Summary
Overview
Work History
Education
Skills
Timeline
SalesAssociate

Kelly Xu

Richmond Hill,ON

Summary

Highly experience customer service representative and sales. Dedicated to welcoming customers and providing comprehensive service.

Overview

12
12
years of professional experience

Work History

Sales Associate

TekPro Store
Richmond Hill, ON
08.2017 - Current
  • Answered customers' emails and provided solutions.
  • Prepared shipments on daily basis.
  • Updated inventory and price for seasonal promotions.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Managed over 30 customer inquiries per day.

Customer Service Representative

TD Canada Trust
03.2009 - 04.2014
  • Developed and maintained business relationship with individual clients and small business clients.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for financial products, services.
  • Referred customers to Financial Advisor and scheduled appointments.
  • Provided financial advice to high-net-worth individual clients and small business clients.
  • Promoted credit products to customers.

Graduate Assistant

Lakehead University
Thunder Bay, ON
09.2005 - 01.2007
  • Developed and managed Excel based,SAS based financial models.
  • Provided tutorial to undergraduates.
  • Marked assignments and tests.
  • Completed administrative and research duties per professor request.

Manager's Assistant

China Everbright Bank
Jinan, Shandong
01.2005 - 08.2005
  • Ran errands to support daily needs of management.
  • Responded to and directed incoming calls and other communication.
  • Prepared internal and external reports when needed.
  • Scheduled meetings and managed calendar.

Education

Continued Education - Accounting

Toronto Metropolitan University
Toronto, ON
06.2022

Master of Arts - Economics

Lakehead University
Thunder Bay, ON
11.2007

Bachelor of Arts - Finance

Shandong University
Jinan, China
06.2005

Skills

  • Cash Handling
  • Customer Service
  • Sales Expertise
  • Word, Excel
  • Languages: Mandarin and English

Timeline

Sales Associate

TekPro Store
08.2017 - Current

Customer Service Representative

TD Canada Trust
03.2009 - 04.2014

Graduate Assistant

Lakehead University
09.2005 - 01.2007

Manager's Assistant

China Everbright Bank
01.2005 - 08.2005

Continued Education - Accounting

Toronto Metropolitan University

Master of Arts - Economics

Lakehead University

Bachelor of Arts - Finance

Shandong University

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Kelly Xu