SHANSHAN SONG
RICHMOND HILL,ON
Summary
Dynamic financial professional with a proven track record at TD Canada Trust, adept in investment planning and client education. Fluent in English and Mandarin, I excel in leveraging banking applications like DocuSign and Excel to exceed sales goals. Skilled in fostering substantial client relationships through personalized financial solutions, demonstrating exceptional analytical and interpersonal abilities.
Overview
8
8
years of professional experience
Work History
Personal Banker
TD Canada Trust
10.2023 - Current
- Provide expert guidance and recommendations to clients regarding their financial objectives
- Facilitate the achievement of clients; financial goals by offering tailored solutions and personalized advice
- Initiate proactive communication with clients via outbound calls to schedule appointments ensure effective engagement
- Employ active advisory techniques and conduct comprehensive financial health assessment to convert services into successful sales
- Leverage with other members to strengthen existing relationships by offering comprehensive planning support and formulating sales strategies that transform leads into more substantial relationships with client to achieve win-win goals
Financial Service Representative
CIBC
09.2022 - 09.2023
- Work with clients by offering personalized investment advice, leveraging internal tools and consolidating OFI assets to achieve financial goals
- Provide clients with credit planning, included mortgage, personal loans, secured and unsecured line of credit, and professional edge student program, etc.
- Leverage knowledge of cash management and wealth protection to provide information to clients
- Pipeline acquisition through key prospecting activities leveraging leads generation and phone outreach
- Take accountability for clients' issues, fulfill clients' needs and learn on others to find solutions
- Build a relationship with team members and improve team productivity and proactively uncovering business opportunities
Administrative Assistant
RE/MAX Garden City Explore Realty
06.2017 - 06.2019
- Complete paperwork for all real estate transactions in a timely manner
- Monitor deadlines and provide notices to appropriate parties when necessary
- Ensure each transaction complies with legalities and any tax withholdings are complete
- Schedule necessary appointments with all parties, including open houses and final walkthrough
- Produce all marketing materials including brochures, flyers, online marketing, social media posts, etc.
- Compile and distribute weekly/monthly reports and communicate key results to the rest of the team to ensure company goals are being met
- Deliver concierge-level customer service to sellers, buyers and lenders
Retail Sales
Vineland Imperial Cellars
04.2017 - 06.2019
- Assist in inventory management, ordering, and stocking of wines for retail sales
- Work in the sales department, and arrange activities for local and international tours
- Provide product and brand knowledge to customers
- Process the shipment and ensure all merchandise is represented on the floor in a full size run
- Meet and exceed sales goals
- Develop and implement regional retail sales plans to increase brand awareness
Education
Master of Arts - Organizational Leadership
Trinity Western University
Langley, None11-2022
Bachelor of Arts - Business Admin-International Commerce
Niagara College
Niagara-on-the-Lake, ON06-2016
Skills
- Completed IFIC Course (2022)
- Fluent in English and Mandarin
- Highly skilled in client education, investment planning, and analysis
- Enjoy working in a diverse environment, independent of team work
- Engage clients with purpose to find proper financial investment solutions
- Eager to learn and capable of thriving in a fast-paced environment
- Extensive experience and high proficiency in banking computer application skills, including DocuSign, Microsoft Word, PowerPoint, and Excel
Timeline
Personal Banker
TD Canada Trust
10.2023 - Current
Financial Service Representative
CIBC
09.2022 - 09.2023
Administrative Assistant
RE/MAX Garden City Explore Realty
06.2017 - 06.2019
Retail Sales
Vineland Imperial Cellars
04.2017 - 06.2019
Master of Arts - Organizational Leadership
Trinity Western University
Bachelor of Arts - Business Admin-International Commerce
Niagara College
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