Yuan Yuan Bi
Senior Commercial Account Manager @TD
Signup · Get unlimited contacts
WORK HISTORY
Senior Commercial Account Manager @TD
Montreal, QC, CA
Client Relationship Management: Foster and maintain strong, enduring relationships with commercial clients, serving as their primary point of contact for banking needs.• Financial Analysis: Apply financial expertise to assess client creditworthiness, evaluate risk, and make informed lending decisions.• Sales and Business Development: Identify growth opportunities, cross-selling banking services, and generate new business. Efficiently manage and expand the commercial account portfolio, ensuring client needs are met and exceeded.• Portfolio Management: Efficiently manage and expand the commercial account portfolio, ensuring client needs are met and exceeded.• Problem-Solving: Effectively address client inquiries, issues, and concerns, providing timely and practical solutions.• Team Collaboration: Work closely with internal teams, such as credit and operations, to deliver comprehensive client service.
EDUCATION
University of Lille 3
Bachelor
University of Artois
Master II
University of Artois
Master I
SKILLS
ABOUT YUAN YUAN BI
With over 10 years of experience in the Canadian banking industry, I am a seasoned Senior Commercial Account Manager at TD, where I provide comprehensive financial solutions, risk management, and exceptional client service to a diverse portfolio of commercial customers. My core competencies include financial analysis, sales and business development, portfolio management, and problem-solving. I have a proven track record of exceeding sales targets, consistently delivering strategic financial advice, and effectively mitigating risks. I am passionate about helping my clients achieve their financial goals and grow their businesses, while maintaining a keen focus on risk management in the dynamic and challenging financial landscape.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.