Bianca Shen
Case Manager (Full-time)
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Experience
Case Manager (Full-time), Financial Empowerment and Wellbeing Program at YMCA of Greater Toronto (2024-07 – Present)
- Meet one-on-one with participants to evaluate their current financial situation and design personalized service plans
- Lead training sessions, webinars, and educational workshops covering various topics
- Connect clients with free tax clinics and help them apply for government benefits and credits
- Provide regular follow-ups, counseling, and long-term objective tracking to help clients
- Reach out to potential partner organizations and hold cooperative events
Personal Banker (Full-time) at TD Canada Trust (2023-10 – 2023-12)
- Play a key role in advising customers on high-level financial solutions from a range of available investment and credit banking solutions
- Make credit recommendations for personal lending transactions, including home financing, per sound credit-granting principles and the Bank’s policies and procedures
Banking Advisor (Full-time) at RBC Royal Bank of Canada (2023-01 – 2023-10)
- Engage customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs
- Outreach to multiple clients through cold calling and email to hit the sales targets on a weekly and monthly basis
- Make credit recommendations for personal lending transactions, including home financing, per sound credit-granting principles and the Bank’s policies and procedures
- Conduct presentations to universities and the community to hire new potential employees
Client Advisor (Full-time) at RBC Royal Bank of Canada (2022-01 – 2023-01)
- Take the lead in proactively engaging with existing customers and prospects by providing need-based assessments to grow loyalty and identify future opportunities
- Outreach to multiple clients through cold calling and email to introduce financial products
- Cultivate and maintain relationships with partners to work as one RBC team
- Plan and organize marketing events to attract more customers to RBC
Administrative Assistant (Full-time) at Highrate Immigration & Education Consulting Group Inc. (2020-06 – 2021-10)
- Make Marketing plans and events with colleagues and supervisors
- Match clients with NOC job lists to find suitable positions. Provide clients with proper information and recommendations regarding the job positions, and match related immigration programs
- Outreach to multiple employers through research, cold calling, and email to secure high-quality placements and hit the targets for placement on a weekly and monthly basis
- Post job advertisements on the Canadian Government’s Job Bank, Indeed, and Monster, keeping all information current and well-organized
- Develop training plans in conjunction with employers for the duration of all training placements
- Negotiate training, contracts, and stipends, ensuring all forms are signed before placement start dates
- Monitor and maintain regular contact with employers to encourage successful participant job retention
Administrative Assistant (Full-time) at Golden Life Immigration Services (2019-09 – 2020-06)
- Responsible for communicating with government departments and school institutions through email, letters, telephone, etc.
- Assess the client's skills and abilities, interests, and barriers to determine suitable career orientations and develop a plan of action identifying the level of support
- Expand the business growth potential through telemarketing and outbound calls as required
- Conduct presentations to potential clients and the community regarding immigration, post-secondary schools, and the job market in Canada
- Facilitate regular group workshops in all areas, and give support on amending resumes, cover letters, and interview techniques
- Clarify employment, training, or career goals by exploring the local labor market, education, and training opportunities.
Leader at Alibaba Network Security Volunteer Alliance (2015-09 – 2017-06)
- Reviewed certain parts of products on the Taobao Website periodically and identified potential shopping behaviors of a specific client group.
Overseas Student Publicity Ambassador (2016-05 – 2018-06)
- Introduced Hangzhou's scenic spots and advanced technologies to foreign delegations.
- Interpreted the profound background of Chinese ancient cultures and architecture to foreigners.
Education
TESL Ontario OCELT and ICTEAL (Registered) – Teachers of English as a Second Language Association of Ontario (2021-11)
Master of Professional Education – The University of Western Ontario (UWO) (2019-10)
Bachelor of Arts in English – Zhejiang University of Technology (ZJUT) (2018-06)