Simon Gan
Burnaby,British Columbia
Summary
Highly motivated Banking Advisor educates clients on investment strategies, retirement planning and complex loan inquire. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC
09.2022 - Current
- Contact prospective clients to generate new loans, deposits and business to achieve company production goals
- Acquire collateral documents to be utilized as security on loans in accordance with banking policies
- Help client finish complex loan inquire
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
- Plan portfolio growth by aligning business plans with departmental budgets and management objectives
- Actively listen and engage clients in conversation to further understand their individual needs
Premium Banker
HSBC
01.2022 - 09.2022
- Developed and retained relationships with existing customers through active management of portfolios and ensuring solutions continually meet customers' needs as well as exceeding customer expectations in terms of speed, efficiency, and professionalism
- Attracted new customers by understanding their financial needs and delivering high standards of service quality
- Supported teller transactions and handle cash, as required.
Personal Banker
HSBC
09.2019 - 11.2021
- Cashing checks and paying out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Balancing currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
- Examining checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
- Counting currency, coins, and checks received, by hand or using the currency-counting machine, to prepare them for deposit or shipment to branch banks or the federal reserve bank
- Receiving and counting daily inventories of cash, drafts, and travelers' checks
- Carrying out special services for customers, such as ordering bank cards and checks.
Assistant Supervisor
Shoppers Drug Mart
09.2019 - 11.2021
- Aided mandarin and Cantonese-speaking customers signed up optimum cards with an increased scanning rate by 20% within a month
- Received an average 85% customer satisfaction rating to date, 15% higher than another company average
- I remained calm even during moments of customer dissatisfaction.
Skills
- Investment banking services
- Business prospecting
- Loan exemption clearing
- Strong analytical skills and attention to detail
- Excellent communication and negotiation skills
Certification
Financial Planning one(FP1)
Investment Fund In Canada(IFIC)
Personal Financial Service Advice(PFSA)
Timeline
Banking Advisor
RBC
09.2022 - Current
Premium Banker
HSBC
01.2022 - 09.2022
Personal Banker
HSBC
09.2019 - 11.2021
Assistant Supervisor
Shoppers Drug Mart
09.2019 - 11.2021
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