Judy Mak
Charlottetown
Summary
Developed strong communication and problem-solving abilities in fast-paced service environment. Proven track record of managing and resolving customer inquiries efficiently and effectively. Seeking to transition into new field where these skills can be leveraged to enhance team performance and customer satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Credit Advisor
RBC
06.2025 - Current
- Analyzed client financial profiles to recommend suitable credit products and services.
- Assisted clients in understanding credit options, terms, and conditions for informed decision-making.
- Reviewed credit applications, ensuring compliance with company policies and regulatory standards.
- Developed personalized credit plans based on clients' financial goals and risk assessments.
Banking Advisor
RBC
04.2024 - Current
- Proactively engage with clients to understand their banking, credit, and investment needs, delivering personalized advice to enhance their financial well-being.
- Educate clients on RBC’s digital banking tools and ensure a seamless onboarding experience by streamlining processes and fostering trust.
- Resolve client banking issues efficiently, maintaining high client satisfaction and protecting shareholder interests through risk-conscious decision-making.
- Collaborate with RBC partners to provide tailored financial solutions that contribute to branch success.
Local Coordinator, Summer Work Student Exchange
YMCA of Greater Toronto
03.2024 - 08.2024
- Championed community engagement by promoting the exchange program to local organizations, youth, and families, fostering inclusivity and participation in a nationally recognized initiative.
- Facilitated youth development by organizing weekly activities designed to enhance cultural awareness, leadership skills, and social inclusion, while mentoring participants in navigating new environments.
- Cultivated meaningful connections with youth, host families, and employment partners, ensuring a supportive and enriching experience for all stakeholders.
- Delivered comprehensive program administration, including budgeting, reporting, and logistical coordination, culminating in a final report highlighting the program’s community impact and success.
Client Advisor
RBC
05.2023 - 04.2024
- Delivered exceptional service by assisting clients with transactions, identifying financial needs, and introducing RBC digital tools to enhance engagement.
- Supported branch success by resolving client inquiries, retaining business, and referring clients to RBC partners for comprehensive financial solutions.
- Ensured compliance with RBC policies and procedures while managing risks during transactions to safeguard client and shareholder interests.
Store Associate
Winners
10.2022 - 04.2024
- Stocked, replenished, and organized inventory with accuracy and efficiency.
- Maintained attractive and strategic merchandise displays to maximize purchases.
- Operated cash registers, handled customer inquiries, and ensured exceptional service.
Education
Diploma - Business Administration
Holland College
Charlottetown, PE05.2024
Bachelor’s Degree - Journalism and Mass Communication
Hong Kong Shue Yan University
07.2010
Skills
- Risk evaluation
- Financial statement analysis
- Confidentiality
- Teamwork and collaboration
- Adaptability and flexibility
- Customer service
- Problem resolution
- Payment processing
- Customer satisfaction measurement
Websites
Languages
English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- Mental Health First Aid Standard, Mental Health Commission Of Canada - April 2024
- Emergency First Aid, Canadian Red Cross - May 2024
Timeline
Credit Advisor
RBC
06.2025 - Current
Banking Advisor
RBC
04.2024 - Current
Local Coordinator, Summer Work Student Exchange
YMCA of Greater Toronto
03.2024 - 08.2024
Client Advisor
RBC
05.2023 - 04.2024
Store Associate
Winners
10.2022 - 04.2024
Bachelor’s Degree - Journalism and Mass Communication
Hong Kong Shue Yan University
Diploma - Business Administration
Holland College
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