Vicki Han

Skilled in identifying customer needs and providing tailored financial solutions.
• Experienced in resolving customer complaints using the H.E.A.T. model to ensure satisfaction.
• Excellent time management, balancing customer service, administrative tasks, and lead follow-ups.
• Effective team player with strong communication skills and a focus on collaboration. Mentoring and supporting colleagues to foster a positive work environment.

• Successfully generated 7 Private Wealth Management referrals, with 75% closure rate, showcasing a strong ability to identify and cultivate high-value client opportunities.

• Delivered exceptional customer service by providing assistance, advice, and tailored solutions daily. Built trust-based relationships through effective communication while adhering to privacy policies.
• Leveraged product knowledge to assess customer needs and provide effective financial solutions.
• Maintained high customer satisfaction by resolving issues with professionalism and a friendly approach.

• Managed operations in a fast-paced environment, ensuring efficiency and customer satisfaction.
• Maintained a organized workspace and fostered a positive team culture.
• Resolved challenges and contributed ideas to enhance team performance.
• Accurately handled transactions and balanced accounts daily.

• Resolved customer and team inquiries in person and over the phone.
• Performed administrative tasks, including file and record management.
• Managed multiple priorities with strong organizational skills.