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
• 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.

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.
• Greeted and engaged every customer in comfortable and informational conversations, establishing and… Show more
• Greeted and engaged every customer in comfortable and informational conversations, establishing and building relationships with regular customers, enhancing customer experience Show less