Claire Hung

Experience

• 

  TD

  May 2009 - Sept 2012

  • Financial Services Representative

    May 2011 - Sept 2012

  • Customer Relations Coordinator

    Jun 2010 - May 2011

  • Customer Service Representative

    May 2009 - Jun 2010
• 

  RBC

  Oct 2012 - now

  Managed a complex portfolio of over 250 high growth high value professional/small business clients across a range of industries, with the goal of establishing a long term client relationship by providing clients integrated financial advice and credit solutions relating to their business as well as their personal financial needs. Specialties: • Collaborate with clients and apply financial counseling principles to actively and effectively assess their life stage needs and provide proactive financial solutions• Acting as client’s business partners and advocate, working with them to understand the company's goals, growth plans and vision for the future, in order to provide sound financial advice to implement client’s financial strategies.• Commercial credit analysis and Risk management – In-depth analysis of client’s financial statements for trends, risk monitoring and assessment, to customize business credit solutions and credit restructuring for a business• Conduct business development activities including hosting local networking/advice events and development of my own center of influence networks, to increase net new small business client acquisitions Show less

  • Senior Commercial Account Manager

    Mar 2022 - now

  • Commercial Account Manager

    Jun 2016 - Mar 2022

  • Senior Business Account Manager

    Oct 2012 - May 2016