Xue Ting Bai

XUE TING BAI Richmond, BC- RESUME OBJECTIVE An organized and creative professional with proven interpersonal skills and strong performance in marketing as well as new business development. Possess 3+ years of experience working in multicultural organizations and with a diverse group of clients. WORK EXPERIENCE Financial Service Representative Canadian Imperial Bank of Commerce - Richmond, BC October 2017 to January 2019 • Consult with clients to review financial situation and create investment strategies to achieve their long term goals. • Exceed weekly sales goals for financial products by 50% on average. • Generated sales with a total of $11 millions in fixed-term deposit and mutual fund • Continuously build individual client base. • Utilize multiple social media to promote new leads. • Utilize solid market and financial data to reinforce recommendations. • Develop financial performance reports detailing successful plan outcomes. • Assist team to generate business through cross selling and effective marketing. • Coordinate with managers to analyze calls and prepare sales strategies. Customer Service Representative Canadian Imperial Bank of Commerce - Richmond, BC November 2016 to October 2017 • Received Award of Excellence Nov 2016 - Feb 2017, March - June 2017 • Received Quarterly Achiever Award May - July 2017 in recognition of the achievement as a top performer. • Balance teller machines numbers at the end of the day, often totaling more than $300,000. • Process 150+ customer transactions per day with extreme attention to detail. Customer Service Representative Kiehl's Since 1851 August 2016 to November 2016 • Completed Kiehls Traditional training examination within two months (usually takes more than five months to achieve). • Conduct personalized customer consultation and able to achieve an average of $1000 daily personal selling target. • Generate daily marketing content to post on digital media. EDUCATION Bachelor's Degree in Arts Interdisciplinary Studies, Major in Economics Minor in Psychology & Sociology University of British Columbia September 2012 to May 2016 SKILLS • • • • • • • • Client Management (3 years) Problem Resolution (3 years) Planning and Coordination (3 years) Communication (3 years) Sales Strategy Familarity (3 years) Banking and Financial Background (2 years) Social Media (2 years) Marketing Strategy (1 year) CERTIFICATIONS AND LICENSES Investment Funds in Canada (IFC) September 2017 Canadian Securities Institutes