Stephen Mak
Personal Banker @BMO
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WORK HISTORY
Personal Banker @BMO
Toronto, ON, CA
Achieving 203% of YTD overall sales and service KPI targets in 2025 by proactively identifying client needs and delivering customized banking, investment, and lending solutions.• Building and deepening customer relationships through tailored needs assessments, resulting in increased product penetration and client retention.• Delivering exceptional service across personal banking, home financing, and small business solutions, aligning with regulatory compliance and risk management policies.• Leveraging digital banking tools to guide clients toward self-serve solutions, enhancing operational efficiency and the customer experience.• Collaborating with internal partners across retail, wealth, and small business channels to support holistic client financial health.• Maintaining strong knowledge of banking products, market trends, and industry best practices to deliver strategic advice and personalized service.
EDUCATION
The University of Hong Kong
Bachelor’s Degree, Double Majors in Risk Management and Finance
Centennial College School of Business
Diploma of Education, Marketing/Marketing Management, General
ABOUT STEPHEN MAK
Certified project management professional and results-driven sales manager with over 10 years of experience in the telecommunications industry. Proficient in B2B and B2C sales, operation management, channel management, and marketing campaign execution. Proven track record of leading teams to achieve business goals and implementing innovative business solutions. Strong analytical and communication skills with fluency in English, Mandarin, and Cantonese.
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