Charlene Chen work email
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Charlene Chen personal email
Charlene Chen phone numbers
I am an enthusiastic individual looking to further my banking knowledge and professional skills. I am using my economics education, strong customer service background, and self-motivation to grow in the banking industry.
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Lending SpecialistBmo Private WealthCoquitlam, Bc, Ca -
Lending SpecialistBmo Private Wealth Apr 2022 - Present -
Senior Financial AdvisorScotiabank Dec 2020 - May 2022Burnaby, British Columbia, Canada -
Senior BankerBmo Financial Group May 2019 - Dec 2020
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Financial Services ManagerBmo Financial Group Oct 2015 - May 2019Vancouver, Bc
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Customer Service RepresentativeBmo Financial Group Oct 2014 - Aug 2015Vancouver, Canada Area•Monthly Top Performer of the BC/Yukon Division•Achieved the honor of Top 100 MasterCard sales representative•Drastically beat sales targets•Leveraged the ongoing campaigns to match the client’s needs (i.e. Help in choosing, not just choices)•Generated over 1.6 Million dollars of revenue in closed referrals and appointments sent to Financial Service Managers and Financial Planners by participating in out bound calls and priority leads. •Helped clients to complete varied complex tasks from everyday banking inquiries to business inquiries•Maintained perfect cash balance for the branch•Ensured compliance with all internal controls and followed policies and procedures•Responsible for opening the branch with no manager present
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Field Sales RepresentativeJwr May 2014 - Sep 2014Burnaby, Bc•Prepared accurate product information and professionally delivered sales presentations•Built trustful relationships with customers and provide professional service•Tactfully handled complaints from customers, and analyzed feedbacks to improve performance•Able to sell average 1 to 2 product per hour •Confident and able to take the initiative to interact with potential new customers•Exceeded the company’s target for specific requirement by weekly basis in both individual and team setting
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ReceptionistTunnex Automotive Solution Sep 2011 - Feb 2012Coquitlam,Bc•Maintained excellent communication between the company and potential customers•Sold an average of 2 car maintenance packages per day based on individual’s car report•Maintained accurate cash flow for the company•Performed outbound calls to generate potential business•Handled customer complaints in a professional manner
Charlene Chen Skills
Charlene Chen Education Details
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Economics -
Business Administration
Frequently Asked Questions about Charlene Chen
What company does Charlene Chen work for?
Charlene Chen works for Bmo Private Wealth
What is Charlene Chen's role at the current company?
Charlene Chen's current role is Lending Specialist.
What is Charlene Chen's email address?
Charlene Chen's email address is ch****@****bmo.com
What is Charlene Chen's direct phone number?
Charlene Chen's direct phone number is +177866*****
What schools did Charlene Chen attend?
Charlene Chen attended Simon Fraser University, Langara College.
What are some of Charlene Chen's interests?
Charlene Chen has interest in Social Services, Children.
What skills is Charlene Chen known for?
Charlene Chen has skills like Customer Service, Retail Banking, Microsoft Office, Administration, Sales, Time Management, Self Learning, Sales Motivation, Team Management.
Who are Charlene Chen's colleagues?
Charlene Chen's colleagues are Karen M., Juliette Ricard, Akhmad Jilani, Andrew Scholte, Ravi Wagh, Alexy Malette, Mcleod Regena.
Not the Charlene Chen you were looking for?
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2gmail.com, gapinc.com1 +178097XXXXX
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Charlene Chen
Greater Vancouver Metropolitan Area -
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