Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Juewon (Rachel) JUNG

Vancouver,BC

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Administrative Officer

Canada Nest Immigration Consulting
03.2023 - 04.2024
  • Streamlined office processes by implementing efficient administrative systems and procedures
  • Cultivated strong professional relationships with external stakeholders such as clients, suppliers, partners, or regulatory bodies
  • Expedited decision-making processes by preparing detailed reports that presented relevant data in easily digestible format
  • Improved communication within organization through regular updates on policies, procedures, and key events
  • Facilitated cross-functional collaboration by acting as liaison between departments for task coordination and information sharing

Personal Banking Associate

Bank of Montreal, BMO
02.2022 - 02.2023
  • Facilitated presentation and recommendation of services, leading to asuccessful increase in sales from third party agencies
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs
  • Represented bank at community events to establish strong ties and promote business
  • Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products, and services

Customer Service Representative

Bank of Montreal Vancouver Main Office
04.2021 - 02.2022
  • Identifying customer needs and offering seamless financial guidance.
  • Exceeded every week's sales goals by promoting bank products and services in customer interactions.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions, resulting in being frequently recognized by managers.

Concierge

Trump International Hotel & Tower, BC
04.2019 - 04.2020
  • Handled all delegated tasks, including event set up and creating a monthly Newsletter
  • Greeted clients and provided personalized support to meet unique needs and promote brand loyalty
  • Rectified volatile situations quickly through active listening and effective communication
  • Met with clients, delivering presentations and educating on product and service features and offerings
  • Worked closely with guests, some VIP or celebrity, with high degree of respect for privacy
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly sales reporting

Education

Diploma - Hospitality Management

VCC
Broadway, Vancouver, BC
04.2020

Skills

  • Exceptional customer service
  • Persuasive Negotiations
  • Excellent communication skills
  • Business Development and Planning
  • Sales expertise
  • Excels in team leadership
  • Complex Problem-Solving
  • Client Base Retention
  • Market and Competitive Analysis
  • Bilingual in English and Korean

Certification

  • CIFC Mutual Fund Certificate License - 2022

Timeline

Administrative Officer

Canada Nest Immigration Consulting
03.2023 - 04.2024

Personal Banking Associate

Bank of Montreal, BMO
02.2022 - 02.2023

Customer Service Representative

Bank of Montreal Vancouver Main Office
04.2021 - 02.2022

Concierge

Trump International Hotel & Tower, BC
04.2019 - 04.2020

Diploma - Hospitality Management

VCC
Juewon (Rachel) JUNG