Summary
Overview
Work History
Education
Certification
Volunteer Experience
References
Timeline
Generic

Krystal Zhu

Calgary,AB

Summary

  • Experiences in sales, keep good sales records, and organizing events.
  • A strong passion in maintaining clients relationship.
  • High initiative, developed though working in a dynamic and fast-paced office environment as a project coordinator.
  • Excellent verbal and written communication skills developed through helping clients via daily work in English and Chinese.
  • Proficiency skills at writing reports and giving presentation using Microsoft Excel, PowerPoint, and Word.
  • Quick learner with ability to work unsupervised or as part of a team to achieve objectives.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
Calgary, AB
03.2023 - Current
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Achieved or exceeded personal sales goals on consistent basis by conducted outbound calls to follow up on leads generated from marketing campaigns.

CUSTOMER SERVICE REPRESENTATIVE

CIBC
Calgary, AB
02.2022 - 02.2023
  • Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments and other financial options
  • Assisted clients with various questions and concerns related to their accounts and bank products
  • Created exceptional client experiences by understanding and meeting client's day to day banking needs
  • Worked accurately and efficiently in a fast-paced environment in order to balance at the end of the day appropriately
  • Maintained good client relationships and received good promoters through daily works
  • Meet weekly sales targets from generating new clients and new business.

SALES REPRESENTATIVE

YNBTECH INFORMATION TECHNOLOGY
Halifax, NS
01.2018 - 04.2021
  • Verified and processed venders' invoices, to ensure all products coding and inventory quantity are accurate
  • Identified customer needs to deliver relevant product solutions and promotions and meet target budgets
  • Strengthened communication and customer-service skills by addressing clients' concerns, resulted in gaining the high-evaluation feedbacks from clients
  • Wrote and edited daily company articles, emails, newsletters, and web content, which expanded company's brand recognition and increased the sales by 25%
  • Prepared the monthly report to analyze sales data and generate new promotion strategies, which resulted in high evaluation from manager.

FINANCIAL ASSISTANT

HOMETOWN FURNITURE & MATTRESS
Halifax, NS
09.2018 - 12.2018
  • Strengthened attention to detail through monitoring budget, cost, and sales by using Excel, which significantly increased the efficiency and accuracy of daily operation
  • Prepared the monthly report, accounting, and financial documents to analyze and conclude sales tendency in conference meeting
  • Improved customer-service orientation skills through addressing clients' concerns and building long-term relationships with clients
  • Improved marketing strategies by managing social media accounting and advertisements, which increased sales by 15%
  • Daily responsivities included but not limit to answering phone calls, monitoring emails, processing invoices, ordering office suppliers, filing information forms, and managing social media accounts, which obtained a high evaluation from senior manager.

Education

BACHELOR OF COMMERCE -

Dalhousie University
Halifax, NS
05.2020

Certification

Canadian Securities Course license

Volunteer Experience

OPERATION ASSISTANT

SDI Marketing Inc. - Halifax, NS, OPERATION ASSISTANT, 09/2018, 02/2019

  • Recorded and analyzed daily sales data by using SAP Lumira, which increased daily operation efficiency
  • Prepared a quarterly report to conclude the department activity and sales in conference meeting
  • Strengthened Customer-Service orientation skills by doing after-sales service and building a long-run relationship with customers

References

References Available Upon Request

Timeline

Financial Services Representative

CIBC
03.2023 - Current

CUSTOMER SERVICE REPRESENTATIVE

CIBC
02.2022 - 02.2023

FINANCIAL ASSISTANT

HOMETOWN FURNITURE & MATTRESS
09.2018 - 12.2018

SALES REPRESENTATIVE

YNBTECH INFORMATION TECHNOLOGY
01.2018 - 04.2021

BACHELOR OF COMMERCE -

Dalhousie University

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Krystal Zhu