Sisi Wu
Toronto ,ON
Summary
Highly organized and motivated individual with a Bachelor of Commerce Honors Degree and outstanding performance in retail banking, marketing and project management. Looking to expand career and take on new challenges in the financial industry.
Overview
14
14
years of professional experience
Work History
Bank of Montreal
09.2021 - Current
- Maternity Leave and personal leave
Personal Banker
Bank of Montreal
01.2015 - 08.2021
- Provide comprehensive and integrated financial solutions for clients
- Help clients with short and long-term financial planning to achieve investment goals
- Help clients with their lending needs by advising them on different types of loans, mortgages, choosing the best option and seeing through the deals
- Collaborate with local immigration agencies and various educational institutions to support students, new immigrants with their banking, lending, and investments needs
- Work closely with BMO partners to identify opportunities to further grow customer relationship
- Implement new and alternate ways of banking to enhance customer experience and to maintain loyalty
- Assist leaders with audit, compliance and other branch operations
- Implement KYC and other risk management strategies to enhance work effectiveness and to minimize negative impact
- Monitor and review performance, address issues, recommend changes and improve efficiency
Marketing Manager
Canadian International Education Service Center
09.2013 - 12.2014
- Plan and organize seminars and trade-shows to promote company and services
- Develop, coordinates and executes marketing campaigns
- Collaborations with local enterprises to advertise and boost publicity
- Publish and supervise marketing content on company website and different social medias
- Support and maintain relationships with internal and external stakeholders
- Manage monthly newsletter with commutation team to post new changes and policies as well as analysis on latest data and market trend
- Coordinate with sales team to produce effective strategies
- Breaks down strategic problems, provide insights and recommendations
Project Manager
Canadian International Education Service Center
09.2011 - 08.2013
- Facilitate provincial and federal immigration programs and implement immigration related policies and procedures
- Design most suitable immigration process and carryout strategies tailored for candidates
- Liaising with government, educational institutions, banks, and different business
- Analyze the impact and effectiveness of program throughout periodic reviews, advise and recommend changes accordingly
- Regulatory compliance to ensure business is in line with government regulations and industry regulations
- Support the execution of strategic initiatives in collaboration with internal/external stakeholders
- Work with group leaders to implement programs and frameworks, provide advise and feedback
Education
Bachelor of Commerce Honours - Marketing
University of Manitoba
Skills
- Extraordinary performance in retail banking
- Client relationship building and management
- In-depth experience in personal banking, lending, investment and business banking
- Regulatory compliance experience in policy and procedures
- Experience in retail banking branch operations and audit including AML and KYC
- Marketing and project management experience in multinational firm
- Strong team player with enthusiasm and excellent communication skills
- Great analytical skill at identifying risks and challenges
- Strong problem solving skill at assessing factors and finding effective solutions
- Fast learner, highly adaptable to change, work well under fast-paced environment
- Multitasking and excellent organizational skills
Languages
English
Chinese (Mandarin)
Timeline
Bank of Montreal
09.2021 - Current
Personal Banker
Bank of Montreal
01.2015 - 08.2021
Marketing Manager
Canadian International Education Service Center
09.2013 - 12.2014
Project Manager
Canadian International Education Service Center
09.2011 - 08.2013
Bachelor of Commerce Honours - Marketing
University of Manitoba
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