PH LEE
1801 6888 Station Hill Drive,
Burnaby BC (604) 288-7688 ext. 222 [email protected]
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OBJECTIVE
Pursuing an
opportunity to excel in a corporate office which requires strong management and
supervisory experiences
h
PROFESSIONAL
EXPERIENCE
Financial Service
Officer Financial
Services
TD Bank Financial Group, Retail
Banking, Vancouver, Canada Aug 2000 to present
Refer over $2.1 million to
the bank individual accounts and financial portfolios
- Supervise a team of new financial
service representatives with training and guidance
- Design and create spreadsheet that
helps track all insurance sales and fixed rate financial products
- Establish administrative schedules
which ensure efficiency of bank office operations
- Maintain and upgrade databases and
MS applications that help support our system processes
- Liaison on departmental level with
branch offices in other regions
- Provide assistance to auditors in
performing annual audit procedure for the bank
Customer Service
Officer Banking
Canada Trust, Retail Banking,
Vancouver, Canada Sep
1998 to Aug 2000
Reviewed and processed
mortgage lending, mutual fund transactions, personal and business accounts
setup
- Tracked and update changes on
retailing banking policy and process
- Coordinated and handled fundraising
as well as various promotional events
h
ACCOMPLISHMENTS/AWARDS
Spring Money Out
Campaign Owner, 2002
RSP Campaign Owner, 2001
Award of Excellence
Winner, District, 2002
Award of Excellence
Winner, Region/District 2001
United Way Canvasser,
1999
h
EDUCATION
Simon Fraser
University, Vancouver, Canada
BS degree – Economics
1998
Certified General
Accountant, Completed Level 3, 2001
Personal Financial
Planner Course, Canadian Securities Institution, 2001
h
COMPUTER
SKILLS
Excel s
Access s
Word s
PowerPoint s
Visual Basic s
Lotus 123 s
Simply Accounting s
QuickBooks s
h
SPECIAL
SKILLS
Languages –
fluent in speaking, reading, writing and typing Chinese
