Joey Chen Email and Phone Number

• Opened RBC Meeting Place, first digitally enabled operating branch without teller services in BC • Acquired 200+ new clients from proactive calling/shoe leathering marketing as well as networking with local small businesses and quality referrals from centres of influence• Hosted financial advice events both in-person and via virtual channels• Met all sales targets and exceeded branch’s target in volume by 46% with personal closed volume by the end of Q4, 2020 • Recognized with… Show more • Opened RBC Meeting Place, first digitally enabled operating branch without teller services in BC • Acquired 200+ new clients from proactive calling/shoe leathering marketing as well as networking with local small businesses and quality referrals from centres of influence• Hosted financial advice events both in-person and via virtual channels• Met all sales targets and exceeded branch’s target in volume by 46% with personal closed volume by the end of Q4, 2020 • Recognized with One RBC Team Award and Q4 Top Performer in 2020• Recognized with Q1 Share The Success Award and Q2 Top Performer and Leadership Model Award in 2021 Show less

• Assisted clients with a full range of financial services including bank accounts, credit cards, loans, mortgages, and investments• Identified sales and referral opportunities via thorough discovery; engaged partners to maximize teamwork effectiveness to close business• Proactively conducted follow-up calls and emails, deepening client relationship and loyalty• Actively educated both teammates and clients with the most recent digital updates as the Digital Navigator (DNA)

• Team RBC ambassador on campus, supporting various school club events to achieve mutual success• Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing assistance and advice beyond banking• Focused on financial literacy education and demonstration to young adults with emphasis on budgeting, credits, and debt management• Demonstrate the capability of digital banking, encouraging clients to utilize RBC’s online and mobile… Show more • Team RBC ambassador on campus, supporting various school club events to achieve mutual success• Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing assistance and advice beyond banking• Focused on financial literacy education and demonstration to young adults with emphasis on budgeting, credits, and debt management• Demonstrate the capability of digital banking, encouraging clients to utilize RBC’s online and mobile banking Show less

• Managed 15 commercial clients with portfolio value of $100+ million; account types included income property and development project• Underwrote credit applications with thorough credit/financial risk analysis by reviewing financial statements and market research• Assisted with periodic audits reviews; incorporated new policies and procedures in a fluid manner when applicable• Conducted annual credit reviews, ensuring adherence to covenants, margins, and specific credit conditions… Show more • Managed 15 commercial clients with portfolio value of $100+ million; account types included income property and development project• Underwrote credit applications with thorough credit/financial risk analysis by reviewing financial statements and market research• Assisted with periodic audits reviews; incorporated new policies and procedures in a fluid manner when applicable• Conducted annual credit reviews, ensuring adherence to covenants, margins, and specific credit conditions to fulfill ongoing credit monitoring and compliance requirements internally and by OSFI Show less