Candice Zhou

● Achieved District Spotlight in Q1 FY2025 for outstanding performance across all core metrics. Ranked #4 in Mutual Fund Sales and #2 in GIC Sales across the Metro East District in Q2 FY2025

● Consistently achieved Mutual Fund sale goals within the first month of each quarter, demonstrated strong product knowledge and planning skills

● Deliver personalized financial advice to a growing client portfolio with a focus on long-term wealth building and tax planning

● Developed and maintained long-term relationships with a loyal client base, with exceptional client retention and repeat appointments

● Received abundant high post-appointment client survey feedback, reflected excellence in trust-building, clarity of advice, and service experience

● Exemplified within the branch by managers for outstanding behavior in taking ownership, frequently assisted colleagues from all roles during high-volume periods

● Effectively delivered closed opportunities for Financial Planners, Mortgage Specialists and Private Bankers while providing holistic financial solutions, refinance strategies and personalized banking experience

● Demonstrated quick-learning skills when adapting to new roles in learning overall banking products, consistently achieving above scorecard metrics in opening accounts, credit cards and line of credit

● Took the initiative to independently resolve client concerns while providing elevated advice, resulting in multiple district shoutouts for delivering excellence to customers

● Entrusted and relied upon by many Personal Bankers in the branch for high-quality investment and lending opportunities referrals, displaying strong partnership collaboration

● Skillfully completed high-volume transactional activities with accuracy and efficiency

● Delivered consistent, friendly, and solutions-oriented service at the front line, repeatedly results in top survey feedback scores from customers, contributed to 10-15% of branch LEI every quarter

● Continuously remained alert during customer interactions and flagged unusual activities to ensure bank KYC/AML protocols and compliance are met