LIXIN CAO
Toronto,ON
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
7
7
years of professional experience
Work History
Personal Banker Associate
Bank of Montreal
01.2024 - Current
- Provided personalized financial advice and solutions to clients to meet their banking needs and achieve their financial goals
- Managed client portfolios, including accounts, loans, and investments, ensuring accuracy and compliance with regulatory requirements
- Built and maintained strong client relationships through effective communication and proactive service, resulting in high customer satisfaction and retention
- Conducted financial assessments and reviews to identify opportunities for clients to optimize their banking products and services.
Customer Service Representative
Bank of Montreal
03.2022 - 01.2024
- Provide exceptional customer service, addressing inquiries and resolving issues
- Process financial transactions accurately and efficiently
- Promote and cross-sell bank products to meet customer needs
- Stay updated on banking products, policies, and procedures.
Administrative Assistant
Legend Circle Education
01.2021 - 12.2021
- Participated in basic client services, collected client information, and supported documentation
- Reviewed and maintained client documentation with precision
- Processed electronically uploaded data, ensuring accuracy.
Bartender, Cashier and Scheduler
Real Fruit Bubble Tea Inc.
01.2018 - 01.2020
- Delivered high-quality customer service and maintained store organization
- Demonstrated leadership as a trainer for new employees
- Scheduled employees to maximize profits and benefit the restaurant
- Set daily sales targets for 11 stores, ensuring reasonable labor costs.
Transfer Agent (Co-op)
The Investment Administration Solution Inc.
01.2019 - 05.2019
- Assisted in the unitization of funds and maintained accounts
- Processed investor trades and prepared reports.
- Contributed to a positive work environment through effective communication, teamwork, and proactive problem-solving initiatives.
- Collaborated with team members to develop new strategies for improving operational efficiency within the department.
- Facilitated audits successfully by preparing necessary documentation and providing prompt responses to auditor inquiries.
- Increased productivity levels by identifying areas for improvement within the workflow process and implementing necessary changes.
Education
Postgraduate Certificate in International Business Management Program -
George Brown College
08.2020
Advanced Diploma in Business Administration-Finance -
George Brown College
12.2019
Skills
- Banking Procedures
- Compliance Awareness
- Financial knowledge
- Microsoft Office
- Transaction Processing
- Teamwork and Collaboration
- Interpersonal Skills
- Statement Reconciliation
- Attention to Detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
Languages
Spanish
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Personal Banker Associate
Bank of Montreal
01.2024 - Current
Customer Service Representative
Bank of Montreal
03.2022 - 01.2024
Administrative Assistant
Legend Circle Education
01.2021 - 12.2021
Transfer Agent (Co-op)
The Investment Administration Solution Inc.
01.2019 - 05.2019
Bartender, Cashier and Scheduler
Real Fruit Bubble Tea Inc.
01.2018 - 01.2020
Postgraduate Certificate in International Business Management Program -
George Brown College
Advanced Diploma in Business Administration-Finance -
George Brown College
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