Delia Fu
Summary
Experienced Personal Banker with three years of expertise in investment and lending services. Skilled in building strong client relationships, providing tailored financial advice, and driving business growth through strategic investment solutions and lending products. Passionate about helping clients achieve their financial goals while ensuring compliance and risk management standards are met.
Overview
4
4
years of professional experience
Work History
Personal Banker
TD Canada Trust
Markham, Ontario
03.2022 - Current
- Provide personalized financial advice to clients, analyzing their financial situations and recommending appropriate banking products to help them achieve their financial goals. Using effective investment products such as Mutual Funds and GICs with non-registered or registered accounts.
- Assist clients with RESL needs, ensuring optimal loan structures and risk management practices; review financial histories, available credit and current employment, etc.
- Collaborated with various departments and partners to improve communication and deliver individualized customer solutions.
- Build and maintain long-term customer relationships, fostering trust and customer satisfaction through attentive service, tailored solutions, effective communication and dynamic interpersonal skills.
- Stay up to date on industry trends, financial products, and regulatory changes to offer the best advice to clients.
- Recognized as Q4 Spotlight Winner (2024) for exceptional performance and contributions to team success.
Financial Services Representative
CIBC
Toronto, Ontario
11.2021 - 03.2022
- Helped clients open bank accounts, apply for loans and make sound financial decisions; Explained bank services, financial products and applicable fees to customers.
- Develop relationships with clients to go beyond initial needs and discover additional advice or referral opportunities to Financial Advisors and Financial Planners.
- Achieve over 300% sales goal by determining client’s potential financial needs through analyzing client’s financial portfolio
- Developed and maintained relationships with clients while generating sales opportunities for financial products by maintaining regular follow-up processes.
Customer Experience Associate
TD Canada Trust
Markham, Ontario
06.2021 - 11.2021
- Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics.
- Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary.
- Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
Education
Bachelor of Commerce (Honours) - Hospitality And Tourism Management
Ryerson University
Toronto, ON06.2021
Skills
- Portfolio analysis
- Financial strategy management
- Relationship Building
- Branch operations
- RESL application expertise
- Microsoft Office, Excel, Word, PowerPoint
Timeline
Personal Banker
TD Canada Trust
03.2022 - Current
Financial Services Representative
CIBC
11.2021 - 03.2022
Customer Experience Associate
TD Canada Trust
06.2021 - 11.2021
Bachelor of Commerce (Honours) - Hospitality And Tourism Management
Ryerson University
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