Joseph Lu
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Joseph Lu Email & Phone Number

Personal Banking Associate at TD
Location: Burnaby, British Columbia, Canada 13 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
TD
Role
Personal Banking Associate
Location
Burnaby, British Columbia, Canada
Company size

Who is Joseph Lu? Overview

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Quick answer

Joseph Lu is listed as Personal Banking Associate at TD, a company with 1 employees, based in Burnaby, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Joseph Lu.

Joseph Lu previously worked as Consultant at Axis Consulting and Customer Experience Associate at Td. Joseph Lu holds Bachelor Of Business Administration With Honours - Bba from Beedie School Of Business At Simon Fraser University.

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Email format at TD

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TD

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Profile bio

About Joseph Lu

I am a fifth-year BBA student at Simon Fraser University's Beedie School of Business, concentrating in Finance, Management Information Systems and completing a certificate in Business Analytics Decision Making (BADM)

Listed skills include Event Planning, Volunteering, Research, Problem Solving, and 5 others.

Current workplace

Joseph Lu's current company

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TD
Td
Personal Banking Associate
Burnaby, BC, CA
Employees
1
AeroLeads page
13 roles

Joseph Lu work experience

A career timeline built from the work history available for this profile.

Personal Banking Associate

Td

Burnaby, BC, CA

Consultant

Current

Burnaby, British Columbia, Canada

Sep 2024 - Present

Customer Experience Associate

Current
Td

Vancouver, British Columbia, Canada

  • Processed customer transactions accurately and efficiently while providing a ‘legendary’ customer experience by ensuring quick and efficient service, receiving a 100% customer service rating.
  • Resolved customer complaints and issues by actively listening to their concerns and proposing effective solutions that both meet customer needs and adhere to bank policies.
  • Consistently exceeded sales goals by proactively engaging customers in conversations about TD products and services… Show more
  • Consistently exceeded sales goals by proactively engaging customers in conversations about TD products and services, identifying needs, and offering financial solutions, resulting in a 168% year-to-date sales.
Jun 2022 - Present

Internal Auditor - Membership Subcommittee

Toronto, Ontario, Canada

  • Developed and executed quarterly audits, coordinating with relevant stakeholders to gather necessary information and documentation for audit activities.
  • Assessed the effectiveness of internal controls and identified areas of risk or non-compliance, providing recommendations for improvement and implementing corrective actions.
  • Reviewed membership policies and records for completeness, accuracy, and compliance with membership standards, ensuring that all members meet the necessary… Show more
  • Reviewed membership policies and records for completeness, accuracy, and compliance with membership standards, ensuring that all members meet the necessary criteria. Show less
Jan 2023 - Feb 2024

Local Committee President

Burnaby, British Columbia, Canada

  • Developed and executed the organization's strategic plan, aligning it with AIESEC's mission, vision, and values, and ensuring its implementation across all levels of the organization.
  • Provided guidance and support to teams, fostering collaboration, knowledge sharing, and best practices to drive consistent quality and impact across the organization.
  • Represented AIESEC at national conferences, forums, and events, establishing and nurturing relationships with external stakeholders… Show more
  • Represented AIESEC at national conferences, forums, and events, establishing and nurturing relationships with external stakeholders, including corporate partners, universities, and government entities.
  • Advocated for the organization's values and goals, promoting AIESEC's impact and relevance in areas such as youth leadership development, cultural exchange, and sustainable development. Show less
Jan 2023 - Dec 2023

Vice President Of Talent Management

Burnaby, British Columbia, Canada

  • Lead a team of six coordinators in the creation of internal leadership development programs through planning workshops and member engagement activities
  • Implemented an attitude-focused recruitment cycle establishing a strong club culture, diversifying skills sets, and establishing a strong talent pipeline
  • Enforced performance management initiatives adhering to AIESEC national guidelines through monthly 1:1’s and anonymous surveys
Jan 2022 - Dec 2022

Corporate Relations Specialist

Burnaby, British Columbia, Canada

  • Increased program awareness through promotional emails, cold calls, and LinkedIn messages with potential partners; maintaining a quota of ten contacts per week
  • Cultivated a positive relationship with external businesses by arranging sales meetings and quarterly newsletters
Sep 2021 - Dec 2021

Events Coordinator

Burnaby, British Columbia, Canada

May 2021 - Aug 2021

Vice President Of Operations And Strategy

Burnaby, British Columbia, Canada

Jul 2022 - Jun 2023

Director Of Events

Burnaby, British Columbia, Canada

Jul 2021 - Jul 2022

Mentor

Burnaby, British Columbia, Canada

  • Conducted regular one-on-one mentoring sessions, offering advice on course selection, study strategies, time management, and career exploration.
  • Facilitated group workshops and seminars on topics such as networking, resume building, interview preparation, and business etiquette.
  • Monitored students' progress and provided constructive feedback to help them improve their academic performance and achieve their goals.
Sep 2022 - Mar 2023

Barista

Burnaby, British Columbia, Canada

  • Demonstrated knowledge of coffee origins, brewing methods, and flavour profiles to educate customers on beverage offerings and provide personalized recommendations.
  • Collaborated with team members to ensure timely preparation and delivery of customer orders during busy periods, utilizing effective communication and multitasking skills to keep up with high demand.
  • Trained new baristas on café operations, including beverage preparation, customer service, and cash handling procedures… Show more
  • Trained new baristas on café operations, including beverage preparation, customer service, and cash handling procedures, resulting in a cohesive and well-trained team. Show less
Aug 2021 - Sep 2022

External Relations Coordinator

Burnaby, British Columbia, Canada

  • Developed and maintained positive relationships with external partners, including community organizations and small businesses, resulting in increased event visibility and successful collaborations.
  • Liaised with industry professionals on their keynote and panellist duties by communicating event logistics, providing seamless integration into the event program.
  • Coordinated and executed successful outreach campaigns, securing over $1000 in monetary and in-kind donations from companies.
Oct 2021 - Mar 2022
2 education records

Joseph Lu education

FAQ

Frequently asked questions about Joseph Lu

Quick answers generated from the profile data available on this page.

What company does Joseph Lu work for?

Joseph Lu works for TD.

What is Joseph Lu's role at TD?

Joseph Lu is listed as Personal Banking Associate at TD.

Where is Joseph Lu based?

Joseph Lu is based in Burnaby, British Columbia, Canada while working with TD.

What companies has Joseph Lu worked for?

Joseph Lu has worked for Td, Axis Consulting, Aiesec Canada, Enactus Sfu, and Sfu Business Administration Student Society.

How can I contact Joseph Lu?

You can use AeroLeads to view verified contact signals for Joseph Lu at TD, including work email, phone, and LinkedIn data when available.

What schools did Joseph Lu attend?

Joseph Lu holds Bachelor Of Business Administration With Honours - Bba from Beedie School Of Business At Simon Fraser University.

What skills is Joseph Lu known for?

Joseph Lu is listed with skills including Event Planning, Volunteering, Research, Problem Solving, Communication, Team Leadership, Customer Service, and Analytical Reasoning.

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