Gavin Lu
Richmond Hill,ON
Summary
- Qualified IFC (Investment Fund in Canada) holder with deep understanding of canadian registered account.
- Created more than 3M in investment and FP referral to identify competitive sales opportunities based on customer KYC.
- Provide strong customer service experience in past 5 years with high customer satisfaction and retention rate for retail store.
Overview
6
6
years of professional experience
Work History
Customer Experience Associate (Moving to Toronto)
TD Canada Trust
Edmonton, AB
12.2022 - Current
- Created more than 150 referral to advice team and TD wealth and get closed.
- Helped more than 200 customers to find the most appropriate credit cards aligned with their needs.
- Responded to branch operation including opening, closing and money laundering, front line compliance
- Achieved 95% customer satisfaction in past 10 month to help branch to retain investment and lending business.
Warehouse Associate
iFurniture Edmonton
Edmonton, AB
06.2020 - 12.2021
- Followed company's rules to order and complete more than 200 furniture orders timely.
- Assisted manager to arrange 20 employee's schedule and unexpected errands to maintain smooth store's operation.
- Process expenses for 25 people teams and ensure timely completion, check to make sure payment has been made by the due date.
Store Supervisor
Taiwan Express
Edmonton, AB
03.2018 - 02.2020
- Lead team with 6 colleague to improve and conduct store operation.
- Resolved more than 50 customer complaints regarding customer service and delivery of goods.
- Promoted 4 successful campaigns to help store outperformed 200% than last 2 years
Education
Bachelor of Economics - Economics, Statistics
University of Alberta | Edmonton AB
09.2017
Skills
- Mutual fund and term investment
- Retail banking operation
- lobby leadership and team coordination
- Cold calling
- Bilingual in English and Mandarin
- Investment fund in Canada(IFC)
Timeline
Customer Experience Associate (Moving to Toronto)
TD Canada Trust
12.2022 - Current
Warehouse Associate
iFurniture Edmonton
06.2020 - 12.2021
Store Supervisor
Taiwan Express
03.2018 - 02.2020
Bachelor of Economics - Economics, Statistics
University of Alberta | Edmonton AB
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