2024 - 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
06.2023 - 12.2023
- 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
09.2022 - 06.2023
- 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
06.2020 - 08.2022
- 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
01.2024 - Current
Personal Banking Associate
BMO Bank of Montreal
06.2023 - 12.2023
Customer Experience Associate
TD Bank
09.2022 - 06.2023
Test Administrator
Pearson Professional Center
06.2020 - 08.2022
Certificate - Investment Funds in Canada
Canadian Securities Course CSC
Post Degree Diploma in Marketing Management - Marketing Management And Research
Langara College
Similar Profiles
Selina LiangSelina Liang
Wealth Relationship Manager at Vancity Credit Union/Aviso Wealth ManagementWealth Relationship Manager at Vancity Credit Union/Aviso Wealth Management
Prabhleen KaurPrabhleen Kaur
Member Services Representative at Vancity Credit UnionMember Services Representative at Vancity Credit Union
Melinda BalocMelinda Baloc
Workforce Analyst at Vancity Credit UnionWorkforce Analyst at Vancity Credit Union