Candice W. Lou
Flushing
Summary
Cash Management Implementation specialist with over 15 years of sales, branch management, and bank operations experience managing and building productive client relationships resulted in business development.
Undertakes projects with strong emphasis on decision-making, implementation, execution and consistently deliver exceptional results.
Overview
21
21
years of professional experience
Work History
Client Implementation Manager
Sumitomo Mitsui Banking Corp
01.2022 - Current
- Implement SMBC's core cash products: ACH, Wire, Controlled Disbursement, Lockbox and Remote Deposit Capture, Integrated Payables, and Integrated Receivables.
- Completed 100+ Cash management core product implementations covering all AP/AR services annually. Expedite time to market and maintained a high level of customer service.
- Provide outstanding post implementation support averaging 1000+ inquiry and maintenance requests.
- Provide comprehensive system training for all SMBC core cash products upon completion of implementation.
Client Service Associate II
TD Wealth
01.2019 - 04.2021
- Efficiently manages and promptly responds to all inquiries/requests for information independently or directs to the appropriate person/area
- Coordinates information flow among internal departments, clients and others as necessary
- Completes assigned administrative/client service tasks within policy and operating procedures
- Adherence to the statutory regulatory and compliance requirement ensuring the timely filing and submission of required documents
- Worked cross-functionally to assist in the launch of several sales team initiatives and programs
Fianancial Sales Representative
TD Bank
01.2016 - 01.2019
- Developed and maintained business & personal relationships with clients by adhering to the values, business strategies, and risk management practices
- Propose insurance and investment policies appropriate to the applicants needs and ability to pay
- Maintain in force the existing insurance and investment products of clients.
Personal Banker
Citibank
03.2014 - 03.2015
- Conducts discussions with prospects to understand background and identify needs
- Take ownership of the client experience and resolve service issues as appropriate through follow-up
- Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets.
Teller /Store Supervisor
TD Bank
04.2004 - 02.2014
- Exceed goals given by Branch Manager.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Managed, developed and trained staff, established and monitored goals and conducted performance reviews for staff.
Education
Economics
Rutgers University
New Jersey2012
Skills
- Client Relations
- Implementation
- Critical Thinking
- Problem Solving
- Training & Development
- Committed High Achiever
- Effective cross-functional Communicator
- Results Oriented Professional
Timeline
Client Implementation Manager
Sumitomo Mitsui Banking Corp
01.2022 - Current
Client Service Associate II
TD Wealth
01.2019 - 04.2021
Fianancial Sales Representative
TD Bank
01.2016 - 01.2019
Personal Banker
Citibank
03.2014 - 03.2015
Teller /Store Supervisor
TD Bank
04.2004 - 02.2014
Economics
Rutgers University
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