Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
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Kent Wei

Etobicoke,ON

Summary

Enthusiastic financial services professional individual highly motivated and effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Banking Advisor

Royal Bank Of Canada, RBC
03.2022 - Current
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Improved branch sales performance by cross-selling various banking products and services.
  • Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
  • Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.
  • Collaborated with team members to achieve branch targets and improve overall performance.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Participated in community events to promote bank''s brand presence while fostering local connections.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Over $10 million in volume and asset under management

Financial Services Representative

TD Bank Group
08.2018 - 01.2020
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Streamlined financial processes for improved efficiency and reduced errors in transactions.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Contributed towards branch growth by identifying prospects within the community and nurturing relationships for new business opportunities.

Education

Bachelor of Arts - Economics

University of Toronto
Toronto, ON
06.2018

Skills

  • Investment Strategies
  • Credit Risk Evaluation
  • Loan Exemption Clearing
  • Investment Banking Services
  • Portfolio Management
  • Loan Processing
  • Banking software proficiency
  • Customer service
  • Analytical thinking
  • Relationship building
  • Adaptability
  • Attention to detail

Accomplishments

    2019 Q1 Certificate of Excellence Award (TD Bank Group)

  • In recognition of delivering legendary customer service scoring a
    Legendary Experience Index (LEI) of 96.47 over 17 customer surveys

Languages

Chinese (Mandarin)
Native or Bilingual
English
Native or Bilingual

Certification

Canadian Investments Course (2022)

Timeline

Banking Advisor

Royal Bank Of Canada, RBC
03.2022 - Current

Financial Services Representative

TD Bank Group
08.2018 - 01.2020

Bachelor of Arts - Economics

University of Toronto

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Kent Wei