Daniel Kha-Nguyen Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Handled client inquiries related to their financial accounts ensuring a first-time resolution while maintaining an average quality score and productivity score of 85% or higher.
• Took on additional responsibilities such as assisting INH and helping fellow agents with their interactions, make outbound calls for the English callback team, and host shadowing sessions for the onboarding classes and.
• Worked with transfers department, responsibilities included: initiating… Show more
• Worked with transfers department, responsibilities included: initiating client’s transfer in requests, reviewed transfer documents, and connected with other financial institutions to process transfer requests. Show less

Toronto, Ontario, Canada

• Performed financial analysis, forecasting and risk assessment on an ESG based portfolio with consideration for the company's goals which resulted in an increase in portfolio returns.
• Computed and manipulated large financial data sets in Excel to generate reports, portfolio models and tables for further use in customer consulting.
• Researched ESG securities with Bloomberg Terminal to find recommendations that align with the company's standards; contributed unique ESG securities to be… Show more
• Researched ESG securities with Bloomberg Terminal to find recommendations that align with the company's standards; contributed unique ESG securities to be added to the portfolio. Show less

• Exercised superior attention to detail, time management and organizational skills to coach team members and achieve operational efficiency increasing sales volume by 65% over a 1 year period.
• Managed inventory database for outstanding, inflow and outflow numbers using excel and merchant discounts and monthly revenue sustaining an efficient and manageable tracking system.
• Resolved customer concerns and complaints while ensuring the company's customer service standards were met.

• Enhanced customer experience through personal connections and delivering consistent beverage quality with a focus on maintaining a window timer of 35 seconds for drive-thru orders.
• Assisted with store cleanliness which include: cleaning machinery, washing equipment, and clearing out left over stock at the end of the shift ensuring the health and safety standards were met.
• Communicated with team members on resource levels of ingredients and customer orders for smooth streamlined… Show more
• Communicated with team members on resource levels of ingredients and customer orders for smooth streamlined operations. Show less

• Processed numerous transactions efficiently and answered any questions or concerns that the customer had in a fast paced environment.
• Resolved customer complaints in a professional manner to ensure the customers satisfaction.
• Assisted customers with any questions about the products, product placement, and Loblaws loyalty program.

• Accurately and efficiently exchanged cash for chips in a fast paced environment.
• Efficiently calculated Blackjack and Lucky Lady payouts correctly.
• Created a fun and inviting atmosphere for all customers.
• Carefully inspected dealers with high attention to detail to ensure no mistakes were made.