EVELYN KIN SIU MUI SZETO

Servicing Analyst at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Mississauga, Ontario, Canada, CA
Languages
  • English -
  • Spanish -
  • Chinese (Traditional) -
  • Chinese (Simplified) -

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Credentials

  • Smart Serve
    Smart Serve Ontario
    Sep, 2016
    - Nov, 2024
  • Sheridan Certificate on Digital Communication
    Sheridan College
    Sep, 2014
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Servicing Analyst
      • Nov 2018 - Present

      -Opening and maintaining accounts for clients and adhering to all requirements.-Fulfill routine and frequently non-routine tasks related to internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities.-Solve more complex issues efficiently and effectively in accordance with Bank and industry standards.-Follow procedures to resolve internal business partner and/or external customer inquiries/ requests and issues.-Operate within a highly regulated external environment and ensure sound management of significant financial risk associated with the transactions under management.-Research and evaluate loan applicant's financial status, references, credit and ability to repay the loan-Review, update, and complete credit and loan documentation files-Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection, or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected

  • TD
    • Customer Service Representative, TD-Toronto Dominion Bank
      • Oct 2017 - Present

      • Proactively demonstrate lobby leadership in the customer lounge, help and advice area with the goal to deliver an enhanced customer experience while creating a positive “First Impression”.• Actively participate in regular meetings and coaching sessions.• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services.• Contribute to the timely and accurate completion of branch administration work • Understand and apply bank/branch operating policies and procedures• Ensure necessary due diligence to support the accuracy of all customer transactions.• Follow and achieve sales goals on a daily basis• Build proactive trust relationships with customers

  • Quick Marketing Group
    • Canada
    • Advertising Services
    • 1 - 100 Employee
    • Marketing Communicator Internship
      • Sep 2017 - Present

      • Created content calendar for the company and its clients.• Translated some documentations for the company.• Wrote weekly blogs for the company and its clients.• Pulled images for daily post of the company and its clients.• Communicated creatively new marketing ideas for the company and its clients.• Demonstrated teamwork with co-workers and supervisors.• Analyze SEO and other business performances and strategies for the company.

  • Remax Realtron Proland Realty
    • Administrative Marketing Assistant
      • Oct 2016 - Nov 2017

      • Obtained and organized all proper supporting information and documentation to ensure proper administration of electronic and paper files.• Responded in timely manner to ongoing request and queries (telephone and in-person).• Handled all media and public relations inquiries• Arranged and booked for inventory orders, office supplies, and travel.• Drafted and created meeting agendas/calendars, supplied advance materials, and executed follow-up for meetings and team conferences.• Assisted with event planning, including associated travel and logistical arrangements.• Prepared homes for open houses, picked up supplies, and sent invitations to potential buyers.

  • Blind Duck Pub
    • Server/ Cashier
      • Sep 2016 - Aug 2017

      • Performed cashier functions ensuring accurate accounting of cash transactions.• Worked collaboratively with co-workers to served food and drinks timely and efficiently.• Communicated friendly and politely on all request and inquiries.• Ensured customer satisfaction and handled customer concerns effectively.• Followed food and safety serving procedures and responsible alcohol service requirements.

  • TBS Interactive Limited
    • Event Assistant
      • Aug 2016 - 2016

      • Planned and organized marketing events for the company to attract their target market.• Prepared event material and poster to expand their marketing campaign.• Provided instructions and guidance to event participants to increase customer satisfaction.• Demonstrated the various use of electronic devices to event participants to obtain a good customer experience.

Education

  • University of Toronto Mississauga
    Bachelor of Arts (B.A.), Digital Enterprise Management (DEM)
    2014 - 2018
  • Sheridan College
    Bachelors, Digital Communication and Media/Multimedia
    2014 - 2018
  • University of Toronto Mississauga
    2014 - 2018
  • Boren-Sino Canadian School
    Diploma, Grade 7 to Grade 12
    2009 - 2014
  • Colegio Agustiniano Cristo Rey
    Kindergarden to grade 6
    1999 - 2008

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