Summary
Overview
Work History
Education
Skills
Accomplishments
References
Community Service
Languages
Timeline
Generic

Carina Xu

Summary

Experienced Competitive Sales Service Representative with 4 years of experience in handling customer relationships and delivering solutions that align well with the diverse banking needs of clients. Skilled in adaptive communication, product education, and problem-solving. Seeking a full-time position that offers growth and professional challenges, leveraging strong interpersonal skills, time management, and a commitment to exceptional service.

Overview

7
7
years of professional experience

Work History

Cash Management Specialist

Canadian Western Bank
Richmond, BC
07.2024 - Current
  • Managed cash flow processes for multiple accounts efficiently.
  • Support onboarding and implementation of cash management services for commercial clients, including EFT, CAFT, GIC, wires, online banking, and day-to-day inquires.
  • Collaborate with Relationship Managers to customize solutions to client needs.
  • Monitored incoming payments from customers and applied them correctly to their accounts.
  • Ensure operational accuracy, regulatory compliance, and excellent client experience.
  • Collaborated with other departments to resolve issues that may impact the company's ability to access funds or make timely payments.

Sales & Service Representative

Canadian Western Bank
Richmond, BC
07.2022 - 07.2024
  • Providing exceptional customer service by assisting clients with their daily banking inquiries, account management, and financial needs.
  • Processing account transactions, including deposits, withdrawals, transfers, and bill payments, ensuring accuracy and efficiency.
  • Promoting and cross-selling various banking products, such as savings accounts, GICs, TFSA and RRSP plans.
  • Handling sales paperwork and payments with high degree of accuracy to minimize record keeping errors.
  • Educating clients on digital banking solutions and assisting with online and mobile banking setup.
  • Collaborating with team members to create a positive and productive work environment, promoting teamwork and shared goals.

Stylist Sales Associate

Oval Optical
Richmond
04.2021 - 07.2022
  • Demonstrated knowledge of lens options and benefits to clients.
  • Experienced in handling ticketing, arranging, and showcasing merchandise to boost sales.
  • Managed the placement and verification of orders on regular basis.
  • Handled phone inquiries and scheduled appointments.
  • Assessed insurance eligibility for clients when necessary.

Sales Associate

Blara Organic House
Vancouver, BC
05.2020 - 04.2021
  • Assisted customers in selecting merchandise, providing detailed information on product features, materials,technology, and functionality.
  • Proficiently handled customer sales transactions, including cash, credit, and debit payments, ensuring accuracy and customer satisfaction.
  • Help to support and create a team environment by respecting co-workers.
  • Adheres to company policy and procedures relating to inventory control.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.

Administrative Assistant

Grandtag Financial Inc.
Richmond
09.2018 - 03.2020
  • Followed and adhered to organizational systems that resulted in multiple routine yet critical activities to be identified and completed on time.
  • Managed incoming and outgoing mail, including sorting, distributing, and processing correspondence.
  • Processed insurance applications for brokers and clients.
  • Conducted financial data entries using Virtgate system.
  • Managed filing functions, which involved creating new files and organizing legal documents.

Education

Bachelor of Arts - Leadership & Management

Trinity Western University
Richmond, BC
04.2022

Diploma - Hospitality Management

Vancouver Island University
Nanaimo, BC
04.2017

Skills

  • Strong teamwork and collaboration experience
  • Strong customer service
  • Attention to details
  • Adept at working independently and in group settings
  • Money handling abilities
  • Adherence to customer data confidentiality
  • Regulatory compliance
  • Multitasking in fast-paced environments

Accomplishments

  • Highest Sales Performer at Oval Optical
  • Highest Sales Performer at Blara Organic House

References

Reference to be available upon request.

Community Service

United Way, Fundraising Campaign Volunteer, Engaged in the United Way fundraising campaign and played a key role in planning and execution of fundraising strategies and donor engagement techniques during the campaign.

Languages

  • English
  • Mandarin

Timeline

Cash Management Specialist

Canadian Western Bank
07.2024 - Current

Sales & Service Representative

Canadian Western Bank
07.2022 - 07.2024

Stylist Sales Associate

Oval Optical
04.2021 - 07.2022

Sales Associate

Blara Organic House
05.2020 - 04.2021

Administrative Assistant

Grandtag Financial Inc.
09.2018 - 03.2020

Bachelor of Arts - Leadership & Management

Trinity Western University

Diploma - Hospitality Management

Vancouver Island University
Carina Xu