William Wang

Experience

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  RBC

  Mar 2016 - Jul 2021

   Personal Credit : Establishing strong business cases for clients seeking credit such as mortgages, personal loans or credit cards. Financial Advice: Coordinated portfolio reviews with clients to regularly evaluate an investments performance toward achieving long-term financial goals. Growing Client Book: Generated new clients using a personal, face to face approach that built trust and emphasized personal banking advice to the individual which generates revenue to the profit book Achieving Yearly Targets: Meeting goals set by the branch to ensure growth and profitability within the industry Digital Enablement Coach: Keep updated with new digital innovations that are rolled out weekly to coach colleagues on how we can add value to our client interactions through our digital channels Partnering: Working with appropriate partners such as mortgage specialists and financial planners to ensure client centric advice is fully given Show less  Cash Custodian: Ensuring branches cash operational status is fully functional in day to day operations such as loading the ATMs and balancing the end of day cash balance Everyday Banking Advice: Ensure clients day to day transaction needs are met as well as providing value to the clients interaction.  Referrals: Booking appointments and recommending appropriate branch resources to the clients  Fundraising: Organized and campaigned charity events to spread awareness as well as allocate funds to the organizations Show less

  • Commercial Associate Account Manager

    May 2021 - Jul 2021

  • Banking Advisor

    Sept 2018 - May 2021

  • Client Advisor

    Mar 2016 - Sept 2018
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  Canada Mortgage and Housing Corporation (CMHC) Société canadienne d'hypothèques et de logement(SCHL)

  Jul 2021 - now

  Account Representative