Sophia Tianchun Huang
Ottawa,ON
Summary
Enthusiastic, self-motivated financial service professional with strong organizational and time-management skills, adept at thriving independently in fast-paced environments. Known for diligence and proactive approach, confidently manages multiple tasks and adapts smoothly to shifting priorities. With excellent communication abilities and a proven track record in customer relationship management, effectively engage with clients and teams, consistently delivering professional and impactful interactions.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Customer Experience Associate
Scotiabank
01.2024 - Current
- Proactively identify and address customer needs by actively listening, and providing tailored solutions to enhance satisfaction.
- Process daily financial transactions with efficiency and accuracy, ensuring compliance with policies and procedures.
- Resolve critical customer issues promptly, and escalate as needed.
- Educate and encourage customers on emerging digital banking trends, such as mobile, ATM, and online platforms, to boost their confidence in digital solutions.
- Contribute to branch's targets by identifying and fulfilling simple sales opportunities, opening day-to-day accounts, assisting with credit card applications, and making referrals to financial advisors.
- Collaborate with financial advisors and other team members to identify and act on sales and service opportunities.
- Support administrative functions, including appointment scheduling, file maintenance, and client onboarding documentation.
- Build and nurture long-standing, trust-based relationships with clients, fostering loyalty and retention.
Education
Post Graduate Certificate - Financial Services
Algonquin College
Ottawa05-2025
Honorary Bachelor of Arts - Philosophy
University of Toronto
Toronto06-2021
Skills
- Proficiency in branch software, digital banking platforms (mobile, ATM, and online banking)
- MS Office (Word, Excel, Outlook)
- Strong interpersonal and communication skills, both verbal and written
- Relationship building
- Administrative and organizational skills
- Planning and time-management abilities
- Problem-Solving
- Team Collaboration and Adaptability
- Multitasking
Internship
AxA Macau and Hongkong
Intern Team Leader / 2022
- Developed and communicated personalized financial plans tailored to individual client needs.
- Conducted comprehensive asset allocation analyses to optimize client portfolios.
- Provided holistic financial planning, emphasizing client education and financial well-being.
Certification
CIFP
Financial Planning Fundamentals
Advanced Financial Planning
Insurance and Estate Planning
CSC
Expected to be completed by September 2025
Awards
AXA Macau and Hongkong
Best Performance Team
Language
English
Native/ Bilingual
Mandarin
Native/ Bilingual
Timeline
Customer Experience Associate
Scotiabank
01.2024 - Current
Post Graduate Certificate - Financial Services
Algonquin College
Honorary Bachelor of Arts - Philosophy
University of Toronto
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