David So
Personal Banker @TD
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WORK HISTORY
Personal Banker @TD
Markham, ON, CA
Advising customers of high-level financial solutions from a range of available investment and credit banking solutions· Providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy· Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization· Strive to achieve and improve service level agreements and productivity targets· Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently.
EDUCATION
The Chinese University of Hong Kong
Master of Science - MS, E-Commerce
Seneca Polytechnic
Graduate Certificate, Computer Programming
The Hong Kong University of Science and Technology
Bachelor of Engineering (BEng), Mechanical Engineering
SKILLS
ABOUT DAVID SO
Results-oriented Product Manager at Bank of China (Canada) with a robust background in…
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