Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Olivia Lu

Halifax,NS

Summary

To obtain a responsible position within an established organization that values loyalty and hard work. Willing to take advantage of training that will enhance my value to the employer.

Overview

2
2
years of professional experience

Work History

Financial Services Representative

East Coast Credit Union
06.2023 - Current
  • Assists the advisory team in preparing for client meetings, including scheduling appointments
  • Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner
  • Maintains and organizes client database and client files
  • Ensures transactions and tasks are appropriately assigned to team members and completed
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
  • Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements
  • Maintains the confidentiality of client and Bank information
  • Completes complex & diverse tasks within given rules/limits
  • Analyzes issues and determines next steps; escalates as required
  • Broader work or accountabilities may be assigned as needed.

Guest Service Agent

The Sutton Place Hotel
Halifax
04.2022 - Current
  • Assist payments, manage direct bills and set up master accounts for groups
  • Use knowledge to identify opportunities for a upsell and anticipate guests’ needs
  • With experience and success in upselling and customer service positions
  • Maintained a 90% score on the customers' satisfaction index
  • Process all monetary transactions, including credit card, deposits, transfers, and direct billing
  • Ensure all the data are accurate, and takes appropriate steps to correct any mistakes
  • Promote a personal or a group sale to guests with sale team
  • Strong communication skills with the ability to multitask and manage competing priorities, initiatives and an ability to provide structure in ambiguous scenarios
  • Deliver quality customer experiences and recommendations
  • Listen and solve guests' concerns by operating in following operational risk policies, procedures, standards and guidelines.

Education

Completed the food safe certificate of achievement -

02.2024

Hospitality and Tourism Management -

Cape Breton University
12.2022

Completed the English for Academic Preparation (EAP) program at the International centre for EAP
12.2018

Skills

  • Customer Service
  • Communication
  • Leadership
  • Teamwork
  • Reliable
  • Punctual
  • Adaptability
  • Professional

References

Daniel Francois, Instructor, Hospitality and Tourism Management, Organizational Management, daniel_francois@cbu.ca

Timeline

Financial Services Representative

East Coast Credit Union
06.2023 - Current

Guest Service Agent

The Sutton Place Hotel
04.2022 - Current

Completed the food safe certificate of achievement -

Hospitality and Tourism Management -

Cape Breton University

Completed the English for Academic Preparation (EAP) program at the International centre for EAP

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Olivia Lu