Doreen Zhijing Xing

Experience

• 

  Everforex Financial Corp.

  Oct 2014 - Aug 2017

  CSR

  Accurately processed customer cash, bank drafts, money orders and debit card payments, exchanged and transferred while ensuring the highest level of professionalism and the best customer experience;Processed over 20 forex transactions daily with estimated volume of over $100k CAD;Eff ectively communicated with clients to address forex inquiry with patience and precision, clarifi ed doubts and built ongoing trust;Constantly performed compliance checks on customers’ ID, trading, deposit and withdraw activities;Report account deposits of over CAD10,000 to FINTRAC for compliance in anti-money laundering regulation. Show less

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  BMO

  Feb 2018 - now

  Fiscal 2022 Conference of Stars;2022 Q2 Quaterly spotlight;Achieve 5 million referral to Financial Planner in 2023;Identify customer needs and provide approprate recommendation for personal lending and home financing within credit principles and bank policies;Conduct comprehensive investment plans for customers to assess their needs and recommend appropriate products;Resolve customer inquiries or complaints in a timely and professional manner, maintaining a high level of customer satisfaction;Proactively identify opportunities to deepen customer relationships and enhance loyalty through effective communication and follow-up;Complies with regulatory requirements for account open, investment and lending Show less Processed account opening, identifed customer needs and recommended suitable banking plan as well as credit card;Reviewed customer profi les and approached customers proactively to off er relevant banking solutions;Profi cient in conducting customer conversations to recommend investment advice;Identifi ed cross-selling opportunities and refered customers to Personal Banker or Financial Planner to tailor their fi nancial goals.Supported branch operations such as fi lling, following up on customer applications, escalated service requests, branch opening and closing activities. Show less

  • Personal Banker

    May 2021 - now

  • Personal Banker Associate

    Feb 2019 - May 2021

  • Customer Service Representative

    Feb 2018 - Feb 2019
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  TUMI

  Feb 2018 - Jul 2018

  Associate Manager

  Successfully became the top sales within Canada for two days, April 10th and 11th, 2018;Generated sales by building excellent customer relationships;Coordinated with the store team for achieving sales goals;Handled returns, repairs and all minor and major customer issues intelligently.