Weijie (Keith) Cao
Markham,Ontario
Summary
Dedicated banker proficient in setting up new customer accounts, Well-organized with strong relationship-building, product knowledge, and activate listening skills. Ready to leverage several years' experience in related roles to achieve customers goal.
Overview
9
9
years of professional experience
Work History
Personal Banking Associates
BMO Bank of Montreal
Aurora, ON
09.2023 - Current
- IFC Mutual Fund License was accomplished on March 31st.2023
- Mutual Fund Licensed
- Mutual Fund sales YTD 126% as of July 2024
- Term investment such as GIC and Term deposits sales YTD 200% as of July 2024
- Contribute to wealth sales by referring to Financial Planner over $1M + sales
- Accomplished 120% Credit Card sales in 2023.
Customer Service Representative
BMO Bank of Montreal
North York, ON
09.2021 - 08.2023
- IFC Mutual Fund License has been accomplished on March.31st.2023
- Rewarded Toronto North BMO Customer Representative Star on Fiscal 2022
- BMO Winning Culture - Focus on Alignment Star of the month April 2023
- Contribute to team sales by referring over $500k + sales, YTD 140% Referral
- Accomplished 140% Credit Card sales YTD 2022 + 100% Credit Card sales YTD May 2023
- Executes service requests, transactions and queries for commercial and high-net-worth clients
- Familiar with everything about BMO front line system
- Learn about the products inside and out to be able to answer any questions from customers.
Inventory coordinator
UMBRELLAR INC
North York, ON
08.2020 - 08.2021
- Plan, organize and oversee operational logistics of the organization
- Establish work schedules and procedures, resolve work-related issues
- Prepare and submit progress and other reports
- Co-ordinate activities with other supply-chain work units or departments.
Sales
CanaReno Professional Renovation & Flooring
Markham, ON
01.2020 - 07.2020
- Introduce and specify the sizes and materials of each flooring products
- Communicate with the customers after the purchases, and offered after sale service
- Negotiate with customers and ensured to satisfied customers' reasonable requests
- Listen to customers inquiry and discuss available options for solving customers complain
- Record details of the complaint and generate the report (add comment after the follow up, if applicable).
Server
Yang's Teppanyaki & Sushi
Vaughan, ON
11.2019 - 03.2020
Waiter
Restaurant Impérial
Montreal, QC
10.2017 - 07.2019
Waiter
Tao Restaurant
Montreal, QC
10.2015 - 04.2019
- Recommend daily special items and specify the ingredients to the customer
- Suggest the proper dishes base on my experienced observation
- Inform the chef and manager to ensure the correct order, for those who has allergy to certain ingredients
- Create customer friendly dining environment, such as listen to the feedback from the customers.
Web Designer
QPC Ecommerce, Inc.
Toronto, ON
07.2016 - 04.2018
- Design various pages related to shopping for used books, Auctions, School Sections, Contact Us and Coupons with Web Designer
- Debugging all the issue and bugs with Web Designer
- Checking Data and functionality every 4 days
- Work with a team and share information about debug, web design
- Assist in programming School Section via adding photos, school information
- Help finding book codes for every university in Toronto and added them into the Web Designer.
Education
D.E.C Computer Network Administration -
LaSalle College
Montreal10.2019
Secondary School Diploma -
A. Y. Jackson High School
Toronto07.2015
Skills
- Customer and Personal Service
- Complex Customers Problem Solving
- Sales and Marketing
- Ability to learn new financial-related knowledge
- Team-oriented worker
- Critical Thinking
- Computers and Electronics
- Judgement and Decision Making
- Creative, motivated, and friendly
Languages
- English
- Cantonese
- Mandarin
References
Available Upon Request
Timeline
Personal Banking Associates
BMO Bank of Montreal
09.2023 - Current
Customer Service Representative
BMO Bank of Montreal
09.2021 - 08.2023
Inventory coordinator
UMBRELLAR INC
08.2020 - 08.2021
Sales
CanaReno Professional Renovation & Flooring
01.2020 - 07.2020
Server
Yang's Teppanyaki & Sushi
11.2019 - 03.2020
Waiter
Restaurant Impérial
10.2017 - 07.2019
Web Designer
QPC Ecommerce, Inc.
07.2016 - 04.2018
Waiter
Tao Restaurant
10.2015 - 04.2019
D.E.C Computer Network Administration -
LaSalle College
Secondary School Diploma -
A. Y. Jackson High School
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