Xiaolei Gu
Markham,ON
Summary
Well-trained Banking Advisor from November 2022 to March 2023 with Investment Funds in Canada (IFC) certificate. Welcoming Client Advisor with 3-year background working in Royal Bank of Canada. Adept at selling products and services directly to customers and tackling basic bank transactions. Specialties include business transactions and international money transfer.
Highly motivated Client/Banking Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Skilled agent experienced in identifying the needs of the client and working to find a solution promptly and professionally.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank of Canada
11.2022 - 03.2023
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Advised customers on financial investment options and capital expenditures.
- Modified, opened and closed customer accounts.
- Worked with customers to procure updated financial information on continuous basis.
- Improved branch sales performance by selling various banking products and services.
Client Advisor, Business Services
Royal Bank of Canada
11.2020 - 11.2022
- Contacted prospective customers to present information and explain available services.
- Resolved issues for banking customers and provided operational support.
- Provided information to customers and clients on account status' and balances.
- Streamlined internal processes for improved efficiency in managing client accounts and delivering services.
- Responded promptly to customer needs and requests for service.
Client Advisor
Royal Bank of Canada
07.2019 - 11.2020
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Contacted prospective customers to present information and explain available services.
- Kept confidential client information properly protected and only used for official purposes.
- Maintained customer and client databases and updated databases periodically.
- Resolved issues for banking customers and provided operational support.
- Provided information to customers and clients on account status' and balances.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
- Identified and pursued new business opportunities, contributing to growth of client base.
Sales Agent (part-time)
OPAY INC.
06.2018 - 01.2019
- Developed strong relationships with clients through excellent customer service and regular followups.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Evaluated and identified opportunities to drive process improvements, positively impacting customer experience.
- Explained features and advantages of products or services to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Removed barriers to drive end-to-end resolution of servicing and billing.
- Worked with clients to develop short- and long-term career strategies.
- Enhanced product knowledge through continuous training and professional development opportunities.
Education
Bachelor of Arts - Economics
Laurentian University
Greater Sudbury, ON06.2019
Diploma - Hospitality And Resorts Management
Georgian College
Barrie, ON06.2016
Skills
- Advising on Investments
- Mutual Funds Understanding
- Increasing Savings
- Planning for Retirement
- Service-Oriented
- Customer Service
- Employee Training Oversight
- Banking Software Proficiency
- Proactive and Focused
Additional Information
- International Student Ambassador of Laurentian University
- Vice-President of Laurentian University Chinese Student and Scholar Association
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Certification
- Certified Mutual Fund Representative
Timeline
Banking Advisor
Royal Bank of Canada
11.2022 - 03.2023
Client Advisor, Business Services
Royal Bank of Canada
11.2020 - 11.2022
Client Advisor
Royal Bank of Canada
07.2019 - 11.2020
Sales Agent (part-time)
OPAY INC.
06.2018 - 01.2019
Bachelor of Arts - Economics
Laurentian University
Diploma - Hospitality And Resorts Management
Georgian College
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