Fiona Lu Email & Phone Number

London, On, Ca

Toronto, Ontario, Canada

London, Ontario, Canada

-Provide in depth advice to clients regards new mortgage and home equity lending. -Offer clients customized investment advices for long term saving plan. -Help clients with their day to day banking needs and promote digitalization. -Build new connection with clients through proactive calling and personal network and maintain long term relationship with both new and existing clients.

London On

-Nominated as RBC Year 2019 Quarter 2 “Rookie of the Quarter”-Provide tailored financial advice to clients, including investment, loans, home equity financing. -Form amazing partnership with Investment Retirement Planner, Financial Planner, Mortgage Specialist, and Small Business Advisor to provide clients the best banking services in every single element, and to provide referral opportunities to the bank. -Build and maintain long term relationship with clients; always make sure the follow up appointments are fulfilled to ensure the clients needs are fully met.

London, Ontario, Canada

-Proactively engage with clients and deliver an outstanding and professional financial service experience. -Identify opportunities for financial investment advices, solutions, digital enablement and investment partner referrals. -Contribute to 60% of the team volume results by referring clients to the appropriate financial advisor, mortgage specialist and investment planner. -Achieved over $1,500,000 sales volume quarterly as a first year new employee

London, Ontario, Canada

- Provided client with product selection knowledge and delivered professional customer experience. -Proactively reached out to client about the store newly promotions and activities. -Successfully organized and run the Family Day event, and signed up nearly 100 new clients to become part of the Softmoc family. -Contributed 13% and 9% increase to sales and client experience respectively. -Recognized as the employee of the quarter in the year end.

China

-Researched company's projects to identify and classify ideal focus groups to created a recruitment strategy and best practices guide -Planned and organized the marketing research -Gathered insights, synthesized and summarized the key insights to the report; and presented to the company's board of directors

London, Canada Area

-Handled telephone and in person inquiries in a professional manner -Kept accurate and confidential student academic records, assisting counselors in monitoring performance -Performed office admin functions, such as organizing and photocopying essential documents and delivering mail

China

-Proactively engage with clients and provide valuable service experience -Solved customers' concerns and disputes with agility in a professional manner-Offered customers necessary suggestions in selecting the best suited plan to build an amazing service experience -Served customers in an efficient manner demonstrating a friendly, enthusiastic and professional service experience -Developed customer loyalty with returning customers due to great service provided

Master'S Degree, International Business

Master'S Degree, International Business

Exchange term in the Netherlands

Bachelor Of Management And Organizational Studies Degree, Honor In Accounting