YUFEI (Allie) ZHANG
Richmond,Canada
Summary
Results-driven Personal Banking Associate with almost 2 years of experience at BMO, specializing in client relationship management and financial solutions. Proven ability to analyze needs, recommend tailored products and drive sales growth. Recognized for expertise in digital banking adoption and mentoring junior staff. Seeking to transition into a Personal Banker role to deepen client advisory impact.
Overview
7
7
years of professional experience
Work History
Personal Banking Associate
BMO Bank of Montreal
03.2024 - Current
- Advice-based Sales - Expertly recommended deposit products, account types and plan, and investments to align with clients' financial goals.
- Consistently exceeded targets by selling financial products monthly, achieving 120% of overall sales goal last year
- Digital Banking Proficiency - Leveraged BMO's platforms streamline client transactions.
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Ensured compliance with all regulatory requirements by meticulously reviewing transaction records and adhering strictly to established operational guidelines.
- Communication & Problem-Solving - Resolved 90% complex client issues on the spot, minimizing escalations.
Customer Service Representative
BMO Bank Of Montreal
05.2023 - 03.2024
- Handle all kinds of transactions as per customers' request and exceed sale target
- Identify customer needs, provide information on new products and services, and direct customers to PB or PBA as needed
- Reconcile cash drawers at the end of your shift, count and package coins and currency
- Track, record, report, and store transactional information and special requests
- Assisting ABM when needed such as help processing suspended item.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Administrative Office Assistant
YYoung Water Ltd. DBA Alkiss Water
12.2019 - 03.2022
- Field incoming calls and emails from customers and staff regarding customer account details and respond to general inquiries on phone or in person possibly up-sell products;
- Provide invoicing for monthly progress billings; Ensure upkeep of office in terms of cleanliness and orderliness;
- Executed record filing system to improve document organization and management Coordinate events, book meetings and catering, as requested;
- Handle customer complain; Prepare, print and distribute reports for meetings and record and time during conferences;
Office Administrative Assistant
Little Lambs Childcare Center
03.2019 - 12.2019
- Greets parents and children throughout workday; Answers incoming phone calls from parents, visitors and other inquiries;
- Maintains and updated computerized files, inventories and database systems; Establishes safe, healthy, and welcoming preschool setting;
- Identifies areas of concern, and problem solving regarding administrative responsibilities;
Customer Service and Sales Representative
Forever 21
08.2018 - 12.2018
- Welcomes customers by greeting them;
- Stay up-to-date with new products/services; Keeps clientele informed by notifying them of preferred customer sales and future merchandise of potential interest;
- Contributes to team effort by accomplishing related results as needed.
Education
Investment Funds in Canada (IFC) -
Canadian Securities Institute
Bachelor of Arts - Economics
University of Victoria
01.2018
Skills
- Excellent team worker willing to offer help when needed
- Proven ability to work independently and time-manage efficiently in fast-paced, high Volume environments with precision
- Proficient user of Microsoft Quickbooks online, Office, Excel, Word and PowerPoint
- Client retention strategies
- Investment advising
- Self-motivated nature
Languages
English
Full Professional
Mandarin
Native or Bilingual
Current Status
Permanent resident
Hobbies and Interests
- Swimming
- Dog lover
Timeline
Personal Banking Associate
BMO Bank of Montreal
03.2024 - Current
Customer Service Representative
BMO Bank Of Montreal
05.2023 - 03.2024
Administrative Office Assistant
YYoung Water Ltd. DBA Alkiss Water
12.2019 - 03.2022
Office Administrative Assistant
Little Lambs Childcare Center
03.2019 - 12.2019
Customer Service and Sales Representative
Forever 21
08.2018 - 12.2018
Bachelor of Arts - Economics
University of Victoria
Investment Funds in Canada (IFC) -
Canadian Securities Institute
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