Weilun Fu
Burnaby
Summary
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Bank
05.2023 - Current
- Opening bank account for customer, offering expert guidance on credit products such as credit cards, lines of credit, or personal loans
- Successfully meeting monthly, quarterly, and annual sales targets, I surpassed my annual goal by an impressive 157% in the previous year.
- Ensure ongoing customer satisfaction by conducting follow-ups, actively seeking feedback on TD services, and providing personalized financial suggestions aligned with their individual financial goals and situations.
Client Advisor
RBC Royal Bank
07.2022 - 05.2023
- Actively help the client's immediate needs and find the best-fit solution for the client
- Listening and helping client with their complains and escalate the issue if the needed
- Finding potential opportunities from the client and deepening the client relationship, show client sympathy and provide them excellent customer services
- Actively introducing digital tools to the client, especially for the elder generation.
Education
Bachelor of Science - Economics
University of Victoria
Victoria, BC04.2022
Skills
- Goal-oriented
- Loan processing
- Effective communication
- Customer service excellence
- Investment advising
- Relationship building
Certification
Investment Fund in Canada (IFIC), 01/2023
Languages
Chinese (Mandarin)
English
Timeline
Personal Banking Associate
TD Bank
05.2023 - Current
Client Advisor
RBC Royal Bank
07.2022 - 05.2023
Bachelor of Science - Economics
University of Victoria
Similar Profiles
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Ashley WidermanAshley Widerman
Team Manager II at TD Auto Finance, TD Bank NATeam Manager II at TD Auto Finance, TD Bank NA
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)