Jiayi (Elina) He
Toronto,ON
Summary
· Over 3 years of customer service and sales experience
· Enriched financial background of investment and tax planning
· Strong communication skills of long-term relationship management
· Detail-oriented team player and multi-task performer
· Proficiency in English and Mandarin
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Canada Trust
Markham, ON
07.2023 - Current
- Demonstrated expertise in new accounts setup and personal credit product knowledge and sales to identify and recommend appropriate products and services to clients based on customer background and unique needs, followed by bank policy and compliance requirements
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients
- Build customer confidence in digital education
- Answered incoming calls and emails in a timely manner
- Promptly follow up with existing clients and proceed with efficient problem resolution
- Cold-called potential clients to provide personal advice on available financial products and services
- Identified high quality potential investment and lending referrals to personal banker consistently to build up the long-term relationship with the client
- Worked collaboratively with other departments, such as financial planning, direct investing, and credit department, etc. to provide comprehensive solutions for clients
Customer Experience Associate
TD Canada Trust
Toronto, ON
07.2022 - 07.2023
- Pacing Top 20 in the GTA region
- Delivered exceptional face-to-face customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences to enhance client satisfaction rates
- Executed day-to-day banking transactions and maintained accurate records of customer transactions in line with bank policies and procedures
- Went above and beyond the customer's needs and collaborated closely with the personal banker and sent referrals for potential sales opportunities
- Utilized Mandarin proficiency to build relationships with Mandarin-speaking customers
Financial Representative
CCUE Finance
05.2021 - 08.2021
- Demonstrated strong sales skills in the role of supporting clients with detailed financial planning by applying solid investment knowledge (TFSA, RRSP, and RESP, etc.)
- Actively engaged in a timely manner with clients for cases inquires and provided consultation plans and follow-ups
- Successfully demonstrated the ability to carry out problem solving by addressing customer urgent needs and regular inquiries
- Implemented methodologies to gain greater insight into the clients’ profile and provided the best practices to the potential clients
- Demonstrated flexibility and adaptability to keep up with the changing needs of society when tackling problems, and a passion for learning
Tax Clinic Administrator / Volunteer
CRA Community Income Tax Program
02.2021 - 12.2021
- Rendered excellent customer service through day-to-day meetings and calls with clients from various backgrounds
- Developed solid skills on client portfolio analysis for detailed financial and tax needs planning
- Accurately followed Revenue Canada guidelines with compliance on information collections and privacy protection rules
- Maintained excellent customer service quality by addressing customer complaint with 95% positive feedback
- Cooperated with team partners for project completion with demonstrated organization and time management skills
- Multi-task performer in the role, participated in CRA training on tax preparation procedures for continuous improvement
Education
Bachelor of Management and Organizational Studies - Accounting
The University of Western Ontario
London, ON02.2023
Additional Information
- Awarded an Entrance Scholarship $2,500 for outstanding first-year international students
Certification
- CSC Licensed
Timeline
Personal Banking Associate
TD Canada Trust
07.2023 - Current
Customer Experience Associate
TD Canada Trust
07.2022 - 07.2023
Financial Representative
CCUE Finance
05.2021 - 08.2021
Tax Clinic Administrator / Volunteer
CRA Community Income Tax Program
02.2021 - 12.2021
Bachelor of Management and Organizational Studies - Accounting
The University of Western Ontario
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