Vinny Zhang
Vancouver
Overview
4
4
years of professional experience
1
1
Certification
Work History
BANKING ADVISOR
Royal Bank of Canada
08.2022 - Current
- Referring business to financial planners, mortgage specialists and business advisors as one team with 80 % closed referrals
- Strong lobby management to reduce long waiting lines and generate 90% promoter scores for the branch
- Licensed to sell mutual funds and review client's KYC, investment portfolios
- Providing solutions that fit clients' everyday banking needs and fostering strong relationships
- Onboarding personal and small business clients
- Set up POA accounts and estate accounts
- Knowledge of negotiating techniques
- Renewing mortgages and providing investment solutions
- Structure credit applications (credit cards, line of credit, loans etc.)
CUSTOMER SERVICE REPRESENTATIVE
Scotiabank
05.2021 - 08.2022
- Trained new employees as a mentor and helped them to improve skill set
- Acted as an ambassador and advocate for digital and self-service banking experience
- Assisted customers with daily cash transactions, account inquiries and resolved problems in a timely manner
- Shared financial knowledge to clients and referring them to an appropriate advisor with high success rate
- Conducted transactions efficiently and accurately, while applying proper due diligence and adhering to regulations and compliance
Education
Bachelor of Management - Minor in Psychology
University of British Columbia
Kelowna, BC06.2020
Skills
- Microsoft Office
- Team Player
- Sales Follow-Up
- Client Relations
- Financial Services
- Quick learner
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Professional Working
Certification
- Canadian Security Course
- First Aid Level 1
Activities
- UBCO Badminton Club, Kelowna, BC, President, 2018-2019, Secretary, 2019-2020, Organized the tournament and created a poster to advertise the competition around school, encouraged people to join the tournament and recorded fees collected, recruited volunteers to photograph the moment of the competition and posted it on different social platforms.
- Light Up Chinatown Volunteer, 2022, 2023, Helped people take selfies and encouraged them to engage in the event.
References
References available upon request.
Timeline
BANKING ADVISOR
Royal Bank of Canada
08.2022 - Current
CUSTOMER SERVICE REPRESENTATIVE
Scotiabank
05.2021 - 08.2022
Bachelor of Management - Minor in Psychology
University of British Columbia
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