Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yan (Zahra) Zhang

Edmonton,AB

Summary

With over 6 years of customer facing service roles, I am inspired to extend my passion to provide knowledgeable and profession service to customer with various need in the financial industry.

Seeking opportunity to extend and strengthen previous experience in customer service, relationship retaining, and problems solving toward financial industry.

Overview

5
5
years of professional experience

Work History

Banking Advisor2

RBC
Edmonton, AB
04.2024 - Current
  • Getting client referrals and promotion of products and service offerings that's right for the customer
  • Closed $2M referral to Investment Specialist in first 3 months
  • Develop and retain relationships with existing customers through active management of portfolios and ensuring solutions continually meet customer's needs during the migration process from HSBC to RBC
  • Attract new customers by understanding their financial needs and delivering high standards of service quality

Premium Banker

HSBC
Edmonton, AB
11.2022 - 04.2024
  • Act as a Brand Ambassador, delivering exceptional customer experiences by building and maintaining strong relationships with new and existing customers
  • Achieved 300% performance in mutual fund sales target
  • Achieved 240% performance in new deposit sales target
  • Ranking quartile during 11/2022 to 04/2024 & top 10 in national wide peers
  • Created more than 80 referrals to investment & mortgage team and get closed
  • Won 4 quarterly Loin Rewards during the premium banker role

Personal Banker

HSBC
Edmonton, AB
09.2022 - 11.2022
  • Demonstrate HSBC products and services to branch customers
  • Help customers’ daily transactions through the counter, internet banking, phone banking & self-service points, to meet their varying needs
  • Based on client’s request, correctly referrals to branch specialist, premier and wealth colleagues, to ensure that the customer is provided with the best possible advice
  • Building & creating a customer base through the use of customer contact lists, referrals & walk-ins

Sale Representative

Crius Financial Services Corporation
EDMONTON, AB
08.2019 - 05.2022
  • Provide clients with the excellence of products and services through innovation to meet each individual's & family’s financial needs
  • Cross sell financial & insurance products for iA Financial Group, Allianz Global Assistance (Travel Insurance), B2B Bank, Canada Life, Equitable Life, Manulife(Bank), cooperate with BMO mortgage, etc

Education

Bachelor of Arts - Economics, Mathematical & Statistical Sciences

UNIVERSITY OF ALBERTA
EDMONTON, AB
01.2016

Skills

  • Certificate: CIFC - Canadian Investment Funds Course, PFSA, FP1
  • Experienced Customer Service
  • Retail & Advanced portfolio management
  • Quick learner and coach-able
  • Task and detail oriented & Team player
  • Effectively use of Adobe, MS Office, etc

Languages

English
Full Professional
Chinese (Mandarin)
Native/ Bilingual

Timeline

Banking Advisor2

RBC
04.2024 - Current

Premium Banker

HSBC
11.2022 - 04.2024

Personal Banker

HSBC
09.2022 - 11.2022

Sale Representative

Crius Financial Services Corporation
08.2019 - 05.2022

Bachelor of Arts - Economics, Mathematical & Statistical Sciences

UNIVERSITY OF ALBERTA

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Yan (Zahra) Zhang