Minh Duc Tran
436 Brimorton Dr, Scarborough ON, M1H 2E5
Cell (365) 889-1239 · Email: dannytran2302@gmail.com
Summary of Qualifications:
· An honors student with a record of academic and extracurricular success
· Solid competence and professionalism with applicable business knowledge in Accounting and Finance
· Strong analytical skills, ability to multi-task with attention to detail under tight timelines, gained from relevant courses and valuable working experiences in fast-paced environments
· Cumulative experience of 1 year in customer service
· Completion of the CSC Exam Level 1 and 2
Skills:
· Solution finder and relationship builder
· Time management
· Excellent leadership and communication skills
· Committed to providing superior customer services
· Active listening
· Independent starter
· Detailed oriented/service orientation
· Always takes initiative at work
· Proficient computer skills
· Ability to multitask and work as a team
Education:
Humber College Toronto, ON
Bachelor of Commerce, Finance – Co-op Sept. 2019 – Apr. 2023
Awards
· Cumulative GPA of 3.90/4.00 – Honors Dean’s List from 2019 to 2022
· Earned the highest Cumulative GPA of all BCom Finance Degree students in the first and second year
· Recognized as the recipient of the Academic Excellence Award at the Baccalaureate Level
Relevant Coursework
· Retirement Planning, FIN 3521
· Canadian Securities 1, FIN 4002
· Consumer Credit, FIN 2501
· Financial Reporting and Analysis, FIN 3010
· Ethics and Standards in Finance, FIN 4501
· Quantitative Methods, FIN 3020
· Risk Management & Estate Planning, FIN 4010
· Canadian Securities 2, FIN 4112
· Financial Management, FIN 2500
· Equity Investments, FIN 4000
· Corporate Finance, FIN 3000
· Taxation, FIN 4500
Certifications: Bloomberg Market Concepts (2020), Canadian Securities Course (2022)
Columbia International College Hamilton, ON
Ontario Secondary School Diploma Aug. 2017 – May. 2018
· Graduated with 3.90 GPA in the year of 2017-2018
· Recognized as the recipient of the Ontario Scholar Award in grade 12
Work Experience:
Meridian Credit Union Toronto, ON
Member Services Representative May. 2022 – Aug. 2022
· Engaged with clients, helped them with their daily banking needs such as deposits, withdrawals, bill payments, foreign exchange, wire transfers, bank drafts and more as per standardized operating procedures and industry regulation
· Answered to client queries with respect to all their accounts
· Replaced debit cards and updated information on their accounts if there are any changes in their personal information
· Educated clients about online banking and also showed them how to use the ATM for their basic transactions
· Booked appointments if they needed to see any Financial Advisors/Planners
· Deepened client relations and identified different opportunities and directed them as needed
· Referred clients to the Financial Advisors and made sure the clients get the best advice possible
· Demonstrated an eagerness to learn banking products and services to better manage clients’ banking needs
· Contributed positively to a team-oriented and target-based performance environment
· Participated in the timely and accurate completion of business processes and procedures
Humber Finance Society Toronto, ON
Director of Marketing Sept. 2021 – Apr. 2022
· Developed and implemented new marketing strategies which have raised HFS’ social media platform engagement by 50% within 4 months
· Managed and grew followers on multiple social media accounts, including Instagram and LinkedIn
· Created meetings, created social media posts, updated links and created posters for events
· Contacted alumni or guest speakers for upcoming events and future collaborations
Portfolio Analyst Dec. 2019 – Feb. 2020
· Presented updates and reports on market fundamental and technical analysis and relevant macroeconomic trends every 2 weeks
· Given a budget of $1 million for the mock portfolio competition
Uber Technologies Inc. Toronto, ON
UberEATS Delivery Driver Jun. 2020 – Sept. 2020
· Accomplished thousands of safe and successful trips in the span of 4 months
· Achieved a customer satisfaction rating of 95%
· Handled daily customer and merchant calls; answered questions and resolved order issues
Volunteering Involvement
Canadian Blood Services Toronto, ON
Blood Donor Sept. 2019 – Present
Canada Vietnam Society Toronto, ON
Private Tutor Sept. 2019 – Mar. 2022
· Taught 10+ high school students in Financial Accounting and Economics, resulting in 8 of them receiving the highest possible grade
· Created original teaching materials and engaging class environment
· Assisted the students with homework and whenever needed throughout each lesson
Columbia International College Hamilton, ON
Community Service Sept. 2017 – May. 2018
· Volunteered during Terry Fox Run
· Took notes during meetings
· Composed, edited, and prepared weekly school announcements
Technical skills
Microsoft Applications: Word, Excel, PowerPoint, Outlook
Languages: English and Vietnamese
references available on request
Education
- 2019-2023
Undergraduate Degree at Humber College
Experience
- 05-2022 to 08-2022
Member Services Representative at Meridian Credit Union
- 06-2020 to 09-2020
UberEATS Delivery Driver at Uber Technologies Inc.
To contact this candidate email dannytran2302@gmail.com