Yunhao Zhao
Burnaby,B.C
Summary
Seasoned Banking Advisor with depth of knowledge in retail banking, investment products and customer service. Skilled at identifying financial needs and providing solutions that benefit clients. Strong track record of enhancing branch sales while maintaining high levels of client satisfaction.
Overview
8
8
years of professional experience
Work History
Banking Advisor
Royal Bank Canada
Vancouver, BC
04.2024 - Current
- Recognized with the RBC Market Digital Enablement 2024 Q2 Award for dedication to excellence, outstanding performance, and significant contributions.
- Collaborate with financial planners, mortgage specialists, and investment retirement planners to deliver integrated financial solutions.
• Maintain 100% personal branch LTR with the highest compliance standards in all documentation and KYC updates. - Recognized with RBC 2025 Q4 top performer winner for dedication to excellence, outstanding performance and significant contributions.
Client Advisor
RBC
Vancouver, British Columbia
08.2022 - 03.2024
- Processed customer transactions accurately and efficiently at a busy financial institution.
- Educated customers on digital banking tools and resources for self-service options.
- Collaborated with team members to enhance the overall customer experience daily.
- Resolved customer issues promptly, ensuring satisfaction and retention of service loyalty.
Office Administrator
State Grid Corporation of China
Nanjing, Jiangsu
01.2021 - 12.2021
- Maintained company accounting records by entering accounts payable, accounts receivable, invoices and expense reimbursements.
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Processed financial documents, contracts, expense reports and invoices.
- Automated office operations by managing client correspondence, records, contracts and data communications.
Sales General Manager
Moser International Trading Co. Ltd
Vancouver, BC
11.2017 - 05.2019
- Held a key role in the company's sales management including sales promotion, product selection, operational procedure development, and workflow planning .
- Maximized profits through effective cost control.
- Directed preparation of marketing collateral, including descriptions, photographs and copy for print and digital needs.
- Worked with product development team members to optimize product specifications.
- Helped customers find specific products, answered questions and offered product advice.
Education
IFC
Canadian Securities Institution
06-2022
Master of Science - Financial And Management
University of East Anglia
Norwich, UK12.2020
Bachelor of Arts and Social Science - Economics
Simon Fraser University
2017
Skills
- motivative and collaborative team player
- Fluent in English and Mandarin (bilingual)
- Strong Financial Banking product knowledge
- Customer relationship management
Timeline
Banking Advisor
Royal Bank Canada
04.2024 - Current
Client Advisor
RBC
08.2022 - 03.2024
Office Administrator
State Grid Corporation of China
01.2021 - 12.2021
Sales General Manager
Moser International Trading Co. Ltd
11.2017 - 05.2019
IFC
Canadian Securities Institution
Master of Science - Financial And Management
University of East Anglia
Bachelor of Arts and Social Science - Economics
Simon Fraser University