Ruth Li
Toronto,ON
Summary
Seasoned professional with a proven track record at Tangerine Investments, adept in customer needs determination and ensuring satisfaction. Excelled in relationship building and financial document preparation, significantly enhancing client retention and satisfaction. Skilled in leading teams towards achieving and surpassing sales and service targets, demonstrating a strong team-oriented mindset and financial acumen.
Overview
20
20
years of professional experience
Work History
Client Advocacy Agent
Tangerine Investments
Toronto, Ontario
12.2022 - Current
- Achieved "Best of the Best" Award for Tangerine 2022
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Achieved 2nd Highest Deposits for Fiscal 2021, 2022, 2023 and 2024
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Investment Funds Advisor
Tangerine Investments
Toronto, Ontario
12.2021 - 12.2022
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Assisted clients with paperwork related to opening new accounts or transferring assets from one account to another.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Client Relations Specialist - Outbound Taskforce
Tangerine Bank
Toronto, Ontario
05.2018 - 12.2021
- Provided exemplary levels of service to customers to extend relationships for future business opportunities by keeping relationships with 50 or more high-net-worth clients.
- Managed a portfolio of accounts, consistently meeting or exceeding retention and growth targets, and monthly deposit targets of $5M or more.
- Supported sales team members to drive growth and development by developing and presenting training material for a new recruit training class.
- Broke the record for top deposit sales dollars of $20M in October 2018 and then $30M in May 2020, which were never-before achievements.
Client Service Specialist
Tangerine Bank
Toronto, Ontario
05.2016 - 05.2018
- Proficiency in working in a fast-paced environment.
- Executed a sales competition for the end of the quarter of 2018, which motivated teammates to increase their total amount of sales.
- Achieved 'Most Deposits above $1M' and 'Most Tax-Free Savings Accounts Opened' in a month.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
Director of Marketing
Organizational Development Alliance U of T
Toronto, Ontario
09.2006 - 06.2007
- Provided guidance to junior team members by setting expectations, providing feedback on work quality .
- Managed annual marketing budget, ensuring optimal allocation of resources for maximum impact.
- Oversaw the creation of marketing collateral, including brochures, presentations, and digital content, to support sales efforts.
- Interviewed and hired talented individuals to add value to marketing team.
Director of Marketing
Commerce Formal 2005 U of T
Toronto, Ontario
09.2004 - 06.2005
- Managed a team of marketing professionals in the implementation of campaigns, advertising, promotions, and public relations activities.
- Collaborated with other departments to coordinate strategic marketing activities.
- Managed annual marketing budget, ensuring optimal allocation of resources for maximum impact.
- Supervised creation of marketing materials and collateral.
- Oversaw the development and management of the Group's website, ensuring it serves as an effective digital marketing tool.
Education
Certificate - Financial Topics
3-Year PAD/CERTS
Toronto12-2022
IFIC - Investments
Investment Funds in Canada
Toronto12-2018
Bachelor of Commerce - Commerce And Finance
University of Toronto
Toronto, ON07-2014
Skills
- Lead prospecting
- Customer needs determination
- Ensuring customer satisfaction
- Customer complaint resolution
- Team-oriented mindset
- Financial document preparation
- Recordkeeping proficiency
- Relationship building
Accomplishments
- Most Valuable Teammember - Organizational Development Alliance 2007
- Highest EFT-in Dollars in one Month October 2018 of $20M and May 2020 of $30M
- Won Raptors Tickets as reward for "Top Performer 2019"
- Won Best of the Best Tangerine 2022
Affiliations
- Avid Crafter working with mixed Media such as paper crafts, scrap-booking and resin casting
- Keep Social Media Account for my cat which has 1K+ followers
- Volunteered for Trent University Active Minds 2009 and was able to attend 2 of their conferences, one in New Jersey and the other in Washington D.C.
- Part of Marketing team for Beyond Business U of T 2006, student group holding events for various charities, one of the charities was "Cuts for Cancer"
Timeline
Client Advocacy Agent
Tangerine Investments
12.2022 - Current
Investment Funds Advisor
Tangerine Investments
12.2021 - 12.2022
Client Relations Specialist - Outbound Taskforce
Tangerine Bank
05.2018 - 12.2021
Client Service Specialist
Tangerine Bank
05.2016 - 05.2018
Director of Marketing
Organizational Development Alliance U of T
09.2006 - 06.2007
Director of Marketing
Commerce Formal 2005 U of T
09.2004 - 06.2005
Certificate - Financial Topics
3-Year PAD/CERTS
IFIC - Investments
Investment Funds in Canada
Bachelor of Commerce - Commerce And Finance
University of Toronto
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