Yu Cong Tang
Richmond,BC
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
11.2021 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships. Achieved highest individual YTD LEI in branch 90%+.
- Collaborated with different partners and teams to streamline processes and improve overall client experience.
- Developed colleagues by leading daily meetings, one on one training and sharing best practices. One of three QSP Nomination Winners in District.
- Achieved 130%+ in Money Out (Investing) and OneTD
Personal Banking Associate
TD Canada Trust
03.2020 - 11.2021
- Assisted customers in opening new accounts, credit applications and ensuring thorough understanding of available products and services.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
Assistant Store Manager
Journey's
03.2017 - 03.2018
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Set store record for single month in sales
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Skills
- Relationship building and management
- Branch operations
- Interpersonal skills
- Sales growth
- Attention to detail
- Issues resolution
Languages
Chinese (Mandarin)
Professional Working
Chinese (Cantonese)
Limited Working
Certification
- Investment Funds in Canada (IFIC)
- Canadian Securities Course (CSC)
- Financial Planning 1 (FP1)
Timeline
Personal Banker
TD Canada Trust
11.2021 - Current
Personal Banking Associate
TD Canada Trust
03.2020 - 11.2021
Assistant Store Manager
Journey's
03.2017 - 03.2018
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