Zak Tang Email & Phone Number

- Provide performance and trend analysis, and insights to the business- Design and analyze retail business performance measurements (product sales and activities)- Manage project priorities and progress with enterprise analytics team- Gather business requirement and coordinate with Data Analysts to build performance reports for multiple distribution channels- As a data steward, provide insight and help improve data definition, quality and documentation.- Perform user acceptance testing and result validation upon receiving new reports- Provide ad-hoc report to support retail initiatives and analysis- Design and implement request intake and feedback process (through SharePoint)- Support retail annual operation planning- Validate variable compensation model results

- maintain and update various performance reports- perform analysis on retail business measurements , assist in designing performance measurements- design and build SharePoint sites to receive various requests (e.g. result adjustments, case studies)- assist in building retail relationship and householding model- assist in building sales quality framework and implementation

Vancouver, Bc

• Analyse customer's financial needs, provides Mutual Funds to help customer to grow and protect their assets. • Proactively and creatively offer helpful solutions/alternatives to customer inquiries. Exploring further needs and referring such opportunities.• Effectively helps customers with their basic personal credit lending needs.• Develop and create new customer relationships.

Vancouver, Bc

• In-branch new hire CSRs trainer.• Introduce and promote lending, investment, and insurance products to customers. Identify customer’s needs and refer customer to corresponding specialist.• Approve Personal Line of Credit and Business Line of Credit.• Close sales for banking products such as GICs, overdraft protection line of credit, Visa cards.• Help customers with RRSPs and approve RRSP loans.• Opening, closing and changing memberships and accounts (including personal accounts, business accounts, and estate accounts.)• Opening and closing safety deposit box contracts.• As back-up support, fill the role of a Customer Service Representative as necessary.

Vancouver, Bc

• Introduce and explain banking products. Uncover customers’ banking needs and refer customers to corresponding specialist for banking products.• Process daily banking transactions, such as deposit, withdrawal, transfers, and office cheques.• Perform branch opening and closing duties and balancing.• Translate banking needs for Chinese customers.

Bachelor Of Arts (B.A.), Economics And Statistic

Activities and Societies: Economics Students Association

Computer Science, Gpa 92%

Java Application Development Business Analysis and System Design Visual Analytics with Tableau Data Warehouse Foundations for Business.

Canadian Investment Funds Course, Mutual Fund License

Topics includes: Financial objectives Mutual fund basics Mutual fund investment Types of mutual funds Economic environment Managing mutual.