YIFANG XU
Scarbourough,ON
Summary
Goal-focused Bank Teller experienced in fast-paced financial environments. Focused on maintaining high levels of accuracy and productivity as well as achieving branch goals. Possess sensitive risk awareness capabilities.
Overview
3
3
years of professional experience
Work History
Personal Banker Associate
BANK OF MONTREAL
03.2024 - Current
- Conducted account openings and closings for clients.
- Responded promptly to customer emails, phone calls and requests for information.
- Cross-sold banking products such as credit cards, loans and investments.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Customer Service Representative
Bank of Montreal
Scarborough, ON
10.2022 - 03.2024
- Receiving and processing customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balancing cash drawers on a daily basis.
- Answering customer inquiries regarding bank products and services.
- Explaining account information to customers in detail as needed.
- Identifying opportunities to refer customers to other areas of the bank for additional services.
- Identifying and reporting suspicious behavior to security personnel as appropriate.
- Selling Credit card and some other products like overdraft protection.
Customer Service Representative
Facedrive Foods
Scarborough, Canada
03.2021 - 10.2022
- Communicated with customers and answer their questions in a timely and professional manner (via phone, online customer service or email)
- Welcome customers warmly and meet their food delivery service and orders issues with seamless execution.
- Handled customer complaints and provide appropriate solutions and alternatives within the specified
- Trained new hires on rules and services, best practices and attitude to reduce process gaps.
- Simultaneously, multi-threads independently handled the work content of customer service and scheduling.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Some College (No Degree) - CIFC(Canadian Investment Funds Course)
IFSE Institute
10-2023
Master of Science - Teaching English To Speakers of Other Languages (TESOL)
University of Western Ontario
London, ON12.2019
Masters Preparation Certification - Education
Brock University
St. Catharines, ON04.2018
Bachelor of Science - Engineering Digital Media Technology
Tianjin University of Technology And Education
Tianjin,China06.2016
Skills
- Customer Relationship Building
- Fraud Detection
- Excellent Time Management Skills
- Excellent Communication Skills
- Risk Management Evaluation Background
- Financial Services
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Personal Banker Associate
BANK OF MONTREAL
03.2024 - Current
Customer Service Representative
Bank of Montreal
10.2022 - 03.2024
Customer Service Representative
Facedrive Foods
03.2021 - 10.2022
Some College (No Degree) - CIFC(Canadian Investment Funds Course)
IFSE Institute
Master of Science - Teaching English To Speakers of Other Languages (TESOL)
University of Western Ontario
Masters Preparation Certification - Education
Brock University
Bachelor of Science - Engineering Digital Media Technology
Tianjin University of Technology And Education
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