Leyla Dai
Calgary,AB
Overview
9
9
years of professional experience
Work History
Financial Advisor
Industrial And Commercial Bank Of China
06.2014 - 04.2020
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Teller
Industrial And Commercial Bank Of China
07.2011 - 08.2014
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
Bachelor of Arts - English
Hunan Engineering College
China06.2011
Skills
- Customer-centric professional with over 8 years of experience working in in Sales/Marketing/Business Development
- Team player known for clearly articulating product value , forging strong customer relationship, rallying and aligning people across diverse cultures, and consistently delivering exceptional business results
- Strong ability in interpersonal skills and rapport building
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Financial Advisor
Industrial And Commercial Bank Of China
06.2014 - 04.2020
Teller
Industrial And Commercial Bank Of China
07.2011 - 08.2014
Bachelor of Arts - English
Hunan Engineering College
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