Leo Li Email & Phone Number

Toronto, Canada Area

Ontario

- Identifys and understanding clients’ needs and then completes transactions in an accurate and efficiency manner- Maintains superior and courteous service to promote products and builds up a long-term relationship with clients- Enhances clients’ banking experience by guiding them to use BMO’s online banking platform and cellphone application- Collaborates with other BMO departments in order to deliver the most suitable solutions for clients inquires based on their situations- Records and updates the branch information and transaction activities into a computer information system software to improve the branch’s daily operation

Toronto, Canada

- Worked closely with clients and managers in acquiring the requirement of campaign, then assessed constraints, assumptions, dependencies, and future implementation plan- Set up Google Analytics and Google AdWords Account to get the most updated information of our campaigns- Gathered all the basics from multiple data sources including websites, agencies and social media then conduct customer group segmentation based on the requirements- Analyzed trend and environment through the data which provided by the Google Analytics- Launched keywords campaigns based on the key performance indicators- Monitored campaigns on a daily basis, analyzed marketing campaign effectiveness, identified real-time opportunities and communicated the best practice for future campaign- Arranged weekly meeting with other managers to report the progress of campaigns - Prepared per/post-campaign analysis report through MS Excel and VBA

Ontario, Canada

- Worked with cross-functional teams to define business requirements- Performed analyses using data from multiple sources to identify issues and trends in support of the company’s operation- Assisted senior managers in the development of budget and cost reports, providing recommendations and insights using various presentation methods- Identified and reconciled errors in client data to ensure the accurate business requirement- Managed data and statistical information through the creation of automated operational reports related to key performance indicators and operational benchmarks- Facilitated weekly meetings with managers to status of the project update