Ronald Cheng
Laval,QC
Summary
Dynamic and attentive Personal Banker Associate 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
5
5
years of professional experience
Work History
Personal Banker Associate
TD Canada Trust
07.2022 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Promoted financial products by maintaining excellent service offering knowledge.
Bank Teller
BMO
07.2021 - 07.2022
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
Barista
Chatime
04.2021 - 07.2021
- Showcased versatility by assisting in other areas of the café as needed, including food preparation or table service when required.
- Learned special recipe items and seasonal offerings to best meet customer needs.
- Monitored supply levels at counter and maintained customer areas to meet typical demands.
Call Center Representative
BIP
03.2019 - 08.2020
- Exceeded monthly performance metrics consistently, contributing to the success of the call center operations.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Met customer call guidelines for service levels, handle time and productivity.
Education
Bachelor of Arts - Economy
Concordia University
Montreal, QCSkills
- Customer Service
- Professional Appearance
- Financial product knowledge
- Loan application expertise
- Client Relationship Management
- Customer Satisfaction
- Attention to Detail
- Positive Attitude
Languages
English
Native or Bilingual
French
Native or Bilingual
Chinese (Mandarin)
Full Professional
Timeline
Personal Banker Associate
TD Canada Trust
07.2022 - Current
Bank Teller
BMO
07.2021 - 07.2022
Barista
Chatime
04.2021 - 07.2021
Call Center Representative
BIP
03.2019 - 08.2020
Bachelor of Arts - Economy
Concordia University
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Lu ZhangLu Zhang
Personal Banking Associate at TD Canada TrustPersonal Banking Associate at TD Canada Trust
Sean ShadanlouSean Shadanlou
Data Entry and Logisitics at Enchères D'Automobiles St-Pierre, ESP DirectData Entry and Logisitics at Enchères D'Automobiles St-Pierre, ESP Direct