Summary
Overview
Work History
Education
Skills
Languages
Timeline
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JOANNA, YAN HA Wong

Toronto,ON

Summary

Forward-thinking professional with deep understanding of resolving customer problems with efficiency and civility. Proven expertise in loan products, service and customer needs. Identifies and resolves concerns while promoting new products and meeting sales objectives. Able to work independently, multi-tasking.

Overview

5
5
years of professional experience

Work History

Contact Center Representative II, Borrowing

TD Bank
Toronto, Ontario
01.2022 - Current
  • Followed up with customers after each interaction to ensure satisfaction.
  • Educated customers on features and benefits of products or services.
  • Identified opportunities to upsell additional products or services.
  • Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.

Trade Specialist

HSBC HK
Hong Kong, Hong Kong
04.2021 - 09.2022
  • Checked invoices and bill into cash to improve client cash flow management
  • Improved the cash flow and credit management with credit insurance policies offered
  • Communicated with client director and make the transaction more smooth
  • Made bids and offers to buy or sell securities.

Customer Care Officer (Premier Center)

HSBC HK
Hong Kong, Hong Kong
09.2019 - 04.2021
  • Provided the accurate and efficient counter transactions
  • Met the financial services needs and provide related products to customer
  • Ensure compliance of general, anti-money laundering and anti-terrorist financing compliance controls
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.

Retail Salesperson

UNIQLO HK
Hong Kong, Hong Kong
11.2018 - 09.2019
  • Contributed to team effort by accomplishing related results as needed
  • Helped customer make selections by building customer confidence; offering suggestions and opinions
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.

Education

Bachelor of Science - SOCIAL SCIENCE IN MEDIA AND SOCIAL COMMUNICATION

Hong Kong Baptist University
Hong Kong
11.2019

Skills

  • Critical Thinking
  • Verbal and Written Communication
  • Regulatory Compliance
  • Customer Service
  • Proficient in MS Office
  • Word Typing

Languages

English
Professional
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual

Timeline

Contact Center Representative II, Borrowing

TD Bank
01.2022 - Current

Trade Specialist

HSBC HK
04.2021 - 09.2022

Customer Care Officer (Premier Center)

HSBC HK
09.2019 - 04.2021

Retail Salesperson

UNIQLO HK
11.2018 - 09.2019

Bachelor of Science - SOCIAL SCIENCE IN MEDIA AND SOCIAL COMMUNICATION

Hong Kong Baptist University
JOANNA, YAN HA Wong