Yuting Chen Email & Phone Number

Toronto, Ontario, Canada

• Used different tools to help clients with their investment goals, like GIC and mutual funds, after assessing the financial situations and risk tolerance• Helped clients with their borrowing needs using appropriate vehicles, like personal loans and line of credit, and addressed questions regarding to their mortgage • Assisted small business clients with onboarding, like account opening, credit cards and related service to help them better operate and manage their business

Toronto, Ontario, Canada

• Helped customers with personal financial needs and went beyond their needs by offering additional personalized advice based on their financial situations, getting spotlight winner in Q3 2022• Proactively approached to high-valued customers, and worked together with Financial Planner, getting 200% OneTD in Q3 2023• Supported frontline staff with transactions and addressed customers’ questions as well as concerns patiently and effectively, delivering excellent customer service… Show more • Helped customers with personal financial needs and went beyond their needs by offering additional personalized advice based on their financial situations, getting spotlight winner in Q3 2022• Proactively approached to high-valued customers, and worked together with Financial Planner, getting 200% OneTD in Q3 2023• Supported frontline staff with transactions and addressed customers’ questions as well as concerns patiently and effectively, delivering excellent customer service experience, getting LEI comments displayed on the district board Show less

Toronto, Ontario, Canada

• Processed financial transactions correctly and effectively and maintained professional space in the branch, contributing LEI calls in the team• Understood and discovered customers’ needs by asking questions, educated and promoted a range of banking products or guided clients to appropriate staff, fulfilling their financial needs and exceeding individual sales goal every quarter • Greeted and engaged every customer in comfortable and informational conversations, establishing and… Show more • Processed financial transactions correctly and effectively and maintained professional space in the branch, contributing LEI calls in the team• Understood and discovered customers’ needs by asking questions, educated and promoted a range of banking products or guided clients to appropriate staff, fulfilling their financial needs and exceeding individual sales goal every quarter • Greeted and engaged every customer in comfortable and informational conversations, establishing and building relationships with regular customers, enhancing customer experience Show less