Allen Wu
Edmonton,Alberta
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
7
7
years of professional experience
Work History
Financial Advisor Associate
Servus Credit Union
Sherwood Park, Alberta
09.2023 - Current
- Followed up with members regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Advised members on tax planning strategies, retirement planning, estate planning, college savings plans, and other wealth management topics.
- Managed member expectations, and resolved any concerns or issues promptly.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Assisted colleagues with tasks as needed during peak times of activity.
Member Service Representative
Servus Credit Union
Edmonton, Alberta
07.2022 - 09.2023
- Identified fraudulent activity or suspicious behavior immediately reported it to Fraud.
- Received and counted daily inventories of cash, drafts and checks.
- Resolved problems or discrepancies concerning member's accounts.
- Promoted facility security by monitoring memberr behaviors and following established protocols to protect individuals and assets.
- Explained the features of various banking products available to customers.
- Explained account information to customers in detail as needed.
Store Manager
GONGCHA BUBBLE TEA
Edmonton, Alberta
06.2018 - 06.2022
- Updated POS system with new products and promotional offers.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Established customer service standards and monitored staff compliance.
- Developed strategies to maximize sales and profitability.
- Organized promotional events to increase product awareness.
- Prepared monthly reports on sales figures, expenses, profits.
Education
Diploma - Finance
Northern Alberta Institute of Technology
Edmonton, None06-2018
Skills
- Verbal and written communication
- Financial goal setting
- Problem-solving
- Customer relations
- Organizational skills
- Problem resolution
Languages
MADARIN
Native/ Bilingual
CANTONESE
Native/ Bilingual
Timeline
Financial Advisor Associate
Servus Credit Union
09.2023 - Current
Member Service Representative
Servus Credit Union
07.2022 - 09.2023
Store Manager
GONGCHA BUBBLE TEA
06.2018 - 06.2022
Diploma - Finance
Northern Alberta Institute of Technology
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