Peter Wu
Surrey
Summary
-Valid Canadian Passport.
Personable and detail-oriented individual with strong foundation in financial principles and excellent communication skills. Possesses solid understanding of banking procedures and expertise in customer service and financial analysis. Committed to providing exceptional service and contributing to financial success of clients.
Overview
1
1
year of professional experience
Work History
PBA (Personal Banker Assistant)
BMO Bank of Montreal
01.2023 - 03.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Education
Bachelor of Arts - Business Management
University of British Columbia
Kelowna, BC07-2022
Skills
- Customer service
- Customer Service-oriented
- Relationship building
- Fluent with office software
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Limited Working
Timeline
PBA (Personal Banker Assistant)
BMO Bank of Montreal
01.2023 - 03.2024
Bachelor of Arts - Business Management
University of British Columbia
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