Customer Service Sales

SHIN SHAN LEE

**** *********, ********, ******, ***-0G3

Cell phone : 514-***-****

E-mail: ***********@*******.***

Working experiences

June 2006 ~ Present

Desjardins Financial Security

Financial security advisor

• Serving clients of Prestige Team referred by Caisses Desjardins; do an evaluation of their financial protection needs; offer them professional advices and establish a financial planning according to their needs

• Propose to clients all banking services available from Desjardins Group, refer them to other partners according to their needs

• Work in collaboration with financial planners of the Caisses on customers with important assets and do presentations to advisors on a regular basis about the current financial strategies available

• Report follow-ups on the files worked to the financial planners

• Report follow-ups of the advisors on a regular basis to the direction

• Apply financial strategies and action plans in order to identify potential clients and stimulate sales

• Suggest advices and techniques to bank advisors on how to offer my services to the clients, give them necessary tools and arguments

• Suggest to Desjardins directors on possible solutions to improve the quality of clients referred

Achievements: Participate to the event "Carrefour de l'Excellence" in 2010

Always ranked among the 50 best sales advisors since 2006

March 2002 ~ June 2005

Sushi Express Fantasia

Owner-Manager

• Accomplish all administration tasks, from accounting to production, in order to assure maximum profits for the company

• Hire and train employees in order to offer the best customer service

• Responsible for the management of the inventory in order to always maintain sufficient stocks

• Assure the availability and quality of food

• Plan and apply different marketing strategies depending on seasons

January 2001 ~ July 2002

Matrox

Web coordinator – Asian team

• Responsible of the Chinese web site of the company: Traditional Chinese and Simplified Chinese

• Update and maintain regularly these 2 web sites

• Participate to the reform of company's web site in 2002

• Translate press releases from English to Chinese and vice versa

Languages

French, English, Mandarin, Cantonese, Taiwanese

Computer skills

Softwares: Microsoft Office (Word, Powerpoint, Excel), Internet Explorer, Lotus Notes

Web design: Macromedia Dreamweaver, HTML, JavaScript,

Education

2009 ~ 2011 EMBA specialized in financial services

UQAM

2008 ~ 2009 Certificate in administration services

UQAM

1998 ~ 2000 Bachelor in Art

McGill

Major: Asian studies

Minor: Economic

Minor: Hispanic languages

1995 ~ 1997 DEC (Diplôme d’Études Collégiales)

Cégep Édouard-Montpetit

Programme: Social Sciences

1990~1995 DES (Diplôme d’Études Secondaire)

Collège Notre-Dame-de-Lourdes

Other certificates:

2011 Intermediate PowerPoint

2010 Investment Funds in Canada (IFC) offered by CSI

2006 Life insurance permit delivered by Québec's Autorité des marchés financiers (AMF)

Contact this candidate