Credit Card Sales Associate

MY LINH PHAM

COMPETENCES

Basic Accounting, Excel, Word, and PowerPoint intermediate, organizational and time management skills

Language : intermediate English, basic Frech

EXPERIENCE

FINANCIAL CONSULTANT

August 2016 to May 2019

• Finding new clienrs through cold-calling, emailing, advertising

• Developing financial plans to help clients achieve their long-term and short term financial goals.

• Communicating with accountants and other professionals to veryfy the information in financial statements

• Analyzing financial statements

• Researching suitable investment opportunities for clients

CREDIT CARD SALES ASSOCIATE

August 2015 to July 2016

• Promoted and sold credit card products to potential customers through various channels, including in-person interactions, telemarketing, and online platforms.

• Engaged with customers to understand their financial needs and recommend suitable credit card options

• Assisted customers with the credit card application process, ensuring all required documentation was completed accurately and submitted on time

• Developed and implemented strategies to increase customer acquisition and retention.

• Provided post-sale support, addressing customer inquiries and resolving issues related to credit card accounts.

EDUCATION

BACHELOR OF COMMERCE MAJOR IN ACCOUNTANCY

Concordia University

From 2022 to 2026

-Receive scholarship John M. Gardiner Award (2023)

-One of the 40 recipients of the Concordia Student Union bursary (2024)

Concordia University

BACHELOR OF COMMERCE MAJOR IN FINANCE

Academy of Finance

From 2012 to 2016

Contact this candidate