Jiaxin Li Email & Phone Number

Canada

Toronto, Ontario, Canada

Markham, Ontario, Canada

• Paces above 300% over quarterly goals and maintains individual LEI above branch average for the past two quarters (Q3 & Q4 2021).
• Provides quality advice to customers based on their portfolios and needs by asking open-ended questions.
• Prepares opening/closing procedures to ensure work is balanced and identifies discrepancy.
• Processes personal and business clients' day-to-day banking operations accurately and efficiently.
• Effectively communicates with customers about account changes, new products or services, and potential upgrades.

Toronto

• Handled all customer relations issues.
• Created excellent customer database by referring customers to store royalty program and kept great relationship with customers.
• Trained new staff properly for their specific roles.
• Handled cash registers, managed records of daily inventory totals and checked balances.
• Led teams to increase overall sales by 18% compared with the previous year.
• Managed social media platform and worked with student unions to generate business.

Toronto, Canada Area

• Welcomed customers warmly and supported customer requests for banking services, including handling transactions and supporting customers who walked into the branch.
• Offered advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
• Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and addressed everyday banking plans and credit card needs.
• Contribute to meeting branch business results and the customer experience.

Toronto

Consulted customers and gave fashion advice to best fit the customers' needs Assisted in handling complicated and difficult customer issues Promote new products and services with professionalism Created and updated customer profile records