Amberui Hou
Personal Banking Associate @TD
Signup · Get unlimited contacts
WORK HISTORY
Personal Banking Associate @TD
Toronto, ON, CA
Establish and maintain impactful relationships with clients by actively listening and responding to their personal and financial needs.Guide customers to appropriate specialists for tailored solutions involving new accounts, investments, and complex banking queries.Engage in daily advice conversations, support service transactions, and ensure smooth digital onboarding for customers using mobile, ATM, and online banking. Maintain a high standard of service in a confidential and regulated environment, exercising sound judgment and attention to detail.Assist frontline staff with cash and non-cash transactions, enhancing workflow and minimizing line up.
EDUCATION
Vancouver Island University
Bachelor of Business Administration - BBA, Finance, General
University of Toronto
Master's degree, Higher Education/Higher Education Administration
ABOUT AMBERUI HOU
TD Personal Banking Associate | IFC Certified: Uoft OISE Med-Higher Education | VIU BBA-Finance🤝 Strong background in retail banking and client relationship management. Passionate about helping clients achieve financial confidence by delivering personalized advice and tailored banking solutions Proficient in personal banking products including banking accts, credit cards, mutual funds, GICs, and lines of credit, etc🧾 Experienced in opening new accounts, supporting investment planning, and resolving complex financial inquiries Technically skilled in Microsoft Office Suite (Word, Excel, Outlook, Teams), with advanced knowledge of Excel tools (PivotTables, VBA, VLOOKUP) and Python programming for data analysis Bilingual in English and Mandarin, able to connect with a diverse range of clients and team members
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.