Yuxuan Vanessa Liu
Burnaby,BC
Summary
Dynamic Financial Service Associate with a proven track record at CIBC, excelling in client engagement and cash management. Recognized for achieving 112% of business performance targets, I leverage strong problem-solving skills and a cooperative attitude to enhance customer experiences and drive team success. Passionate about delivering exceptional service and fostering client relationships.
Overview
4
4
years of professional experience
Work History
Financial Service Associate (FSA)
Canadian Imperial Bank of Commerce (CIBC)
Vancouver
06.2023 - 03.2025
- Client engagement: Put clients first
- Engage with purpose to find the right solutions with my heart and mind
- Go the extra mile, because it’s the right thing to do
- Care about clients and respect different perspectives
- Passionate and patient with a client
- Connect with clients through respect and authenticity
- Based on the client's needs, the sales target for myself: Leverage knowledge of cash managements (credit card selling, account opening, overdraft protection, insurance selling, UPLC, leads and opportunity acting)
- Investment and wealth protection to answer questions
- Partner with your financial advisor to help clients meet their financial goals
- Problem-solving: Listening, Asking questions, and put yourself in the client’s shoes (Know your client)
- Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions
- Organizational skills: Prepare client files, Booking appointments, Maintaining schedules
- Help team success by improving team productivity and proactively uncovering business opportunities
- Accomplishments: Q4 moment maker nominated on 2024
- Q1 moment maker nominated on 2025
- Got many excellent feedback from clients
- Full mark random feedbacks from clients
- (NPS)
- Achieved business performance at 112.0% on 2024
- Helped Financial Advisors to achieve their revenue goal
- Find potential opportunities
- Cash management (Account, credit card, UPLC, insurance, COPS) achieved for over the target (100%)
- Call client to get new money in FAs’ portfolio over $1mm
- Find mortgage transfer in over $600,000.00 for FA
- Got 4 reference letters this time from CGM (Community General Manager) MAS (FSA's manager) and my two FAs
Customer Service Representative (CSR)
Canadian Imperial Bank of Commerce (CIBC)
Vancouver
10.2020 - 05.2023
- Assisting with standard transactions, including: normal deposit and withdraw
- Loan payments
- Cashing cheque
- Bill payments
- Managing safety deposit box (SDB) payments and entrance
- Unusual transaction report (deposit $20,000.00 cash, ask for source of cash and report)
- Global transfer
- Client engagement: Make interactions with clients important by focusing on the client’s experiences
- Connect customers with the appropriate CIBC team members who can assist them in achieving their objectives
- Issue-solving: Listening, asking questions, and standing in the position of the client
- Solving issue on the basis of policy compliance
Education
GDBA Program -
Simon Fraser University
Vancouver12.2022
Bachelor of Art - Business of Individual Studying
Fairleigh Dickinson University-Vancouver Campus
Vancouver05.2020
Skills
- Time management
- Workflow management
- Organizational skills
- Staff education and training
- Positive learner
- Mature
- Thoughtful
- Honest
- Stress management
- Cooperative attitude
- Independent collaboration
- Team collaboration
- Customer relationship management
- Excellent customer service
- Sales strategy
- Cash management
- Problem solving
- Product knowledge
- Patience
- Tolerance
- Complaint handling
- Conflict resolution
Languages
- English, fluent
- Mandarin, native
Timeline
Financial Service Associate (FSA)
Canadian Imperial Bank of Commerce (CIBC)
06.2023 - 03.2025
Customer Service Representative (CSR)
Canadian Imperial Bank of Commerce (CIBC)
10.2020 - 05.2023
GDBA Program -
Simon Fraser University
Bachelor of Art - Business of Individual Studying
Fairleigh Dickinson University-Vancouver Campus
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