Xuan Cao

Experience

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  Agricultural Bank of China

  Dec 2020 - Feb 2021

  Associate Financial Advisor

  -Accomplished individual product sales of $CAN 160K in six weeks, offering personalised help, high customer satisfaction, and built strong relationships-Analyzed the applicability of products to client needs using databases-Worked with Branch Manager to establish and develop new and existing client connections.-Assisted financial advisors with daily routine such as calendar maintenance and correspondence preparation

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  启航国际教育 Vertex Global Education

  Nov 2021 - Sept 2022

  Sales Representative

  -Approached with students collect their feedbacks and make a referral for a qualified instructor-Set up online community groups with students promote courses-Evaluated courses to improve learning quality

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  TD

  Jun 2022 - Aug 2022

  Custom Experience associate

  -Process financial transactions -Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters.-Connect personally with customers -Assist the team by respecting coworkers

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  BMO

  Mar 2023 - now

  Customer Service Representative

  Supports operational activities following up on customer applications, filing, opening and closing service activitiesReviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities.Offers advice and guidance on available digital and self-serve options with the goal of making it easy banking.