Robert Gong Email & Phone Number

Toronto, On, Ca

North York, Ontario, Canada

• Managed a portfolio of 250 businesses• Drove business sales volume and business and personal solutions, through opportunity spotting to enhance revenue opportunities• Generated referrals and sales results while ensuring superior client • Coordinated prospecting strategies between internal and external networks to capitalize on existing and new business opportunities• Lead in risk management and exercised due diligence in all banking procedures by developing appropriate action plans in response to concerns/risks• Established strong client relationship by prioritizing on-site visits to gain a thorough understanding of their business objectives and operations• Developed credit skills and knowledge, including an understanding of risk assessments and financial analyses, credit structuring/solutions, and deal presentations

• Conducted full financial reviews • Provided credit and investment solutions (Mortgages, Lines of Credit, Credit Cards, HELOC). • Educated clients on RESP/RRSP/TFSA and helped them invest for their future • Partnered with Investment/Mortgage/Financial Planning Specialists • Proactively acquired new clients and performed transfer-ins • Maintained on-going relationships with clients to receive referrals • 91% Client Satisfaction Surveys (10/11 2019, 2/2 YTD) • Contributed to the branch achieving the 2019 “Share the Success” award for being the highest performing branch in Q3