Weixi (Mavis) Miao
1871 Victoria Ave E, Regina,SK
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Banker
BMO Bank Of Montreal
06.2020 - Current
- Assisting clients with setting up personal or small business accounts, completing loan or mortgage applications, offer investments based on client's needs and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Work closely with management to strategize sales techniques to increase branch production and customer service
- Cross-sell products and services to meet customer needs and provide options.
Customer Experience Associate
TD Canada Trust
05.2018 - 06.2020
- Competitive Spirit
- Customer Service
- Enthusiastic work attitude
- Teamwork
Sales representative
The Brick Ltd
01.2016 - 07.2018
Education
Bachelor Degree of Economics -
University of Saskatchewan
08.2015
Skills
- Quick learner and work well both independently and as a team player towards common goals
- Hard working, self motivated and provides quality work in a timely manner
- Honest, reliable and positive working attitude, ability to keep calm under pressure
- Attention to detail
- Collecting and analyzing data to make accurate and timely decision and recommendations
- Decision Making, Taking steps to address problems, identify and develop options and solutions
- Computer Programming Skills
Accomplishments
- 2024 BMO Anual Best of Best Honouree
- 2023 BMO Conference Of Stars Honouree (TOP 95 PBs/SBs nationalwide)
- 2022 BMO Conference Of Stars Honouree
- 2023 BMO Q1 Q2 Q3 Spotlight Awards
- 2022 BMO Q1 Q2 Q4 Spotlight Awards (quarterly sale revenue over 150%)
- 2022 Yearly performance review: Exceptional
- 2016 THE BRICK "President Club" Award
- Employee of the Month at The Brick (multiple times)
Certification
IFIC Investment funds in Canada
Financial Planner (work in progress, FP1 passed in April. FP2 passed in December)
Timeline
Personal Banker
BMO Bank Of Montreal
06.2020 - Current
Customer Experience Associate
TD Canada Trust
05.2018 - 06.2020
Sales representative
The Brick Ltd
01.2016 - 07.2018
Bachelor Degree of Economics -
University of Saskatchewan
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