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, BC04.2022
Diploma - Hospitality Management
Vancouver Island University
Nanaimo, BC04.2017
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
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