Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Manager
Vancity Credit Union
Vancouver, BC
2023.11 - Current
Built and maintained productive relationships with customers and internal partners.
Maintained accurate records of all customer interactions in the CRM system.
Resolved customer complaints in a timely manner.
Solicited feedback from customers on their experience with products or services.
Ensured compliance with industry regulations when dealing with clients.
De-escalated customer interactions by providing alternative tactics to solving problems and satisfying customer needs.
Collaborated with sales team to collectively drive growth and market share.
Senior Financial Services Representative
Vancity
Vancouver, BC
2017.12 - 2022.03
Facilitated weekly meetings with the bank's management team about current issues facing the branch office.
Created and updated financial reports on frequent basis to present information to leadership teams.
Resolved customer complaints promptly and efficiently.
Maintained accurate records of transactions, deposits, withdrawals.
Verified transactions involving cashier's checks, money orders and account transfers.
Ensured compliance with all banking regulations and procedures.
Managed and balanced cash vault, audits, and general ledger accounts.
Assisted in developing and implementing training programs for new tellers.
Supervised and evaluated teller staff, providing feedback on performance.
Reconciled discrepancies between actual cash amounts and book balances.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Education
High School Diploma -
Vancouver Technical Secondary School
Vancouver, BC
2013-06
Skills
Schedule Management
Team Training
Complaint Management
Account Servicing
Customer Service
Account Management
Operations
Sales Expertise
Internal Auditing
Accounts Payable/Receivable
Relationship Building and Management
CRM Software
Staff Management
Certification
Financial Planning at BCIT,
Canadian Investment Funds Course at IFSE
CUIC 210: Consumer and Residential Mortgage Lending
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Professional
Chinese (Cantonese)
Native/ Bilingual
Affiliations
Enjoys playing Video Game during my off-time
Favorite sports are badminton and Volleyball
Likes to build keyboards
Timeline
Account Manager
Vancity Credit Union
2023.11 - Current
Senior Financial Services Representative
Vancity
2017.12 - 2022.03
High School Diploma -
Vancouver Technical Secondary School
Financial Planning at BCIT,
Canadian Investment Funds Course at IFSE
CUIC 210: Consumer and Residential Mortgage Lending
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