Dorothy Zhang
About Dorothy Zhang
Dorothy Zhang is a Personal Banker at CIBC in Oakville, Ontario, Canada, providing personalized financial advice and managing client portfolios.
Current Position at CIBC
Dorothy Zhang began her tenure at CIBC in 2020 as a Personal Banker in Oakville, Ontario, Canada. In this role, she provides personalized financial advice to clients, addresses client concerns, and ensures confidentiality and accuracy. She conducts comprehensive financial reviews and discusses portfolio updates with clients, suggesting additional personalized financial solutions to meet their financial goals. She is responsible for preparing documents in compliance with relevant regulations and maintaining the quality of the bank's lending portfolio.
Previous Experience at BMO Financial Group
Prior to her role at CIBC, Dorothy Zhang worked at BMO Financial Group as a Customer Service Representative from 2018 to 2020. During her time at BMO, she gained valuable experience in customer service by assisting clients with various financial products and services. She also acquired skills in addressing customer inquiries and providing support in a fast-paced banking environment.
Early Career at New Oriental Education & Technology Group
Dorothy Zhang began her early career working as an ESL Teacher at New Oriental Education & Technology Group in Harbin, China. She held this position briefly in 2016. During this period, she gained experience in education and developed skills in teaching English as a second language to students.
Educational Background
Dorothy Zhang completed her Bachelor of Commerce (BCom) at the University of Toronto from 2016 to 2020. She studied Finance, Economics, and Philosophy, equipping her with a strong foundation in financial analysis, economic principles, and critical thinking skills. Additionally, she attended Elgin Park Secondary from 2013 to 2016. Her comprehensive education background supports her professional expertise in banking and financial services.