Na Wang

Na Wang Email and Phone Number

Associate Financial Advisor @ CIBC
Ottawa, ON, CA
Na Wang's Location
Ottawa, Ontario, Canada, Canada
About Na Wang

Completed the Assistant to the President of the Branch of Gansu Bank in China, brought 5 years of leadership experience, and demonstrated a market development achievements. Good at providing key plan formulation and implementation. Customer-oriented, strategically thinking operations and sales professionals with more than 9 years of experience in building relationships, cultivating partnerships, retaining top customers, and growing profit channels. Have the ability of being as a strong leader and team builder, with good conflict management, organization and communication skills.

Na Wang's Current Company Details
CIBC

Cibc

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Associate Financial Advisor
Ottawa, ON, CA
Website:
cibc.com
Employees:
45698
Na Wang Work Experience Details
  • Cibc
    Associate Financial Advisor
    Cibc
    Ottawa, On, Ca
  • Cibc
    Financial Services Representative
    Cibc Jun 2023 - Present
    Kanata, Ontario, Canada
  • Lavish Events Ottawa
    Event Assistant
    Lavish Events Ottawa Oct 2021 - Aug 2022
    Ottawa
    - Helped wedding planner with creative program design, scheduling, and other tasks.helped with setting up and breaking down events, including tasks such as arranging decor and furniture, and ensuring event spaces were clean and tidy.-Assist in inventory classification management to ensure that inventory is moved in and out of the warehouse in a reasonable and orderly manner.-Aiding the company in communicating cross-border material product procurement.
  • Bank Of Gansu
    Assistant To The President Of Bank Branch
    Bank Of Gansu Mar 2016 - Dec 2020
    Lanzhou, Gansu, China
    • Demonstrated exceptional client service skills by providing guidance and solutions to meet clients' needs, while maintaining the confidentiality and exercising good judgment.• Achieved performance goals by acquiring three new corporate customers with assets of at least $6 million, two corporate customers with assets of at least $20 million, and one corporate customer with assets of at least $1 billion.• Successfully led the retail department of the branch to achieve performance… Show more • Demonstrated exceptional client service skills by providing guidance and solutions to meet clients' needs, while maintaining the confidentiality and exercising good judgment.• Achieved performance goals by acquiring three new corporate customers with assets of at least $6 million, two corporate customers with assets of at least $20 million, and one corporate customer with assets of at least $1 billion.• Successfully led the retail department of the branch to achieve performance targets, acquiring no less than 3,000 new card users annually.• Expertise in customer acquisition and financial product portfolio, delivering professional and diversified financial solutions to potential clients.• Recognized by management as a key contributor to enhancing customer experience and achieving operational excellence, leading the sub-branch to be awarded the "Advanced Retail Branch". Show less
  • Bank Of Gansu
    Senior Client Services Manager
    Bank Of Gansu Apr 2012 - Mar 2016
    Lanzhou, Gansu, China
    -Experienced in front-end banking operations, contributing to identifying and onboarding potential business clients through collaboration with sales and internal teams.-Demonstrated proficiency in various banking services including commercial loans, bank acceptances, entrusted loans, and international letters of credit.-Achieved an average annual accumulated business amount exceeding $2 billion with a portfolio of large corporate clients.-Adept in designing effective financial… Show more -Experienced in front-end banking operations, contributing to identifying and onboarding potential business clients through collaboration with sales and internal teams.-Demonstrated proficiency in various banking services including commercial loans, bank acceptances, entrusted loans, and international letters of credit.-Achieved an average annual accumulated business amount exceeding $2 billion with a portfolio of large corporate clients.-Adept in designing effective financial portfolios and offering multiple financial solutions to meet the unique needs of clients.-Participated in investment banking initiatives and provided front-end market and corporate analysis for M&A and ABS projects.-Implemented a comprehensive risk management system and actively collected and reported market sales information for the bank's risk management department.-Accumulated a successful application of a comprehensive financial service quota worth approximately $4 billion for top Chinese enterprises, including state-owned enterprises, listed companies, and private enterprises. Show less
  • Shanghai Pudong Development Bank Co., Ltd
    Assistant To Corporate Client Manager
    Shanghai Pudong Development Bank Co., Ltd Apr 2011 - Apr 2012
    Lanzhou, Gansu, China
    Supported sales team members to drive growth and development.Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.Contacted customers via phone and email to explore connections, offer services and cement relationships.Conducted surveys and credit evaluations for corporate clients who applied for financial services from banks.

Na Wang Education Details

Frequently Asked Questions about Na Wang

What company does Na Wang work for?

Na Wang works for Cibc

What is Na Wang's role at the current company?

Na Wang's current role is Associate Financial Advisor.

What schools did Na Wang attend?

Na Wang attended Algonquin College Of Applied Arts And Technology, Algonquin College Of Applied Arts And Technology, Lanzhou University.

Who are Na Wang's colleagues?

Na Wang's colleagues are Stacey-Ann Bailey, Aldrin Casimiro, Raghav Kanotra, Clara Dadourian, Tamunosemiebi Hanson, Preetmohan Singh, Chaitanya ..

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