Kathy Xu Email and Phone Number
Kathy Xu personal email
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Driven by a commitment to excellence, I bring a diverse skill set in client relations, sales, teamwork, and adaptability to every professional endeavor. Through competitive CrossFit training, I’ve learned that determination overcomes limits. This mindset drives my goal-setting and commitment to breaking down challenges into achievable steps.Balancing a 3.8 GPA with active involvement in school clubs, I honed my time management and prioritization skills early on, which now play a crucial role in my professional life. Working with RBC, I’m an experienced, client-focused banking professional managing thousands of financial transactions efficiently and securely. With expertise across CRM, administrative, and financial systems, I ensure smooth operations, consistently exceed sales targets, and deliver outstanding client experiences. My role requires balancing priorities, maintaining confidentiality, and supporting leadership in a fast-paced environment.In consulting, marketing research, and study abroad advisement roles, I’ve established myself as a quick learner and integral team member. Meeting a 6-month sales target within two months underscores my ability to adapt, communicate effectively, and consistently exceed expectations.Collaboration is a strength I bring to cross-functional teams, where I’m known as the “go-to” teammate. My clear communication skills foster harmony, ensure high customer satisfaction, and build trust with both clients and colleagues.My passion for global perspectives led me to exchange programs at institutions like Oxford and Tours University, and I’ve broadened my cultural insights through professional experiences in China. This international exposure has strengthened my open-mindedness, adaptability, and ability to connect with diverse audiences.As a well-rounded professional, I’m known for a self-driven approach, adaptability, strong teamwork, and communication skills. My eagerness to learn fuels my pursuit of new challenges, and I thrive in collaborative environments where I can contribute to innovative growth and excellence.Customer Experience | Sales| Digital Proficiency | Communication| Teamwork| Time Management Marketing Research| Digital Marketing | Social Media|Graphic DesignSelf-Starter| Dedicated | Art Enthusiasts | Athletic
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Client AdvisorRbc Feb 2024 - PresentVictoria, British Columbia, Canada-Process over thousands of transactions for personal and business clients for day-to-day banking activities, along with dealing with fraud investigation-Ensure secure management of confidential and sensitive materials while maintaining meticulous records-Proficient in using a wide variety of CRM, administrative, operational, and financial transaction systems to manage customer interactions, sales opportunities, and branch operations efficiently-Manage competing priorities across… Show more -Process over thousands of transactions for personal and business clients for day-to-day banking activities, along with dealing with fraud investigation-Ensure secure management of confidential and sensitive materials while maintaining meticulous records-Proficient in using a wide variety of CRM, administrative, operational, and financial transaction systems to manage customer interactions, sales opportunities, and branch operations efficiently-Manage competing priorities across different branch operation processes and customer services, playing a pivotal role in providing proactive support to senior leadership while maintaining seamless branch functionality.-Provide exceptional client service by identifying banking needs, offering solutions, and referring clients to appropriate partners via appointment booking, exceeding target NPS by and annual sales targets-Leverage digital tools and CRM systems to educate and assist a diverse clientele on digital banking solutions (mobile, tablet, computer, ATM), maintaining customer loyalty and exceeding sales targets -Proven ability to manage complex schedules, ensuring full coverage of customer service lines and adherence to operational standards Show less
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Study Abroad ConsultantAw Education International May 2023 - Jul 2023Shanghai, China-Implemented a comprehensive follow-up system, providing personalized counseling and support to over 30 students per month, averaging 170 calls per month, resulting in an 80% increase in customer satisfaction ratings.-Played a key role in the execution of nationwide marketing campaigns, surpassing quarterly sales targets by 140% and generating ¥2M sales contract in 2 months.-Proactively gathered and comprehended relevant student background information and needs, enabling personalized… Show more -Implemented a comprehensive follow-up system, providing personalized counseling and support to over 30 students per month, averaging 170 calls per month, resulting in an 80% increase in customer satisfaction ratings.-Played a key role in the execution of nationwide marketing campaigns, surpassing quarterly sales targets by 140% and generating ¥2M sales contract in 2 months.-Proactively gathered and comprehended relevant student background information and needs, enabling personalized abroad-study education plans, including target schools and major selections, extracurricular activities planning, English language studying, etc.-Successfully managed a diverse clientele, ranging from elementary students to undergraduate students, along with their parents, effectively meeting their specific needs and aspirations.-Collaborated seamlessly with nationwide branch offices, ensuring seamless coordination and delivery of exceptional services to valued customers. Show less -
Qualitative ResearcherAnxu Marketing Research 上海安旭市场调研服务有限公司 Feb 2023 - Apr 2023Shanghai, China-Utilized bilingual proficiency (Mandarin & English) to develop tailored quotation sheets, bilingual screeners, questionnaires, and discussion guides for 5 projects aligning them precisely with client requirements-Managed 4 on-site focus group interviews and meticulously compiled bilingual notes, contributing to comprehensive content analyses. This empowered subsequent team reports, assisting with clients' product decision-making-Supported the research director in creating final English… Show more -Utilized bilingual proficiency (Mandarin & English) to develop tailored quotation sheets, bilingual screeners, questionnaires, and discussion guides for 5 projects aligning them precisely with client requirements-Managed 4 on-site focus group interviews and meticulously compiled bilingual notes, contributing to comprehensive content analyses. This empowered subsequent team reports, assisting with clients' product decision-making-Supported the research director in creating final English PowerPoint presentations, synthesizing complex information into concise visuals to effectively communicate findings-Leveraged bilingual proficiency to foster seamless cross-functional collaboration among 3 departments Show less
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Head ResearcherCorvus Consulting Group (上海凯略万胜咨询公司） Jun 2021 - Dec 2021Shanghai, China-Strengthened client firms' market positioning through in-depth market research and competitor analysis, resulting in refined branding strategies that emphasized client firms' competitive advantage-Crafted, distributed, and analyzed large-scale online surveys up to 5,000 participants, creating comprehensive consumer profiles that provided invaluable insights into preferences and purchasing behaviors-Conducted one-on-one and focus group interviews to uncover psychological motivations… Show more -Strengthened client firms' market positioning through in-depth market research and competitor analysis, resulting in refined branding strategies that emphasized client firms' competitive advantage-Crafted, distributed, and analyzed large-scale online surveys up to 5,000 participants, creating comprehensive consumer profiles that provided invaluable insights into preferences and purchasing behaviors-Conducted one-on-one and focus group interviews to uncover psychological motivations driving product choices, enhancing understanding of consumer decision-making processes and guiding targeted strategies-Collaborated seamlessly with cross-functional teams to address branding challenges and execute successful product launches Show less
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Marketing InternJavelin Sports May 2019 - Aug 2021Toronto, Canada Area-Gained exposure to all functionality of a tech/mobile app startup business, including operations, HR, marketing and sales, PR, and software development experience -Enhanced adaptability by constantly taking various challenging initiatives and working on strategic cross-functional problems-Designed, tested, and implemented multiple marketing initiatives, exceeding target reach and app download rate - Assisted the CEO with long term strategies planning, short term app development… Show more -Gained exposure to all functionality of a tech/mobile app startup business, including operations, HR, marketing and sales, PR, and software development experience -Enhanced adaptability by constantly taking various challenging initiatives and working on strategic cross-functional problems-Designed, tested, and implemented multiple marketing initiatives, exceeding target reach and app download rate - Assisted the CEO with long term strategies planning, short term app development, and website design, improving user experience and positive app store reviews within budget-Coordinated with the director of marketing in app store optimization, social media content design, public relationship campaigns management, and online/offline promotion- Facilitated the re-branding process by establishing a branding style guideline, enhancing brand cohesiveness across all platforms-Improved teamwork, communication, and leadership skills through consistent collaboration with senior colleagues and mentorship of incoming high school interns Show less -
Marketing ExecutiveRotman Commerce Pride Alliance Apr 2020 - May 2021Canada-Manage a marketing committee with students from diverse backgrounds -Create and manage messaging style, sponsorship materials, and online contents accurate to our brand-Develop marketing design style guide to ensure consistency in online content across all website and social media platforms-Analyze website and social media platform performance to improve audience engagement-Collaborate with all directors driving student engagement and contributing to corporate sponsorship… Show more -Manage a marketing committee with students from diverse backgrounds -Create and manage messaging style, sponsorship materials, and online contents accurate to our brand-Develop marketing design style guide to ensure consistency in online content across all website and social media platforms-Analyze website and social media platform performance to improve audience engagement-Collaborate with all directors driving student engagement and contributing to corporate sponsorship management Show less -
Marketing Committee MemberRotman Commerce Pride Alliance Mar 2019 - Apr 2020- Collaboration with different functionality of the organization as a marketing committee member to design and create required promotional materials including event photography, digital poster design, social media content write-up- Contributed to produce contents such as Instagram Posts to support the students in the LGBTQ community and raised mental health awareness - Coordinated with the marketing committee in event promotion, online and offline student engagement, resulted in an… Show more - Collaboration with different functionality of the organization as a marketing committee member to design and create required promotional materials including event photography, digital poster design, social media content write-up- Contributed to produce contents such as Instagram Posts to support the students in the LGBTQ community and raised mental health awareness - Coordinated with the marketing committee in event promotion, online and offline student engagement, resulted in an increase in student interactions and event participation rate - Assisted the marketing committee in online platform management including Facebook, Instagram, and LinkedIn Show less
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Marketing ExecutiveUniversity Of Toronto Business Association May 2018 - May 2021- Executed online platform management including Facebook, Instagram and LinkedIn- Co-founded and managed a WeChat platform leveraging bilingual language skills and digital design knowledge- Assisted online promotion campaigns with the operation team, consistently reaching target sales of event tickets and exceeding predicted average event attendance rate - Held responsibility over social media content management, ensuring cohesiveness and accuracy in messaging style, and executed… Show more - Executed online platform management including Facebook, Instagram and LinkedIn- Co-founded and managed a WeChat platform leveraging bilingual language skills and digital design knowledge- Assisted online promotion campaigns with the operation team, consistently reaching target sales of event tickets and exceeding predicted average event attendance rate - Held responsibility over social media content management, ensuring cohesiveness and accuracy in messaging style, and executed event photography - Collaborated with the Industrial Relationship teams in event planning and increasing affiliation with professionals/organization from finance industries, expanding the capacity to hold more on-campus networking events Show less -
Marketing Communications ExecutiveDeca Utsg Sep 2018 - Jul 2019Promoted DECA UTSG events and membership registration through online platforms (Facebook, Instagram). Tracked marketing progress via online surveys. -
Woodsworth E-MentorWoodsworth College Students' Association Jun 2018 - Sep 2018Toronto, Ontario, Canada-Mentored and enhanced transition experience of 15 incoming international students through crafting weekly email newsletter -Managed content and message style of the newsletters -
Social Media CoordinatorWoodsworth College Students' Association Oct 2017 - May 2018Toronto, Ontario, CanadaCurate Facebook content to engage and inform Woodsworth College students at the University ofToronto
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Vice President Of Communication For Uuniversity Of Toronto (St.George) BranchRegenesis Oct 2017 - May 2018Toronto, Ontario, Canada• Executed and planned events for a new club promoting sustainability• Quadrupled Facebook Page views, tripled Facebook page engagements, doubled followers and likes on social -
Marketing ConsultantSelf-Heal Herbal Center Aug 2017 - Dec 2017Victoria, British Columbia, Canada• Initiated a consulting/marketing project to devise strategies to increase sales, resulting in creative product promotional plans that increased sales by 25%• Carried out in-depth market research by conducting customer interviews and surveys, achieving 95% customer response rate while providing new insight into shopping habits and preferences
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Marketing InternshipMy Gym Jul 2017 - Aug 2017Shanghai, ChinaCollaborated with the marketing director to advertise daily summer camp activities and manage social medias, increasing student participation by 50% over two months -
Student Ambassador For Setagaya Gakuen Summer Language ProgramGlenlyon Norfolk School Jul 2017 - Aug 2017Victoria, British Columbia, Canada• Supervised groups of 20 Japanese students during in-class academic activities, strengthening theirconnections with domestic students and the local community• Led groups of 5 students as a tour guide, improving their understanding and appreciation of Canadian culture
Kathy Xu Skills
Kathy Xu Education Details
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Gpa: 3.8 -
Finance -
French Language And Literature
Frequently Asked Questions about Kathy Xu
What company does Kathy Xu work for?
Kathy Xu works for Rbc
What is Kathy Xu's role at the current company?
Kathy Xu's current role is Administrative| Sales ▸ Customer Experience| Marketing ▸ Marketing Research ▸ Digital Marketing▸ Social Media Management▸Website Development▸SEO Strategy| CrossFit Athlete| Adaptability ▸ Always learning.
What is Kathy Xu's email address?
Kathy Xu's email address is ka****@****ail.com
What schools did Kathy Xu attend?
Kathy Xu attended University Of Toronto, University Of Oxford, Université De Tours.
What skills is Kathy Xu known for?
Kathy Xu has skills like Teamwork, Marketing, Leadership, Social Media, Digital Photography, Adobe Photoshop, Public Speaking, Piano Performance, Graphic Design, Visual Arts, Facebook, Communication.
Who are Kathy Xu's colleagues?
Kathy Xu's colleagues are Matthew Iannantuono, George Que, Simranjit Sandhu, Elise Walton, Marie-Noelle Dupont, Emily Dyer, Pierre Atallah.
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