Lillian Truong

Lillian truong

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  • Timeline

  • About me

    Product Group Change Manager, Canadian Personal Banking

  • Education

    • British columbia institute of technology / bcit

      2008 - 2010
      Fundraising management associate certificate with honours fundraising
    • The university of british columbia

      2001 - 2005
      Bachelor of arts (b.a.) geography and psychology
  • Experience

    • The body shop

      Nov 2004 - Dec 2005
      Team leader

      • Set sales targets for store and ensured it was achieved • Assist shop management in employee coaching of sales techniques• Supervise and delegate work through team members to ensure completion of tasks• Maintain an open communication between team members and shop management

    • Td

      Oct 2005 - now

      • Support cross business teams in Pacific and Prairie Regions through communication of environmental initiatives and programs including employee engagement, community events and corporate environmental programs• Manage TD FEF regional activities including engaging external environmental groups, managing TD FEF grants, supporting and recruiting members for the TD FEF Executive Advisory Boards, promoting national programs and driving the annual donor campaign in regions• Plan and execute annual TD FEF Community Partner Reception for two regions and strategically utilize the event to engage external organizations in order to promote TD FEF• Identify opportunities to engage other TD business lines in programs such as TD Tree Days, TD Common Ground events, conferences, meetings, cheque presentations and agency visits Show less • Enthusiastically promote TD's culture and encourage employee engagement and participation in various TD community events • Facilitate various service, management, sales and advice workshops for retail employees in Pacific Region• Provide an extremely positive employee onboarding experience to all new hires in Pacific Region through consistent and comfortable training• Created and successfully executed a new Certified Service Program in Pacific Region to ensure new-to-bank Customer Service Representatives successfully pass their probation period with the proper training and support by different partners in the organization• Work closely with Pacific Region's Recruitment team by participating in career fairs and networking events to source new talent for TD• Subject matter expert for Learning & Development enquiries for employees from all businesses Show less • Ensure the highest level of customer service delivery from staff through extensive coaching and training• Manage the teller line schedule to ensure both customer volumes and recommended FTE goals are met• Respond to customer inquiries and launch investigations to solve customer issues in a timely and professional manner• Involved with a wide aspect of internal operations• Screen resumes and conduct interviews with potential applicants• Hire Customer Service Representatives and organize training schedule Show less • Liaise with clients and responsible for maintaining the highest client satisfaction levels• Organize and delegate business processes surrounding client intake and ensure proper workflow execution• Coordinate schedules between management and financial service officers• Ability to adapt to changing situations and needs of clients; quick learner of financial operations• Responsible for communicating and maintaining numerous branch campaigns• As the Customer Experience Leader of the branch, responsibilities also include planning and organizing initiatives to improve customer experience Show less

      • Change Manager, Canadian Personal Banking

        Nov 2024 - now
      • Manager, Content Delivery, MMS & Broker Enablement and Support

        Nov 2021 - Oct 2024
      • Pacific & Central Canada Regional Manager, Training and Development, Real Estate Secured Lending

        May 2019 - Oct 2021
      • Assistant Branch Manager

        Nov 2015 - May 2019
      • Pacific and Prairie Regional Manager, TD Friends of the Environment Foundation

        Jul 2016 - Aug 2018
      • Financial Advisor

        Jan 2013 - Nov 2015
      • Facilitator

        Nov 2009 - Jan 2013
      • Manager of Customer Service

        Oct 2007 - Nov 2009
      • Customer Relations Coordinator

        May 2006 - Oct 2007
      • Customer Service Representative

        Oct 2005 - Jun 2006
    • United way of the lower mainland

      Aug 2018 - Dec 2018
      Campaign associate

      • Work in collaboration with United Way Campaign Managers to implement successful fundraising strategies, as well as maintain and steward ongoing relationships with campaign portfolios • Support workplace volunteers in planning, executing and evaluation of their employee workplace campaigns, including assistance in organizing multiple events• Deliver speeches, presentations, and orientation sessions to workplace employee groups to promote United Way’s programs and mission• Steward and manage relationships with various organizations to encourage ongoing campaign participation Show less

  • Licenses & Certifications

    • Investment funds in canada with honours

      Canadian securities institute
      Nov 2012
  • Volunteer Experience

    • Chapter Coordinator

      Issued by TD Friends of the Environment Foundation on Mar 2010
      TD Friends of the Environment FoundationAssociated with Lillian Truong
    • Volunteer

      Issued by Canadian Cancer Society on May 2007
      Canadian Cancer SocietyAssociated with Lillian Truong
    • Volunteer

      Issued by TD Canada Trust International Jazz Festival on Jun 2006
      TD Canada Trust International Jazz FestivalAssociated with Lillian Truong