Vicky W. Email & Phone Number

Toronto, On, Ca

加拿大 安大略省 多伦多

-Demonstrate sound understanding of HSBC products and services; articulating these to customer in an engaging and confident manner.-Effectively question and listen to customers, enabling to fully understand both new & existing customer’s financial circumstances and needs-Proactively drive referrals to Branch Specialist, Premier and Wealth colleagues, to ensure that the customer is provided with the best possible advice-Help customers to understand how they can flexibly use HSBC services through Internet Banking, phone Banking & self-service points, to meet their varying needs-Be proactive in building & creating a customer base through the use of Customer Contact Lists, referrals & walk-ins-As a mutual fund advisor proactively listen to client to make sure fully understand client situation and provide the suitable wealth management advice to client to help client achieve their financial goal- provide assistant with client’s lending request, not limit to payment frequency change, amortization change, lump sum payment, renew and refinance

Toronto, Ontario, Canada

·Greet clients and complete KYC to ensure privacy and security reasons·Perform day-to-day transactions and duties assigned·Look for opportunities to increase business and meeting sales targets·Safe-guarding any personal information to ensure client's privacy and security·Provide excellent service by listening and understanding the client's needs·Educate the clients regarding the policies and queries related to the services provided·Take the responsibility to make sure the clients's needs and concerns are met·Actively participate in learning opportunities and trainings to keep oneself up-to date

中国 浙江省 宁波

•Develop supply plans based on current inventory position, supplier lead times, unconstrained open stock& promotional forecasts, supplier capacity, back order, etc•Resolve exceptions; collaborate with business partners in making trade-off that balance supply& demand; update, communicate& excite the agreed supply chain•Actively support the S&OP process; elevate unresolved supply planning issues provide insights on risks or opportunities presented•Establish collaborative relationships with multiple functions: Internal&external, suppliers, global planning& Affiliate management group, marketing, sales strategy, Project management, trade customization planning, Demand Planning, Customer service, Material Master, Distribution&Transportation, Quality Assurance, Finance, Sweden&Global counterparts•Present a weekly status report on projected on time performance & the available unit in future fiscal periods•Using SAP,M3, Portal to update order info, check and update master price and maintain all the data correctly for all the team

Richmond Hill, Ontario, Canada

•Handling incoming calls,emails and walk-ins,answering general questions regarding current listing, coordinating showings use dot loops, and preparing flyers Using adobe photoshopAssisting in the preparation of comparative market analysis(CMAs) reports,listing Agreement, Data Forms, Agreement of purchase and sales, Amendments,Waivers etc using web forms, MLS•Preparing weekly market updates to clients using MLS search and cold calls to agents for feedback.visiting bank once a week to deposit the Chequers, maintain boardroom and meeting rooms, manage office suppliers, maintain and troubleshoot office peripherals, assistant managers for special pre-construction projects