Vicki (Ciyi) HUANG
Personal Banker
Vancouver,BC
Summary
Motivated Financial Advisor versed in investment and mortgage lending. Driven to exceed expectations and able to operate effectively in high-pressure environments. Seeking to build long-term career with established company. Hands-on, client-oriented banking professional able to implement creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis. Multilingual and fluent in English and Mandarin, offering solid comprehension of cultural diversity.
Overview
9
9
years of professional experience
Work History
Personal Banker
TD CANADA TRUST
BURNABY, BC
04.2021 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans. Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Assessed clients' financial data to determine loan suitability. Explained entire mortgage loan process to borrower.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
Financial Services Representative
CIBC
Vancouver, BC
08.2019 - 03.2021
- Exceeded target 20% by leveraging strong customer service and relationship marketing skills. Top 30% in CIBC leader board.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Gathered required information from customers for settlement reviews to help negotiate down debt with creditors.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Delivered presentations to key decision makers and offered financial recommendations, also build symbiotic client relationships.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Sales Consultant
Swarovski, Canada Goose
Great Vancouver, BC
11.2016 - 01.2019
- Listened to customers to understand needs and refer to optimal services. Provided training on appropriate product selection.
- Identified, coordinated and participated in client relationship-building activities and meetings.
- Managed jewelry and Clothing product sales by following up with suppliers regarding customer requests. Processed debit and credit financial transactions to manage storefront e-commerce.
- Collaborated with fellow sales team members to achieve group targets, frequently exceeding quotas 20% or more.
Office Administrator
Bright Sky Disposal Ltd
, BC
01.2016 - 01.2018
- Coordinated schedules, administrative functions, quality assurance and process improvements to bolster operational output.
- Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Maintained company accounting records by entering accounts payable, accounts receivable, invoices and expense reimbursements.
Education
CANADIAN SECURITIES COURSE
CSI
Financial Planning Diploma -
Douglas College
2016
Skills
- Financials Analysis
- Client Needs Assessment
- Financial Goal Planning
- Critical Thinking
- Proposals and Presentations
- Market Trends Monitoring
- Customer Expectations Management
- Language skills: Mandarin, English
Languages
English and Mandarin
Timeline
Personal Banker
TD CANADA TRUST
04.2021 - Current
Financial Services Representative
CIBC
08.2019 - 03.2021
Sales Consultant
Swarovski, Canada Goose
11.2016 - 01.2019
Office Administrator
Bright Sky Disposal Ltd
01.2016 - 01.2018
CANADIAN SECURITIES COURSE
CSI
Financial Planning Diploma -
Douglas College
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