Kat Ying Dolly Yung
Richmond,British Columbia
Summary
Experienced banking professional with expertise in mortgage and loan renewal processing, comprehensive documentation review, and proficient use of advanced Excel for data management. Skilled in handling client inquiries, optimizing account opening procedures, and delivering tailored financial guidance. Consistently exceeded sales targets, achieved high customer satisfaction ratings, and contributed to team success through training efforts. Seeking a dynamic banking role to apply proven abilities in delivering exceptional service and enhancing operational effectiveness.
Overview
4
4
years of professional experience
Work History
Banking Specialist (3 Months Contract)
Coast Capital Savings
12.2023 - Current
- Managed 100+ monthly mortgage and loan renewals, ensuring accurate documentation for a high-volume client base.
- Achieved a 98% accuracy rate by reviewing and validating documentation, ensuring contract signatures and compliance with underwriting standards.
- Leveraged advanced Excel proficiency to support operations by inputting data, generating detailed weekly reports, and validating legal packages and loan files.
Everyday Banking Advisor (3 Months Contract)
RBC Royal Bank
08.2023 - 11.2023
- Managed and resolved 50+ client inquiries daily, ensuring a 95% positive customer feedback rating through effective communication and problem-solving skills.
- Streamlined account opening procedures, reducing processing time by 20%, and ensuring 100% compliance with regulatory guidelines during quarterly audits.
- Conducted in-depth data analysis on customer behaviour, identifying key trends and opportunities for service improvement.
Premium Banker
HSBC Bank
05.2022 - 07.2022
- Resolved 90+ weekly customer challenges through tailored banking solutions in bank account products, lines of credit, and loans.
- Consistently surpassed weekly sales targets by 15%, maintaining a 98% satisfaction rate.
- Advised on investments, products, and services, leading to a 20% increase in diversified customer portfolios.
Personal Banker
HSBC Bank
03.2020 - 05.2021
- Top-quartile Personal Banker
- Achieving 100% of quarterly sales target goal and referral goal every quarter by recognizing and escalating sales opportunities to appropriate partners
- Trained or coached new hires in regards to daily CSR accountability and objectives.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Education
Bachelor of Science - Psychology
University of Victoria
Victoria, BC06.2020
Skills
- Claims Processing
- Customer Relationship Management
- Banking Product Sales
- Compliance and Regulatory Adherence
- Financial Analysis
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Banking Specialist (3 Months Contract)
Coast Capital Savings
12.2023 - Current
Everyday Banking Advisor (3 Months Contract)
RBC Royal Bank
08.2023 - 11.2023
Premium Banker
HSBC Bank
05.2022 - 07.2022
Personal Banker
HSBC Bank
03.2020 - 05.2021
Bachelor of Science - Psychology
University of Victoria
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