Jeff Chan

Experience

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  Polo Ralph Lauren Factory Store

  Nov 2017 - May 2019

  Sales Associate

  1) Providing exceptional customer service and helping tourists to translate.2) Assisting the manager to replenish stock on the sales floor and processing check-out. 3) Exceeding daily sales goals by 200% on a daily basis.4) Build a long-term and meaningful relationship with customers. 5) Provide fashion recommendations to customers.

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  BMO Financial Group

  Dec 2019 - Mar 2022

  1) Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).2) Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.3) Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.4) Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.5) Ranked in the top 3 Personal Bankers of the market in terms of sales revenue in 2021. Show less 1) Proactively engaged with customers and provided advice based on an understanding of their financial needs. Focused on everyday banking, digital solutions, and investment needs.2) Took initiative to find creative approaches to make each customer’s experience feel personal. 3) Collaborated with BMO partners and identified referral opportunities to further grow the customer’s relationship with BMO beyond personal banking.4) Achieved over 800% YTD Sales Revenue target5) Coaching and mentoring new Sales Team members. Show less 1) Providing splendid customer service through value-added conversations with small business owners and exceeding each customer’s expectations.2) Have in-depth knowledge and understanding of BMO products and services .3) Exceeded monthly sales revenue goal by 250% in BMO product and service sales by developing a close rapport with clients, monitoring team, and client satisfaction while generating quality wealth referrals to the sales team.4) Proactively focused on Customer Relationship Management and Customer Retention.5) Ensured that all the bank's policies and procedures, code of conduct, and regulatory guidelines have strictly complied with. Show less

  • Personal Banker

    Jul 2021 - Mar 2022

  • Personal Banking Associate

    Mar 2021 - Jul 2021

  • Customer Service Representative

    Dec 2019 - Feb 2021
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  HSBC

  Mar 2022 - Mar 2024

  1) Actively manage a diverse portfolio of high-value small business clients that generate annual revenue under $5MM and in the borrowings up to 1.25MM2) Proactively develop effective strategies to build strong networks internally and externally to win new long-term relationships. 3) Negotiate, structure and underwrite various credit solutions including Commercial Real Estate loans, Working Capital loans, Revolving Equipment loans, Leasehold Improvement loan, Secured & Unsecured Lending’s and CSBFP according to the Bank's lending policy;4) Provide tailored financing and business advice to high value business clients primarily through creative financing products, investment services, payment and cash management solutions.5) Collaborate with Commercial Banking Partners and refer them Business which are best suited for complex lending’s & Trade Finances. Show less 1) Supported Relationship Managers to manage client contact and service. 2) Provided sales support to RM including preparing and completing sales documents, managing data input and proactive follow-up with clients regularly. 3) Handled client’s inquiries relating to the RM’s portfolio in a positive, timely and appropriate manner, to reduce the time spent on process and administrative task by RM, hence, increased RM’s capacity. 4) Supported client in navigating the digital online banking platform in collaboration with the support team, to enhance customer experience on banking with HSBC effectively and efficiently.5) Managed projects to maintain active client contact and inactive account reactivation to improve NCG. Show less

  • Relationship Manager, Business Banking

    Jul 2022 - Mar 2024

  • Business Relationship Officer, Business Banking

    Mar 2022 - Jul 2022
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  RBC

  Mar 2024 - now

  Relationship Manager, Commercial Banking