Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Timeline
Generic

Vincent Yip

Coquitlam,Canada

Summary

A results-driven senior-level employee with extensive experience in banking operations. Fluent in both business-to-business and customer-to-business customer service. Distinguished by a strong focus on metrics, exceptional service, and a wide skill set. Excels in managing accounts and identifying valuable business prospects. Possesses research skills to efficiently target new clients and strategic thinking to propel marketing operations that boost profitability. Unique competitive advantage lies in effective communication with customers in multiple dialects and languages, proving invaluable in multicultural societies. Comprehending and meeting the unique needs of each culture is imperative in today's diverse landscape. Leverages this advantage to foster stronger connections with customers from various backgrounds by speaking their language, both figuratively and literally. Provides tailored solutions and services that resonate with the specific preferences and expectations of each culture, leading to higher customer satisfaction and deeper engagement. Sales professional with a proven track record in driving revenue growth and customer satisfaction. Strong ability to collaborate with teams and adapt to changing market needs. Expertise in client relationship management, negotiation, and strategic planning. Reliable and focused on delivering impactful results. Experienced in customer engagement, ensuring positive and productive interactions through persuasive communication to influence buying decisions and build rapport. Track record of identifying customer needs and providing tailored solutions.

Overview

15
15
years of professional experience

Work History

Re-engagement Sales Advisor

Forest Lawn Funeral Home
10.2024 - Current
  • Educated families on burial options, including plots, mausoleums, and cremation services, to help them make informed decisions
  • Assisted with completing required documentation, such as permits and contracts, to streamline interment procedures
  • Provided detailed information on cemetery policies, regulations, and pricing structures to families
  • Delivered empathetic support to grieving families, maintaining professionalism and sensitivity
  • Addressed inquiries and resolved issues related to cemetery services to ensure client satisfaction
  • Guided clients through pre-planning processes, helping them make informed decisions about funeral and cemetery arrangements
  • Educated clients on available options, including burial plots, mausoleums, cremation services, and memorial packages
  • Developed personalized pre-need plans that aligned with clients' preferences, cultural traditions, and financial situations
  • Assisted clients in understanding contract terms, pricing, and payment options to ensure transparency and ease of planning
  • Combine with $95000 pre-planning cemetery products sold to pre-planning customers

Family Service Advisor

BAKERVIEW MEMORIAL CEMETRY LTD
11.2023 - Current
  • Facilitates arrangements for families who have lost loved ones and are in need of cemetery services
  • Acts as a liaison between the cemetery and grieving families, providing guidance and support throughout the process
  • Helps families understand available burial options, such as plots, mausoleums, and cremation services
  • Assists with paperwork and documentation required for interment, including permits and contracts
  • Provides information on cemetery policies, regulations, and pricing structures
  • Coordinates with funeral homes, clergy, and other service providers to ensure smooth burial arrangements
  • Offers compassionate support and empathy to families during a difficult time
  • Maintains records of interments, plots, and other cemetery activities
  • Handles inquiries and resolves issues related to cemetery services
  • Assists the cemetery in creating marketing tactics, including:
  • Developing TV ads to reach a broad audience and showcase the cemetery's services and serene environment
  • Planning Mall Ads to target local shoppers and raise awareness about the cemetery's offerings
  • Writing newspaper articles to share heartwarming stories, highlight special events, and educate the community about the importance of cemetery services
  • Producing radio ads to reach listeners during their daily commute or leisure time and communicate key messages about the cemetery's services and values

Implementation Specialist

Payworks
09.2022 - 05.2023
  • Payroll Implementation Expert: I specialize in helping small to medium-sized businesses implement advanced payroll systems
  • Efficient Project Manager: I manage multiple projects efficiently, collaborating with clients from sales to application implementation
  • Complex Problem Solver: I excel at addressing complex requests and ensuring the successful implementation of tools like payroll, time management, and absence systems
  • Customer-Centric Approach: Customer satisfaction is my priority, turning their requests into effective solutions
  • Organized Multitasker: I handle multiple projects while aiding various clients with preparation and organization
  • Comprehensive Support: I assist departments in addressing and implementing all paperwork, processes, and service-related matters comprehensively

Analyst and Client Implementation Manager

HSBC Bank Canada
10.2018 - 01.2021
  • Proven Productivity: Completed 410 applications from July 2017 to July 2018
  • Client-Centric Solutions: Ensured client requests were met with tailored solutions
  • Innovative Expertise: Produced compelling case studies and presentations on new technology, products, and strategies
  • Efficient Transactions: Streamlined client interactions for timely and efficient transactions
  • Complex Problem Solver: Aided the Business Implementation Manager in successfully handling intricate requests
  • Financial Analysis Proficiency: Developed valuation models based on cash flows, comparable companies, and precedent transactions

Mutual Funds Advisor

HSBC Bank Canada
10.2016 - 10.2018
  • Tailored Financial Solutions: Provided customized mutual fund and banking recommendations to meet client needs, and actively promoted and referred banking products to address customer requirements
  • Compliance Adherence: Strictly followed banking compliance guidelines
  • Exceptional Customer Service: Delivered top-tier customer service to elevate the client experience
  • Efficient Transaction Handling: Executed mutual fund transactions promptly following client instructions
  • Effective Client Engagement: Guided clients to the right mutual fund choices through targeted questioning
  • Cross-Sell Opportunities: Identified opportunities for cross-selling to ensure the best product fit for customers

Financial Service Representative

CIBC
01.2016 - 10.2016
  • Versatile Financing Support: Assisted customers with both secured and unsecured financing needs
  • Customized Account Management: Opened and modified account types based on customer preferences
  • Strategic Cross-Selling: Identified opportunities for cross-selling to provide tailored product recommendations
  • Enhanced Banking Experience: Improved day-to-day banking for customers by identifying their needs and offering suitable financial solutions
  • Proactive Outreach: Conducted cold calls to CIBC customers, explaining the benefits of CIBC products and inviting them to a Financial Health Check

Senior Customer Service Representative

CIBC
02.2010 - 01.2016
  • Tailored Financial Solutions: Identified and addressed customer's financial needs, offering one-stop solutions for their daily banking requirements
  • Scam Prevention: Successfully detected and prevented scam attempts to safeguard against losses
  • Top-notch Customer Service: Provided exceptional support for clients' everyday banking needs
  • Proactive Sales Support: Front-line customer assistance, introducing banking products, and aiding in complex transactions
  • High Sales Success: Achieved outstanding sales and referral rates, including pre-approvals, visas, mortgages, and loans
  • Cross-Sell Opportunities: Created opportunities for cross-selling financial products, delivering recommendations to help customers achieve and maintain their financial goals

Education

Bachelor - Entrepreneurial Leadership

Kwantlen Polytechnic University

License -

Investment Fund Institute of Canada
01.2020

Skills

  • Facebook Advertising
  • Mandarin
  • Project management
  • Payroll software
  • Spanish
  • Communication skills
  • Customer retention
  • Customer service
  • Marketing
  • Proficient with MS Office Suite (Word, Excel, PowerPoint & Access)
  • Adobe Photoshop
  • Citrix
  • Retail and Corporate Finance
  • Strategic and Financial Planning
  • Marketing and Sales Management
  • Business Analysis and Consultation
  • Financial Analysis and Management
  • Project Management
  • Revenue Achievement
  • Relationship Development
  • High Net Worth Account Management
  • Risk Assessment and Management
  • Retail Branch Management
  • Project Planning and Implementation
  • Qualitative and Quantitative Analysis
  • Business Data Analytics
  • Identify Suspicious Transactions
  • Analytical and Problem-Solving
  • Exceptional Customer Service
  • Monitor Economic and Financial Trends
  • Internal Control and Fraud Prevention
  • Payroll
  • Attention to detail
  • Team-oriented
  • Strong listening skills
  • Strong interpersonal skills
  • Written communication skills
  • Verbal communication skills
  • Customer acquisition
  • Cantonese
  • Analytics
  • Exceptional decision-making skills
  • Negotiation
  • Customer support
  • Develop and communicate goals
  • Expertise in financial decisions
  • Proficient at strategic management
  • E-commerce
  • Customer relationship management
  • Sales experience
  • Computer skills
  • Issue resolution
  • Analytical thinking
  • Customer service experience
  • Multitasking and organization
  • Client training
  • MS Excel
  • Project leadership
  • Know your customer
  • Brand awareness
  • Financial planning
  • Sales and marketing
  • Investment strategies
  • Sales background
  • Listening skills
  • Software implementation
  • Anti-money laundering
  • Critical thinking
  • Sales strategies
  • Client relationship building
  • Objection handling
  • Excellent communication
  • Search engine optimization
  • Data research and validation
  • Persuasion techniques
  • Implementation management
  • Decision-making
  • Financial statement review
  • Upselling strategies
  • Documentation review
  • Service recommendations
  • Continuous improvement
  • Sales skills
  • Risk assessment
  • Process optimization
  • Handling customer complaints
  • Client management
  • Cash handling
  • Call center experience
  • FLUENT IN Cantonese, Mandarin, English
  • Complaint resolution
  • Live chat support
  • Loan applications
  • Account maintenance
  • Financial services
  • Financial product sales
  • Cold calling
  • Client rapport
  • Account retention
  • Multitasking
  • Promotional expertise
  • Effective communication
  • Remote office availability
  • Implementation and configuration
  • Upselling products
  • Salesforce CRM
  • Self motivation
  • Relationship building
  • Complex issue resolution
  • Willingness to learn
  • Customer needs assessment
  • Professionalism

Personal Information

Willing To Relocate: Anywhere

Languages

English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual

Timeline

Re-engagement Sales Advisor

Forest Lawn Funeral Home
10.2024 - Current

Family Service Advisor

BAKERVIEW MEMORIAL CEMETRY LTD
11.2023 - Current

Implementation Specialist

Payworks
09.2022 - 05.2023

Analyst and Client Implementation Manager

HSBC Bank Canada
10.2018 - 01.2021

Mutual Funds Advisor

HSBC Bank Canada
10.2016 - 10.2018

Financial Service Representative

CIBC
01.2016 - 10.2016

Senior Customer Service Representative

CIBC
02.2010 - 01.2016

Bachelor - Entrepreneurial Leadership

Kwantlen Polytechnic University

License -

Investment Fund Institute of Canada
Vincent Yip