Brian Cheung

Experience

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  Sun Ya Publications Limited

  Jul 2017 - Jul 2017

  Sales Associate

  • Increased sales by 22% through promoting a campaign for English teaching products; set up displays at the book fair and enhanced communication skills by providing top-quality customer service.• Assessed customer needs quickly and provided solutions proactively to satisfy customer concerns.

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  KSY Speciality Limited

  Jun 2019 - Aug 2019

  Summer Intern

  • Performed duties, including spreadsheet information, qualitative/quantitative analysis and assistance on insurance cases; summarized results through written reports and oral presentations• Contributed to preparing over 100 quotations and billing for customers• Analyzed and consolidated data in compiling reports for different insurance cases• Sorted, organized and maintained records accurately using Access and central filling system• Updated customer records daily, including adding 25+ new accounts using the Access database• Worked with different teams to conduct market research in insurance projects, presentations and assessment• Developed effective communication skills through conference presentations on insurance cases.• Delivered excellent customer service by effectively assessing client issues and providing personalized solutions, leading to improved client satisfaction.• Intensive training to understand the insurance industry and learn concepts on technical underwriting in general & life insurance, property, liability, wealth & risk management Show less

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  Bank of China (Hong Kong)

  Sept 2020 - Sept 2021

  Banking Associate Trainee

  • Collaborated with different project teams to conduct customer interviews on financial products and bank services; proposed recommendations and solutions to improve user experience.• Liaised with third-party vendors, extracted and analyzed customer feedback from social media and electronic channels; provided daily progress reports on consumer insights in e-commerce websites and improved reports efficiency by 50%.• Participated as a department representative in the internal promotion video of the bank’s e-commerce platform, supporting the digital banking transformation of retail banking.• Attended project-based meetings to formulate effective strategies for business planning; evaluated, consolidated and presented the findings to different departments internally. • Prepared weekly internal reports, ad-hoc documents and annual reviews on personal and mortgage loans, investment services and credit card applications.• Conducted market research and business forecast on potential clients’ demand with PowerPoint; examined industry trends and competitive threats to identify expansion opportunities. • Surveyed over 15 branches and prepared customer satisfaction data for use in analytics with Excel.• Designed end-to-end customer journey for digital products and services. Show less

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  EzeeRiders Bike Rentals Seawall

  Apr 2022 - Oct 2022

  Customer Service Associate

  • Demonstrated exceptional customer service through the resolution of customer complaints and product inquiries in a professional and friendly manner.• Proven self-starter who efficiently processes financial transactions and maintains accurate company • Worked with colleagues in organizing cash register, money handling, opening and closing of store.records in a fast-paced retail environment.

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  Bhamji Taxation Services Inc

  Jan 2024 - now

  Accounting Assistant

  • Managed bookkeeping records and entered GST return for 70+ clients into QuickBooks. • Assisted in filling tax returns, T4, T5 and T5018 slips for 100+ clients with TaxCycle software.• Reviewed bank statements for 60+ accounts and assisted in reconciling financial reports with 100% accuracy.