ECHO LIU

• Oversee all aspects of cash management, including balancing branch cash reserves and ensuring compliance with security protocols.

• Serve as a point of escalation for complex client inquiries and complaints.

• Build strong relationships with clients by understanding their financial needs and providing tailored solutions.

• Proactively identify opportunities and refer clients to appropriate specialists, including FSRs, FAs, and AFAs, for products such as loans, investments, and financial planning.

• Collaborate with branch staff to ensure seamless handoffs and follow-ups for referred clients

• Capture quality client information in order to understand and meet client's needs in order to build relationships and personalize future client development opportunities
• Drive and exceed individual sales objectives including KPIs such as Repurchase Rate, UPT, conversion, and data collection by ensuring the highest level of Customer Service and quality of sales
• Effectively demonstrates and adheres to all Company initiatives (Retail Excellence and C.R.M Programs)
• Build and develop long-lasting client relationships using the company's clienteling program and initiative

• Highly accomplished professional with a consistent track record as the top salesperson at Canada Goose (accounted for 40% of all sales within the branch)
• Proficient in social media promotion and possessing contact information for a consumer base of nearly 100 high-end luxury product purchasers
• Developed strong customer relationships to encourage repeat business
• Greeting customers and directing them to the appropriate product section based on their needs
• Adept at building and leveraging a vast network of customer resources, uniquely positioned to facilitate the purchase of luxury products
• Provided excellent customer service to resolve customer complaints promptly
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service