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, ON06.2022
Master of Arts - Economics
Lakehead University
Thunder Bay, ON11.2007
Bachelor of Arts - Finance
Shandong University
Jinan, China06.2005
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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