Danny Lu Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Brantford, Ontario, Canada

• With all duties that were performed in Banking advisor role• Comply with bank policy and procedure to underwrite, restructure credit application with delegated lending authorities.• Assist small business owners in finding the most cost-effective packages and fulfill their credit needs as well as the most suitable payment solution.• Engage with business partners and utilize all resources across our platforms to provide small business owners with one-stop shop solution. Understand the nature of their business.

Brantford, Ontario, Canada

Responsible for helping Canadian with their day-to-day banking needs, include credit and investment. • Listen, collect information, analyze and recommend suitable solution to clients. NPS is 85%. • Within the first year in RBC, already acquired over 2 million of new assets from other financial institutions.• Consistent recognition from my leaders, colleagues, and clients. Received Quarterly Performance Award.• Contribution to our region is 1.5-4 times greater than my peers in the same level of position.• Perform credit risk assessment and enhance due diligent on every personal credit application. • Tailor to client’s specific needs with the lowest cost of borrowing • Deep understanding in financial planning process. Proactively engage with business partners on a daily basis.• Assist team member in acquiring and consolidate existing and new-to-RBC clients and assets.

St.George, On

• Proactively generate new fine leads for our company.• Connect us to notable Fortune 500 companies in HVACR industry.• Maintain fine relationship with existing customers and increase their sales by 30-200% annually.• Actively interact with customer and achieve 100% satisfaction rate.

St. George, Ontario, Canada

• Keep track of all customers opened and blankets orders, commit to and achieve 95% of on-time delivery.• Conduct and analyze monthly/ annual transportation costs and reduce the cost by 5%.• Consistently handle and on top of all shipments in different forms (LCL, FCL, LTL, FTL and parcels) in an accurate and efficient manner. Handle 25-50 shipments weekly.

Master Of Management, Logistics And Supply Chain Management, Gpa: 3.0

Bachelor Of Management, Logistic Management