Alan Xu
Burnaby,Canada
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Universal Banker I
CIBC
02.2023 - Current
- Exceed overall sales expectation by a lot
- 104% Customer survey score
- 14 weeks on sales leaderboards
- Multiple campaigns winner
- Have a solid client base, and always motivated to bring in more business
- Actively working with Investment advisor, Financial advisor and mortgage advisor to close more sales
Customer Service Rep
CIBC
08.2022 - 02.2023
- 14/14 promoter customer service rating
- High quality and quantities of referrals providing to FSRs and FAs
- Excellent Communication with client, manager and teams
Insurance Agent
Axiom Frontline Financial
04.2021 - 06.2021
- Through direct qualified conversation with existing customer, delivered 5% up-sell more than department average
- Retain 85% customer through active listening and interpersonal skills
Education
BBA - Business Management And Finance
Langara Colleage
Vancouver, BCBuisness Management Diploma - Business Management And Finance
BCIT
Burnaby, BC06.2020
Skills
- Investment strategies
- Regulatory compliance
- Loan processing
- Communication
- Maintain client relationship
- Servicing
Languages
English
Full Professional
Mandarin
Native or Bilingual
Cantonese
Native or Bilingual
Certification
- Certified Security Consultant (CSC)Certified Security Consultant (CSC)
Timeline
Universal Banker I
CIBC
02.2023 - Current
Customer Service Rep
CIBC
08.2022 - 02.2023
Insurance Agent
Axiom Frontline Financial
04.2021 - 06.2021
BBA - Business Management And Finance
Langara Colleage
Buisness Management Diploma - Business Management And Finance
BCIT
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