Yingqiu Zhang
Edmonton,Alberta
Summary
Detail-oriented and analytical professional with over three years of progressive experience in financial services and commercial banking. Proven ability to support relationship management teams through comprehensive credit analysis, compliance support, and client onboarding coordination. Demonstrates strong interpersonal, organizational, and risk management skills, with a passion for delivering outstanding service in a dynamic banking environment.
Overview
5
5
years of professional experience
Work History
Wealth Associate
National Bank Financial
Edmonton, Canada
11.2022 - 12.2023
- Supported Wealth Advisors in delivering strategic financial solutions and credit-related services to a diverse client base.
- Prepared financial analysis, monthly portfolio performance reports, and fee structures to aid in lending decisions and compliance review.
- Coordinated client onboarding and account maintenance, ensuring adherence to AML/KYC standards and funding requirements.
- Managed conditions precedent for disbursement and resolved discrepancies in collaboration with compliance and operational teams.
- Maintained accurate and updated client files in CRM systems and ensured regulatory documentation met IIROC standards.
Financial Services Representative
CIBC
Edmonton, Canada
02.2022 - 11.2022
- Advised clients on banking solutions, focusing on personal lending, credit structuring, and investment products to meet financial goals.
- Built long-term client relationships by understanding personal and business financial objectives, supporting CRM strategy.
- Assisted in KYC documentation and compliance while ensuring accurate data entry and transaction processing within regulated timelines.
- Identified credit risks and provided tailored recommendations aligned with bank policy and risk appetite.
Leasing Coordinator
Strategic Group
Edmonton, Canada
08.2019 - 12.2020
- Acted as liaison between commercial tenants and internal teams, ensuring timely response to lease queries and resolution of escalations.
- Generated financial tracking reports, supported budget planning, and collaborated on strategic execution of leasing initiatives.
- Led digital marketing campaigns to increase property exposure and enhance client acquisition.
Leasing Agent
Westcorp
Edmonton, Canada
09.2018 - 08.2019
- Provided consultative leasing services to a large volume of international and student tenants.
- Conducted credit checks and financial vetting to minimize risk exposure and improve tenant portfolio quality.
- Maintained correspondence and internal records to support monthly occupancy and revenue tracking.
Education
Bachelor of Arts - East Asian Studies, Minor in Economics
University of Alberta
Edmonton, AB01.2017
Bachelor of International Business -
Beijing Foreign Studies University
Beijing, China01.2014
Skills
- Financial Statement Analysis
- Problem solving
- Salesforce CRM
- Microsoft Office Suite
- Analytical skills
Certifications And Skills
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Financial Statement Analysis
- Credit Structuring
- Risk Assessment
- Salesforce CRM
- Microsoft Office Suite
- Google Analytics (Advanced)
- Languages: Fluent in English and Mandarin
Timeline
Wealth Associate
National Bank Financial
11.2022 - 12.2023
Financial Services Representative
CIBC
02.2022 - 11.2022
Leasing Coordinator
Strategic Group
08.2019 - 12.2020
Leasing Agent
Westcorp
09.2018 - 08.2019
Bachelor of Arts - East Asian Studies, Minor in Economics
University of Alberta
Bachelor of International Business -
Beijing Foreign Studies University
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