PAI-LIN CHANSEVIKUL
Vancouver
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Banker
BMO Bank of Montreal
03.2023 - Current
- Provided advice and guidance to walk-in, phone-in and appointment customers regarding everyday banking and investment products resulting in 147% sales revenue under Mutual Fund and over 100% under Term Investment in Fiscal 2024
- Reviewed and analyzed investment products such as mutual funds portfolios performance by using financial tools and investment fund facts in order to understand and find the suitable products for clients' short- and long-term goals
- Acted as a middle person between departments including commercial banking, private wealth, and retail banking resulting in clear understanding between departments and low risks of misinformation provided
- Reviewed customers' financial statements and income documents for accuracy in order to evaluate client's possibility to apply for lending products including home financing and personal loans
- Supported Customer Service Representative's team with cash transaction and inquiries related to everyday banking and investment resulting in trust building between Customer Service Representatives and Personal Banking Associates as well as an increase of referrals
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Personal Banking Associate
BMO Bank of Montreal
05.2022 - 03.2023
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
- Increased client retention through exceptional relationship-building and proactive problem-solving skills.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Assisted customers in opening new everyday banking and investment accounts (e.g., TFSA, RRSP, RESP) ensuring thorough understanding of available products and services.
- Provided advice and plan savings goal in both short/long term for clients, ensuring customers have cash flow while growing funds in a long period
- Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
- Assisted in managing branch risk levels by working closely with colleagues to identify and report any suspicious transactional activities or potential fraud attempts.
Customer Service Representative
BMO Bank of Montreal
04.2021 - 05.2022
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Streamlined call center processes for improved efficiency and reduced wait times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Server
Ebisu on Robson
02.2021 - 12.2021
- Provided great customer experience from greeting all the way to end of meal
- Warmly greeted and invited communication with guests, providing excellent service and assisting with any inquiries
- Coordinated and effective communicated with bus, kitchen and bar staff to ensure a smooth operation for guest satisfaction.
- Maximized table turnover rate by efficiently managing reservations and seating arrangements.
Sales Associate
Pandora Metrotown
12.2020 - 04.2021
- Suggested products for customers by asking questions to identify preferences and observing customers' interests resulting in an increase of sales
- Provided customer services by greeting customers in a professional manner and giving information about product details resulting in a high level of customer satisfactions
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Organized in-store promotions and events to increase foot traffic and drive additional sales opportunities.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
Photographer
Freelance
09.2016 - 11.2020
- Facebook Page: Kanink Gallery
- Captured stunning images by utilizing various lighting techniques and creative compositions.
- Enhanced client satisfaction through exceptional editing skills, resulting in repeat business and referrals.
- Showcased diverse photography styles for clients to choose from, increasing portfolio versatility.
- Managed multiple projects simultaneously by prioritizing deadlines and maintaining excellent organization.
Private English Tutor
Freelance
08.2015 - 11.2020
- Enhanced students'' language skills by utilizing interactive activities and multimedia resources during tutoring sessions.
- Collaborated with parents to monitor students'' progress, providing updates on achievements and areas for improvement.
- Improved students'' reading comprehension abilities by introducing a variety of texts and genres tailored to their interests.
- Boosted student confidence in English communication through personalized feedback and constructive criticism.
- Prepared students for standardized English tests such as TOEFL or IELTS by focusing on test-taking strategies, time management techniques, and targeted practice exercises.
- Adapted lesson content based on ongoing evaluations of student progress, ensuring continuous growth in language proficiency levels over time.
- Cultivated strong relationships with both students and their families to maintain open lines of communication about academic progress and personal development throughout the tutoring experience.
Education
Post-Degree Diploma - Business Administration
Langara College
Vancouver, Canada05.2022
Bachelor of Arts - Journalism
Thammasat University
Bangkok, Thailand05.2019
High School Diploma -
Triamudom Suksa
Bangkok, Thailand02.2015
Skills
- Customer Services
- Wealth Management
- Banking, Investment and Lending
- Cross-Selling and Upselling
- Loans Advising and Processing
- Financial Product Knowledge, Services, Advising and Planning
- Financial Statements Preparation
- Portfolio Assessment
- Fraud Prevention
- Attention to Detail
Volunteer Experience
- 2023, BMO Marathon, Runner, Stanley Park, Vancouver, Canada
- 2023, BMO UBC Events, Banking Representative, UBC, Vancouver, Canada
- 2022, BMO Walk So Kids Can Talk, Vancouver, BC, Canada
- 2022, Director of Digital Media, Langara College, Vancouver, Canada
Languages
Thai
Native or Bilingual
English
Full Professional
German
Limited Working
Certification
- Mutual Fund License - since July 2022
Hobbies
- Photography: Portrait and Street Photography
- Writing: Poems and Novels
- Hiking and Sightseeing
- New Language Learning
- Networking
Timeline
Personal Banker
BMO Bank of Montreal
03.2023 - Current
Personal Banking Associate
BMO Bank of Montreal
05.2022 - 03.2023
Customer Service Representative
BMO Bank of Montreal
04.2021 - 05.2022
Server
Ebisu on Robson
02.2021 - 12.2021
Sales Associate
Pandora Metrotown
12.2020 - 04.2021
Photographer
Freelance
09.2016 - 11.2020
Private English Tutor
Freelance
08.2015 - 11.2020
Post-Degree Diploma - Business Administration
Langara College
Bachelor of Arts - Journalism
Thammasat University
High School Diploma -
Triamudom Suksa
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