Alison Wu
Vancouver,BC
Summary
Results-driven Banking Advisor with a proven track record of exceeding sales targets and delivering exceptional customer service in the financial industry. Adept at cultivating and managing client relationships, offering personalized financial solutions, and driving revenue growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank Of Canada, RBC
10.2020 - Current
- Generated new sales leads to achieve and exceed quarterly sales goals.
- Extended and sustained relationships with customers to maintain and grow business.
- Contacted prospective clients to generate new business to achieve company production goals.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
Shift Leader Manager
Do Chay
07.2019 - 10.2020
- Trained and mentored new employees to maximize team performance.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Exercised composure under pressure and in escalated customer service scenarios.
Server/Bartender
Elephant & Castle
02.2018 - 07.2019
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
Education
Bachelor of Science - Applied Animal Biology
University of British Columbia
Vancouver, BC11.2018
Skills
- Sales and Upselling
- Lead Generation
- In-Depth Research
- Customer Relations
- Trained in Salesforce
- Prospecting
- Account management
Certification
Investment Funds in Canada (IFC)
Languages
English
Native or Bilingual
mandarin
Professional Working
Timeline
Banking Advisor
Royal Bank Of Canada, RBC
10.2020 - Current
Shift Leader Manager
Do Chay
07.2019 - 10.2020
Server/Bartender
Elephant & Castle
02.2018 - 07.2019
Bachelor of Science - Applied Animal Biology
University of British Columbia
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