Summary
Overview
Work History
Education
Skills
Timeline
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Ziyan (Nancy) Huang

Mississauga,Canada

Summary

  • Goal-driven individual with a track record in sales and capable of utilizing all experiences developed in any client-facing role.
  • Excellent customer service and communication skills (English and Mandarin).
  • Strive in a high-pressure environment with excellent time management and problem-solving skills.
  • Proficient in the MS Office Suite (Word, PowerPoint, and Excel).
  • Cooperative and enthusiastic team member who excels at taking the initiative to find solutions to service problems.
  • Adequate knowledge of metrics required as a Customer Service Representative

Overview

1
1
year of professional experience

Work History

Banking Advisor (Intern)

Industrial & Commercial Bank of China
Hunan, China
06.2024 - 09.2024
  • Responded to customer inquiries, complains and comments on a daily basis, averaging 60+ client interactions
  • Identified sales & referral opportunities through active listening to client's needs and utilized product knowledge to ensure appropriate advise is being provided
  • Achieved and exceed monthly sales & referral target over by 15% on a consistent basis
  • Processed transactions with accuracy, including money transfer, deposit, withdrawals, wire transfer, foreign exchange and data entry to update client files
  • Maintained quality of work while ensuring highest confidentiality and proper handling of sensitive client information
  • Worked collaboratively with Financial Planners to resolve all service and account maintenance requests for high-value clients, resulted in a client satisfaction rate of 91% at the end of my term

Course Consultant (Intern)

NewChannel International Education
Hunan, China
07.2023 - 09.2023
  • Coordinated invoices for clients and conducted outbound calls to ensure payments
  • Conducted follow-up calls per client requests and arranged in-person meetings to discuss eligibility for ongoing promotions
  • Maintained strong knowledge of all products and services, pricing schedules and ongoing promotions
  • Provided efficient, courteous service to all clients and expanded on sales opportunities while ensuring closure

Education

Bachelor of Science -

University of Toronto
06.2026

Skills

  • Financial analysis and reporting
  • Customer service excellence
  • Data management
  • Client relationship development
  • Sales strategies
  • Mac Office proficiency

Timeline

Banking Advisor (Intern)

Industrial & Commercial Bank of China
06.2024 - 09.2024

Course Consultant (Intern)

NewChannel International Education
07.2023 - 09.2023

Bachelor of Science -

University of Toronto

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Ziyan (Nancy) Huang