YUGUO (Jane) LU

- Proactively engage with clients to find the right solution to their financial needs, with the consistent delivery of exceptional client services and leading the branch with 4 promoters on the insider “NPS Survey”

- Maintains a calm demeanor and professionalism when facing high-volume client in-flow

- Excel in delivering information with frontline and Imperial Service Department, able to articulate inquires and address problems in a timely manner

- Demonstrated a great sense of curiosity in discovering client’s needs and identifying potential opportunities, succeeded in exceeding the target of managed money investment for the branch

- Well equipped with over 2-year extensive practice in client-centric environment, with a passion to learn new things, bring legendary experience and motivating coaching atmosphere for clients and team members, respectively

TD Bank Toronto, ON

● Actively engaged with clients from all walks of life, identifying sales opportunities,

resulting in a 200k business increase on a weekly basis

● Helped promote a welcoming environment for clients by remembering the name of over

20 regulars’ and their general transaction inquiries

● Adhered Strictly to the risks and compliances to ensure clients’ privacy are professionally

guarded, assets legally secured

● Was ranked first twice on the branch index of legendary customer experience by

maintaining a consistency in effectively addressing client’s needs

● Strictly executed daily opening, closing and vault check with cash over 300k. Succeeded in assisting and leading the team to pass all the audits

● Maintained up-to-date knowledge regarding product offerings, leverage the “make it

personal” model to integrate into conversations and deliver client-centric experience

● Acted as an interpreter to translate verbal communications regarding online document

applications from English to Mandarin to facilitate better integration for newcomers to Canada.

● Participated in a one-day city tour and assisted the settlement counsellor with ensuring the safety of a 20-people group

● Consistently demonstrated professionalism, trust , punctuality and accountability in offering impressive touring experience for clients