Alan Chan

Experience

• 

  Famous Player

  Jul 2004 - Jul 2006

  Treasurer

  My role as a treasurer were to collect, count, balance and audit the daily cashflow

• 

  Unipage Solution

  Sept 2006 - Dec 2009

  Sr. Sales Representative, Trainer

  ● Ranked top two and three in sales volume in Unipage across the country for multiple months● Provided excellent customer service ● Identified and promoted products and services tailored to the benefit of each client● Excellent product knowledge in the wireless telecommunication industry during employment● Mentored multiple new staffs, trained them to operate efficiently, to achieve quarterly target and to provide excellent customer service

• 

  Mosaic Sales Solutions

  Oct 2010 - Jan 2011

  Sales Ambassador
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  GLENTEL Wireless Solutions

  Feb 2011 - Jul 2011

  Sales Representative

  ● Top sales representative of the store● Exceeded challenging sales targets ● Possessed product knowledge for Bell, Rogers, Fido, Solo, Virgin, and Chatr● Tailored suitable products and services to fulfill each clients' needs

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  TD

  Aug 2011 - Mar 2014

  Customer Service Representative

  ● Exceed sales revenue target consecutively; best quarter exceeded by 400%● Helped achieve exceptional Customer Experience Index result with branch reaching Diamond status ● Opened new accounts, written credit applications, and maintained client products● Identified and promoted products and services tailored to the benefit of each client● Referred clients to sales team and wealth partners for further advising opportunities to increase branch volumes● Provided exceptional customer services to clients and addressing their banking needs● Maintained due diligence and abide to code of conducts on all security codes and cash handling● Mentored multiple new staffs, trained them to operate efficiently, to achieve quarterly target and to provide excellent customer service● Secure desk operator ● Closing and opening the branch Show less

• 

  HSBC

  Mar 2014 - Aug 2018

  ● Manage multiple portfolios of thousands of small business clients● Establish and maintain a healthy relationship with clients● Assess and review accounts/credit facilities to ensure our products meet our clients’ needs● Identify and mitigate risk of potential money laundering and terrorist financing activities● Audit and conduct periodic reviews to ensure our clients are operating as agreed● Handle clients’ inquiries and provide professional business strategic advice to clients Show less

  • Associate Portfolio Manager

    Apr 2016 - Aug 2018

  • Sales and Service Specialist

    Mar 2014 - Apr 2016
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  RBC

  Aug 2018 - now

  • Mortgage Specialist

    Feb 2021 - now

  • Business Account Manager

    Aug 2018 - Jan 2021