Pui King Dorothy Chung
82 James Park Square Scarborough,ON
Summary
Devoted Finance Assistant adept at effectively completing complex tasks. Smart and talented with proficiency in COINS , CBFE, Credit and supportive attitude. Proven history of efficiency, accuracy and detail-oriented work. Determined individual with attention to detail and well-trained in keeping meticulous financial records. Desiring a Finance Assistant position in the banking industry. Collaborative Finance professional with 25 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Financial Service Assistant
CIBC
11.1997 - 10.2022
- Handled sensitive client information with discretion, maintaining strict confidentiality standards at all times.
- Developed professional relationships with clients while managing their accounts, leading to high levels of retention and loyalty.
- Streamlined office operations through proficient use of software tools such as Microsoft Office Suite, CRM systems, and various financial applications.
- Supported successful audit processes by maintaining accurate financial records and assisting with documentation requests.
- Assisted in development of financial plans by gathering pertinent data from clients, aiding in tailored recommendations for their financial goals.
- Provided vital administrative support to financial advisors, enabling them to focus on client relationships and business development activities.
- Improved client satisfaction rates by providing exceptional customer service and addressing inquiries promptly.
- Contributed towards client acquisition with efficient lead tracking and follow-up, leading to increase in company''s clientele.
- Facilitated seamless communication between clients and financial advisors, ensuring timely resolution of issues and concerns.
Financial Service Representative / Head Teller
CIBC
06.1986 - 10.1997
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Enhanced company reputation by providing exceptional customer service and support.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
- Contributed to team sales goals by upselling products and services to customers.
- Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
- Assisted in training new hires and offered ongoing support to help them reach their full potential.
- Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
Education
High School Diploma -
Precious Blood Catholic High School
Hong Kong 04.1974
Skills
- Skilled in Words
- Statement Review
- Bank Reconciliation
- Credit analysis
Languages
English
Full Professional
Chinese (Cantonese)
Full Professional
Chinese (Mandarin)
Full Professional
Certification
Mutual Licensed until 1990
Timeline
Financial Service Assistant
CIBC
11.1997 - 10.2022
Financial Service Representative / Head Teller
CIBC
06.1986 - 10.1997
High School Diploma -
Precious Blood Catholic High School
Similar Profiles
Fadi Barakat DiabFadi Barakat Diab
Senior Program Manager at CIBCSenior Program Manager at CIBC
Gurpreet ManchandaGurpreet Manchanda
Fraud Analyst at CIBCFraud Analyst at CIBC
Nakul SapkalNakul Sapkal
Application Developer at CIBCApplication Developer at CIBC