Ruby Wang Email & Phone Number

Nanaimo

Nanaimo

•Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients•Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients’ opportunities •Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection•Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking•Resolve client problems quickly and/or refer to colleagues, as appropriate •Work as part of a team to ensure the client is receiving the most appropriate advice and introduce them to the appropriate colleague to meet their needs•Keep current on CIBC products and systems to close any gaps in knowledge• Use technology to demonstrate digital channels options (e.g iPad, ATM, Online, Mobile)•Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities

To create a positive client experience by understanding and meeting client needs quickly, professionally and accurately Identifying new sales opportunities and making quality referrals to colleagues Proceed multi monetary transactions, balance cash, credits at the end of day.Deliver a friendly customer service.Demonstrate a strong code of ethics while adhering to and protecting client privacy

Studying business and management courses, including accounting, HR, financial analysis, marketing strategy development. Working in the group to enhance communication skill and teamwork capability.

Responsible for managing lobby, providing financial services for clients, including mortgage advises and financial products sales as well.

Master Of Business Administration (Mba), Business, Management, Marketing, And Related Support Services

MBA

Bachelor Of Journalism