Lisa Tu

Experience

• 

  China Welfare Institute

  Mar 2009 - Jul 2012

  Administrative Coordinator

  Liaised and coordinated with members of Executive Committee of China Welfare Institute Guided employee actions by updating administrative policies, procedures, methods, and guidelinesDeveloped new services and methods, set priorities, resolved problem situationsAssisted in the training of new customer service representatives and associatesPerformed market research surveys on customer needs and requirements Associated with events planning and execution of the company

• 

  Gap Inc.

  Nov 2012 - Aug 2014

  Utilized available Gap Brand resources, including GapCard and store promotions and training, to create sales and build customer relationshipsSet the example by role modeling selling culture to provide outstanding customer service. Demonstrated peer coaching and facilitate training for new Sales Associates. Introduced the new products presentation to improve customer shopping experienceCompleted floor replenishment and shipment as needed to ensure customer satisfaction Communicated current product features and benefits to customersHelped resolve issues for customers confidently and proactivelyMaintained store expectations to improve customer shopping experienceAccomplished floor replenishment and transport as needed to guarantee client satisfactionDiscerned the Brand and goods from competitors with genuine associations with customers

  • Sales Associate

    Oct 2013 - Aug 2014

  • Customer service/Sales Associate

    Nov 2012 - Sept 2013
• 

  TD

  May 2014 - now

  Meet with clients to discuss financial goals, investment timelines and risk tolerance. Recommend financial services and products to meet client needs. Including insurance policies, credit cards, checking accounts, loans, mutual funds and stocks. Monitor the markets and economy and evaluate how changes in finances can affect taxes and client situations. Create a legendary custumer experience and contribute to the ongoing improvement of the overall branch customer experience.Engage customer in coversation to understand and meet their financial needs by proactivelu provide them advice and appropriate products and services.Contribute to the achievement of branch business objectives by exceeding sales and referral goals.Assisting with the branch opening and closing prosedures on a rotating basis Provide support to more than 30 different branches in north GTA area in CSR positionEnsure necessary due diligence to support the accuracy of all customer transactions Comply with Bank and industry codes of conduct and with securities laws and regulations

  • Account Manager Small Business

    Sept 2023 - now

  • Senior Personal Banker

    Oct 2021 - Sept 2023

  • Financial Advisor

    Jun 2019 - Oct 2021

  • Financial Service Representative

    Oct 2016 - Oct 2021

  • Customer Service Representative

    Jul 2015 - Oct 2016

  • Customer Service Representative

    May 2014 - Jun 2015