Nancy Tan
About Nancy Tan
Nancy Tan is a Financial Service Associate at CIBC in Toronto, Ontario, Canada, with experience in customer service and sales roles.
Title and Current Role
Nancy Tan is currently employed as a Financial Service Associate at CIBC, based in Toronto, Ontario, Canada. She has been with CIBC in this role since 2021.
Previous Experience
Before her current position, Nancy held various roles within the financial and retail sectors. From 2019 to 2021, she served as a Customer Service Representative at CIBC. Prior to that, Nancy worked at ALDO Group, first as a Sales Associate from 2017 to 2018 and then as a Sales Lead from 2018 to 2019.
Education and Skills
Nancy Tan completed her Bachelor of Commerce (BCom) at Ryerson University, specifically within the Ted Rogers School of Management. She was enrolled in the program from 2017 to 2022. Nancy’s educational background has provided her with a solid foundation in commerce and management principles.
CIBC Responsibilities
In her role as a Financial Service Associate, Nancy supports Imperial Service Senior Financial Advisors by completing routine banking transactions and transfers specific to client portfolios. She also facilitates consolidation meetings and assists in securing lending and sales deals. Nancy contributes to client retention by finding effective solutions to client concerns through her extensive product knowledge, collaborating closely with her colleagues and management.