Tsz Him Chris, Chan
Calgary,AB
Summary
Seasoned Customer Relationship Manager with wide-ranging background in customer service and relationship building. Experienced in banking industry for 10 years.
Proven ability to manage key client relationships, develop innovative solutions for increasing customer loyalty and enhancing overall client satisfaction.
Valued for ability to resolve complex issues, maintain high customer retention rates and foster meaningful relationships with customers.
Overview
9
9
years of professional experience
Work History
Customer Relationship Manager
,Standard Chartered Bank(HK)
06.2019 - 09.2023
- Determined opportunities for new product development through analysis of customer needs and preferences.
- Implemented strategies to enhance customer loyalty and successfully engaged with customers, contributing to improved client retention.
Insurance Specialist
,Standard Chartered Bank(HK)
03.2018 - 05.2019
- Fostered relationships with customers to expand customer base and retain business.
- Sought out new clients and developed clientele by networking to find new customers.
Financial Planning Manager
,DBS Bank(HK)
07.2017 - 03.2018
- Developed financial plans for clients to meet their long-term goals.
- Identified potential opportunities in the market to maximize returns on investments.
Personal Banking Manager
,Bank of China( Hong Kong) Limited
07.2016 - 07.2017
- Assisted customers in setting up online banking accounts, debit cards, loans.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
Customer Service Officer
,Bank of China( Hong Kong) Limited
12.2014 - 06.2016
- Managed daily operations of the Customer Service Department and teller service
Education
BBA - International Business
Soochow University
Taiwan06-2014
Skills
- Sales proficiency
- Customer Service
- Teamwork and Collaboration
- Time Management
- Customer Relationship Management
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Timeline
Customer Relationship Manager
,Standard Chartered Bank(HK)
06.2019 - 09.2023
Insurance Specialist
,Standard Chartered Bank(HK)
03.2018 - 05.2019
Financial Planning Manager
,DBS Bank(HK)
07.2017 - 03.2018
Personal Banking Manager
,Bank of China( Hong Kong) Limited
07.2016 - 07.2017
Customer Service Officer
,Bank of China( Hong Kong) Limited
12.2014 - 06.2016
BBA - International Business
Soochow University
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