Meiqi Shao
Calgary,AB
Summary
Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned community. Worked with customers to develop investment and financial plans.
Overview
8
8
years of professional experience
Work History
Banking Advisor
RBC Royal Bank of Canada
05.2022 - Current
- Established strong client relationship by providing accurate, timely service
- Achieved maximum customer satisfaction and exceeded sales goals in addition to exceeding performance expectations
- Completed all tasks to strict compliance, and closely followed code of conduct.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
Business Owner / Restaurant Manager
Hanshu Cuisine
09.2020 - 08.2021
- Set long term operating goals and objectives while coordinating daily restaurant operations
- Assess staffing requirements, execute staffing plan, implement training program
- Supervise employees, delegating tasks, conducting performance evaluations, and promoting a team culture to improve camaraderie and productivity
- Top 3 Congee cuisine in downtown area of Nanjing
- More the 10,000 online orders per month
- Deal with customer complaints and committed to improve customer experience
English Teacher
Helen Doron English Training Centre
10.2018 - 08.2020
- Plan and prepare lesson plans that meet core objectives and curriculum goals
- Provide instructional aids, supplemental teaching materials, and resources that are consistent with learning objectives and student needs
- Maximize the appropriate use of technology in the classroom, and as an instructional tool
- Communicate with parents about their children’s in class performance, encourage student results, and achieve high student and parent satisfaction.
Financial Service Representative
TD Canada Trust
01.2017 - 08.2018
- Maximized sales revenue for the branch by recommending personalized banking and investing strategies
- Achieved maximum customer satisfaction and exceeded sales goals in addition to exceeding performance expectations
- Established strong client relationship by providing accurate, timely service
- Completed all tasks to strict compliance, and closely followed the code of conduct.
Customer Service Representative
TD Canada Trust
12.2015 - 12.2016
- Achieved first quartile in the Prairie Region for 3 consecutive quarters
- Attracted potential customers by answering product and service questions, as well as suggesting information about other products and services
- Respond to and clarify customer inquiries/complaints, at the same time provide help by determining the cause of customer grievance
- Ensured the quality of customer service by making personal connections.
Education
Diploma - Business Administration - Marketing
Red River College
Winnipeg05.2015
Certificate - Computer Accounting Technician
Red River College
Winnipeg08.2010
Skills
- Risk Analysis
- Loans
- Mutual Fund Representative
- Client Relations
Highlights And Skills
English and Mandarin, Eight, Great interpersonal and communicate skills
Team player with strong work ethic
Patient and empathetic
Problem solver and analytical
Take responsibility and ownership
Technology Proficient: Word, Excel, Accpac and Simply Accounting
Tel
(587)577-5809
References
Reference available upon request.
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Banking Advisor
RBC Royal Bank of Canada
05.2022 - Current
Business Owner / Restaurant Manager
Hanshu Cuisine
09.2020 - 08.2021
English Teacher
Helen Doron English Training Centre
10.2018 - 08.2020
Financial Service Representative
TD Canada Trust
01.2017 - 08.2018
Customer Service Representative
TD Canada Trust
12.2015 - 12.2016
Diploma - Business Administration - Marketing
Red River College
Certificate - Computer Accounting Technician
Red River College
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