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Iris Yim

Iris Yim

Royal Bank of Canada Banking Advisor

Talent
Richmond HillMember since August 13, 2026
banking advisorPayment collectionCredit investigationsInvoicingCommunicationProblem-solvingAnalytical skillsCustomer serviceOrder processingData entryData analysisClover
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banking advisorPayment collectionCredit investigationsInvoicingCommunication

About

Looking for part time to explore new industry. Goal-oriented, fast learner and organized, with one year experience in managing payment collection, credit investigations and invoicing. Excellent communication, problem-solving, and analytical skills, enabling effective and efficient handling of various tasks. Fluency in English, Cantonese and Mandarin

Experience

Royal Bank of Canada Banking Advisor - TEKSYSTEMS CANADA CORP. - Mississauga, Ontario

(2025-03)

Taking 40-60 inbound calls from RBC clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one. Focus on helping clients when they need us most, by responding empathetically to a variety of questions, assisting with a myriad of banking solutions and resolving client concerns at first point of contact.

  • Day to day activities including but not limited to account opening, assisting with mortgages payments/double payments, pre-approvals for credit limits and overdraft protection, help on changing passwords, charge inquiries on credit card etc.
  • Contribute to team results by supporting all colleagues to be successful in meeting client needs.
  • Cultivate and maintain relationships with partners to work as one RBC team.
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests.
  • Educate and assist clients with using RBC digital capabilities.

Customer Service Representative - Valgear Inc. - Richmond Hill, Ontario

(2023-08 - 2025-02)

  • Greet customers via telephone to assist customers with order processing, product information, pricing, shipping information, and general eCommerce information.
  • Assisted customer with any issues regarding their orders on Amazon, Best Buy, Shopify, CCUE and Walmart via internet, email and occasional phone calls.
  • Track missing orders and shipments by raising service ticket on various couriers.
  • Address customers' complaints by responding and following up with customers in a timely manner.
  • Supported walk-in customers by introducing them the on-sale products.
  • Handled petty cash, credit & debit cards transactions with Clover.
  • Assisted customer and the company in filing a lost or damaged claims from various carrier.
  • Ensured compliance with company's policies and procedures in processing the returns and exchanges in a courteous manner.

Customer Accounts Representative, APAC Team, Finance Dept. - Mouser Electronics Inc. - Kwun Tong, Hong Kong

(2022-03 - 2023-06)

  • Communicated with customers and internal departments to resolve account issues, pending orders, and invoice discrepancies within specified guidelines.
  • Performed order releases, new account set-ups, and credit investigations.
  • Worked effectively with customers to collect outstanding accounts and communicated with credit team members and customer service team regarding potential and existing problem accounts, such as fraud or duplicated profiles.
  • Performed assigned research activities to reconcile wire payments and resolve payment discrepancies.
  • Provided company credit services within specified guidelines via U/V, phone, internet, email & mail, and fax.
  • Possessed working knowledge of company policies, procedures, and systems.

Project Support, Operation Department - Bank of China (Hong Kong) Limited - Cheung Sha Wan, Hong Kong

(2017-12 - 2018-06)

  • Assisted in UAT related activities for system projects including preparing test cases, checking & verifying data input, recording test results and generating test reports.
  • Examined and identified any problems in executing test cases.
  • Provided administrative support to the department, including data entry, data analysis, information processing and reporting.

Education

Master of Arts - Creative Media (Curating Art and Media) - City University of Hong Kong (2022)

Bachelor of Creative Arts - Digital Media - Flinders University (2019)

Skills

Royal Bank of Canada Banking Advisor

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