Michael Pang

Experience

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  Starbucks

  Aug 2011 - Dec 2014

  Barista

  • Increased sales by suggesting product combinations to meet and surpass targeted goals• Efficiently delivered high volume of quality beverages to reduce customer’s wait time • Actively communicated with coworkers to ensure all orders are completed with precision• Thoroughly trained new workers about job duties in order to help lower employee turnover rates and reduce unnecessary overhead costs

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  CIBC

  Oct 2014 - Apr 2016

  Customer Service Representative

  • Resolved clients’ banking concerns and followed up to ensure satisfaction is met• Recognized by CIBC as one of the top 2% tellers in the company by demonstrating high quality client interaction, accurate transaction processing and proactive teamwork • Actively sought sales opportunities by matching clients with suitable bank products and helping them reach their current financial needs and future investment goals

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  TD

  May 2016 - Oct 2018

  • Provided appropriate recommendation as the senior advisor to both personal and business clients while fostering long term relationships • Provided valuable recommendations to clients by matching their needs with suitable investment products within both registered/non-registered channels (TFSA, RRSP, RRIFs, RESPs) • Helped clients, from first time home buyers to retirees, through the mortgage borrowing process • Held senior manager responsibilities by supervising branch opening/closing procedures, coached tellers on their sales skill sets and resolved escalated client concerns• Helped clients with their day to day banking, lending, investment needs, then provided them with suitable and value adding advices

  • Financial Advisor

    Jul 2017 - Oct 2018

  • Financial Services Representative

    May 2016 - Jul 2017
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  AIA

  Jan 2019 - Nov 2020

  Executive Assistant

  • Implement recruitment strategies and source candidates for AIA "Success Peter District", one of the top insurance agencies within AIA Hong Kong• Assist successful candidates throughout the hiring process (Administration, training, paperwork) • Go over important company information with new hires (benefits, work environment/ culture, expectations, etc.) to help maximize their on-boarding experience • Directly support Senior District Director, Peter Lee, by managing business calendar, scheduling meetings and act as the liaison among all stakeholders Show less

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  First National Financial LP

  Mar 2021 - Nov 2022

  Mortgage Funder
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  TD

  Nov 2022 - now

  District Account Manager, Small Business