Lu Zhang
Pelham,ON
Summary
Detail-oriented and customer-focused financial professional with over 5 years of progressive experience in banking, customer service, and sales. Currently working at TD Bank as a Personal Banking Associate with a strong track record of supporting clients in financial services. Seeking to transition into a Mortgage Specialist Assistant role to support mortgage professionals, contribute to home financing solutions, and grow within the TD team.
Overview
16
16
years of professional experience
2
2
Languages
Work History
Personal Banking Associate
TD Canada Trust
03.2021 - Current
- Support clients with personal banking needs including accounts, investments, and credit products.
- Build strong client relationships through needs-based conversations and financial advice.
- Collaborate with mortgage specialists and financial advisors for cross-functional client support.
- Maintain in-depth knowledge of TD products, services, and compliance protocols.
- Recognized for providing exceptional customer service and consistently meeting sales targets.
Customer Experience Associate (Teller)
TD Canada Trust
09.2019 - 03.2021
- Handled daily transactions including deposits, withdrawals, and bill payments efficiently.
- Provided frontline support, educated customers about digital banking tools.
- Ensured all banking procedures followed compliance and security standards.
- Demonstrated TD values through a positive attitude and problem-solving approach.
Customer Service Associate & Tour Guide
Riverview Winery
01.2017 - 01.2019
- Led winery tours, shared knowledge about wine production and local history with guests.
- Delivered personalized wine tastings and upsold wine purchases.
- Ensured high levels of guest satisfaction through exceptional service and hospitality.
Assistant Manager / Server
Wind Japanese & Thai
01.2010 - 01.2017
- Began as part-time server while studying; promoted to assistant manager due to strong leadership and customer service skills.
- Trained and supervised staff, handled scheduling, inventory, and customer issue resolution.
- Developed ability to manage fast-paced environments with efficiency and professionalism.
Education
Diploma - Hospitality and Restaurant Management
Niagara College
Niagara-on-the-Lake, ON01.2014
Skills
- Familiarity with TD policies and procedures
- Excellent communication and interpersonal skills
- Proven ability to support sales processes and administrative functions
- Client-focused with high attention to detail and confidentiality
- Ability to prioritize tasks in a fast-paced environment
- Skilled in MS Office Suite, TD internal systems (S3, C3, ADMIN APP)
- Collaborated with Mortgage Specialists while in current Personal Banking Associate role
- Familiar with loan/line of credit documentation, pre-approval process, and client onboarding
- Highly organized - capable of managing appointments, submitting applications, and following up with clients
- Passionate about helping clients achieve their homeownership goals
- Committed to TD’s legendary customer service and brand standards
Timeline
Personal Banking Associate
TD Canada Trust
03.2021 - Current
Customer Experience Associate (Teller)
TD Canada Trust
09.2019 - 03.2021
Customer Service Associate & Tour Guide
Riverview Winery
01.2017 - 01.2019
Assistant Manager / Server
Wind Japanese & Thai
01.2010 - 01.2017
Diploma - Hospitality and Restaurant Management
Niagara College
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
ZACH BARBERZACH BARBER
Park Manual Worker at SHORT HILLS PROVINCIAL PARKPark Manual Worker at SHORT HILLS PROVINCIAL PARK
Lucas WangLucas Wang
Royal Canadian Air Cadets at Athma SurajRoyal Canadian Air Cadets at Athma Suraj