Savannah Jieyi Huang
32 Forest Manor Road,Toronto, ON
Summary
Highly competent, detailed-oriented, 5+ years in banking, with strong ability in investment advice, retirement planing, real estate lending and business banking. Driven to exceed expectations, strong worth ethic, adaptability and exceptional interpersonal skills with proven success.
A professional certified in financial service advisory looking for a career advancement opportunity that will make best use of my existing skills and experience, at the same time enhance my personal and professional development.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Account Manager Small Business
TD Business Banking
12.2023 - Current
- Build strong relationship with small business owner and medical professionals, help with expanding business by providing customized banking and lending needs
- Maintain the market portfolio, collaborate and leverage the internal and external partners to provide holistic advice to support business clients
- Analyzed business accounts credit status and financial statement, evaluating assets and risk to determine loan feasibility
Senior Personal Banker / Personal Banker
TD Canada Trust
Toronto, ON
02.2021 - 11.2023
- Building strong rapport with new and existing clients to better serve financial needs and promote branch loyalty. Pacing the metro region in sale for Q1 2023
- Collaborate with wealth management partners and commerical banking partner to assist customers with 1 millions plus assets, assist TD private wealth generate more than 11 million in 2022
- Specialized in high net worth client and complex applications personal real estate lending, generating more than 10 million in mortgage loan in 2022
Personal Banking Associate
TD Canada Trust
Toronto, ON
02.2020 - 01.2021
- Assisted clients with credit product applications, such as credit cards, line of credit, and personal loans
- Educated clients with digital banking to further enhance their banking experience in a time efficient manner.
- Achieved individual scorecard 100% YTD and Quarterly Spotlight nomination
Customer Experience Coordinator/Associate
TD Canada Trust
Richmond Hill, ON
12.2018 - 01.2020
- Completed banking transactions for banking clients, such as preparing checks, money orders, and wire, while delivering legendary customers experience.
- Collaborated with advice team, promoted high customer satisfaction to maintain branch operation efficiency.
Education
Event Planning Program -
George Brown College
01.2014
Business Management Program -
Beijing Foreign Affairs University of Economy
01.2010
Skills
- Client Acquisition and Retention
- Regulatory Compliance
- Wealth Management
- Real Estate Lending
- Financial profile review
- Mutual Fund Advisory
- Fluently in Mandarin and Cantonese
Certification
- CSC Canadian Security Course Certified - 06/2022
- CFSA Certificate In Financial Service Advice - 05/5-21
- FP I Financial Planning I - 10/2020
- IFIC Investment Fund in Canada - 10/2021
Timeline
Account Manager Small Business
TD Business Banking
12.2023 - Current
Senior Personal Banker / Personal Banker
TD Canada Trust
02.2021 - 11.2023
Personal Banking Associate
TD Canada Trust
02.2020 - 01.2021
Customer Experience Coordinator/Associate
TD Canada Trust
12.2018 - 01.2020
Event Planning Program -
George Brown College
Business Management Program -
Beijing Foreign Affairs University of Economy
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