Jiayi (Elina) He
Toronto,Canada
Summary
Experienced Personal Banking Associate with 3+ years in customer service and sales. Solid background in investment and tax planning, with a strong knowledge of banking products. Skilled in building lasting client relationships, effective communicator, detail-oriented team player, and fluent in English and Mandarin.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
BMO
01.2025 - Current
- Warmly welcomed clients as a lobby leader, providing daily banking transactions and personalized advice on personal and business banking, lending, and investment advice
- Collaborated with BMO partners to identify referral opportunities that further expand client relationships
- Demonstrated strong sales and operational skills to effectively manage branch tasks while ensuring compliance with BMO's policies and procedures
- Focused on investment discussions, especially mutual funds, maintaining trade accuracy and suitability
- Actively contributed to achieving branch business results and delivering superior customer experience
- Participated as a 2025 BMO Culture Champion, fostering teamwork and a positive workplace culture
Private Client Associate
RBC PH&N Investment Counsel
06.2024 - 10.2024
- Provided administrative support to investment counselors and portfolio managers to coordinate client requests, execute investment trades, manage cash flow, and maintain accounts
- Organized client meetings and managed calendars
- Strong communication and interpersonal skills to collaborate with different departments, work in a team environment, and interact with clients
- Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Proficient in Microsoft Office Word, Excel, and PowerPoint
Personal Banking Associate
TD Canada Trust
07.2023 - 05.2024
- Maintained a warm welcome to customers in the lobby, provided assistance to walk-in clients, and fostered positive interactions in a professional environment
- Engage customers in day-to-day advice needs, account setup, lending, service transactions, digital education, and customer problem resolution
- Proactively reaching out to clients through cold calls and emails to provide advice
- Demonstrated strong sales ability, and consistently created high-value referrals to PBs and partners
Customer Experience Associate
TD Canada Trust
07.2022 - 07.2023
- Pacing top 20 in GTA for outstanding customer experience
- Processed accurate day-to-day financial transactions like deposits, withdrawals, and wires, adherence to TD's policies and procesures
- Warmly greeted and connected personally with customers to determine their needs and recommend banking solutions
- Partnered with PBAs and PBs to pinpoint sales opportunities and refer valuable clients to partners
Financial Representative
CCUE Finance
05.2021 - 08.2021
- Leveraged strong sales skills to assist clients in detailed financial planning with a focus on investment products including TFSA, FHSA, and RRSP
- Addressed client queries effectively and efficiently to improve customer satisfaction
- Utilized effective problem-solving abilities to meet urgent client needs with a focus on implementing methodologies for gaining insights into client profiles and recommending best practices
- Demonstrated flexibility and passion for continuous learning, adapting to evolving client needs, enhancing overall client satisfaction
Education
Bachelor of Management and Organizational Studies - Accounting
The University of Western Ontario
London, ON02.2023
Certification
CSC Licensed
Timeline
Personal Banking Associate
BMO
01.2025 - Current
Private Client Associate
RBC PH&N Investment Counsel
06.2024 - 10.2024
Personal Banking Associate
TD Canada Trust
07.2023 - 05.2024
Customer Experience Associate
TD Canada Trust
07.2022 - 07.2023
Financial Representative
CCUE Finance
05.2021 - 08.2021
Bachelor of Management and Organizational Studies - Accounting
The University of Western Ontario
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