Anna Li Email & Phone Number

Vancouver, BC, CA

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

• TD Canada Trust is one of Canada's largest and most reputable banks. TD Canada Trust is known for its customer-centric approach, innovative banking solutions, excellent customer service, and commitment to community.
• Achieved individual pacing of 248% to plan by promoting and cross-selling banking products and services to meet and surpass individual and branch sales targets
• Cold-called and emailed leads to offer a direct and personalized approach with prospects, which allows for establishing a genuine connection to pique interest and arrange appointments for engagement
• Expanded client profiles by proactively reaching out to clients to identify opportunities to deepen customer relationships by assessing customer needs and recommending suitable banking solutions
• Proven track record in sales generation and business development with a 502% yearly quota by managing and upholding strong relationships with clients to improve their banking experience by understanding their financial.
• Engaged with customers to resolve financial queries and banking needs, including new accounts, service transactions, digital education, investment advice, and customer problem resolutions

Richmond, British Columbia, Canada

• Exceeded assigned goals with an individual pace of 523% year to date by identifying appropriate solutions to solve customer needs leading to the pacing for the TD Legends Award in the Pacific Region
• Consistently maintained a high individual Legendary Experience Indicator score of 94% year to date by delivering exceptional customer experience to all clients visiting the branch
• Processed day-to-day customer transactions including deposits, withdrawals, and bill payments as well as ensured the branch was balanced at the end of the day as the Secure Desk Operator

Vancouver, British Columbia, Canada

• Lululemon Athletica is a renowned Canadian athletic apparel retailer specializing in yoga and activewear. The company has gained international recognition for its high-quality, stylish, and functional athletic clothing.
• Assisted customers by educating and understanding customer needs to recommend guests on fabric properties, special features, benefits, and functions of products
• Completed financial transactions in store including payment and return of Lululemon products while resolving any customers’ concerns with quality promise issues

Vancouver, British Columbia, Canada

• JABC (Junior Achievement British Columbia) is a non-profit organization that offers youth programs focused on financial literacy, entrepreneurship, and work readiness.
• Planned, developed, and organized the company's functions and performance, ensuring the improvement of the company
• Active management of the company to optimize teamwork, driving the company to be recognized with the CIBC Company of the Year Award

Bachelor Of Arts - Ba

Minor