Jocelyn Chan
North Vancouver
Summary
Detail-oriented banking professional as a client advisor at Royal Bank of Canada. Competent in accurately processing transactions, handling currency, and delivering outstanding customer service. Excellent interpersonal and communication skills, as well as a track record of establishing connections with clients and attending to their financial needs. Adept at identifying opportunities for cross-selling bank products and services. Committed to maintaining compliance with banking regulations while enhancing the customer experience.
Overview
6
6
years of professional experience
Work History
Client Advisor
Royal Bank of Canada
01.2024 - Current
- Delivering personalized financial advice and solutions to clients, to assess their financial goals and situations
- Collaborate with team members to achieve branch goals and enhance the overall client experience
- Managing cash flows and cash orders of the branch in the business wicket as a cash custodians ; opening and closing the branch
Barista
Starbucks Coffee Company
09.2018 - 05.2023
- Showed aptitude in multitasking multiple orders at once while maintaining accuracy in product quality
Education
BACHELOR OF SCIENCE:(B.S.) - ENERGY AND GEOSCIENCE
University of Calgary
06.2023
Skills
- Analytical skills
- Problem solving
- Collaboration
- Communication
- Critical thinking
- Data entry
- Cash handling
- Consultative sales
Languages
English
Native or Bilingual
Cantonese
Native or Bilingual
Mandarin
Full Professional
Timeline
Client Advisor
Royal Bank of Canada
01.2024 - Current
Barista
Starbucks Coffee Company
09.2018 - 05.2023
BACHELOR OF SCIENCE:(B.S.) - ENERGY AND GEOSCIENCE
University of Calgary
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