Life Insurance Customer
Resume:
Liujin Li
********@*******.***
*** **** ******, ******, **, Canada, N5W 2X2
SKILLS
Completed CFA level one exam
Proficient in the usage of Microsoft Office Word, Excel, Access and PowerPoint
Solid understanding of financial mathematics, life insurance, and statistics
Experienced in building application with Python
Capable of multitasking efficiently, positive and motivated spirit in difficult situations
Excellent time management, analytical and quantitative skills
Strong ability to work both individually and cooperatively, with good leadership skill
Proven customer services, communication and relationship building skills
EDUCATION
Bachelor of Mathematics, Mathematics/Business Administration, University of Waterloo, ON, Canada,
September 2009 – December 2013
Relevant Assignment: CAM Business Report Writing, BUS481, Business Policy
Analysed a business case and provided “best” strategy for the business to implement
Applied theories and models such as Porter’s Five Forces, PEST, Balanced Scored Card to assess
the strategy linkage with environment, organization, resources and management preferences
Complete marginal reports with detail appendix with models/theories applied for submission
PROFESSIONAL EXPERIENCE
Teller, People’s Bank of China, Shanxi, China Jan – Apr 2010
Processed customer deposits, withdraws, transfers and payments
Balanced cash in the drawers at the end of shift and reconciled transactions using bank’s system
Greeted and served customer in a professional and friendly manner
Answered customer’s questions regarding to various issues including account types, transactions
and directed customers to financial representatives when appropriate
Financial Representative, People’s Bank of China, Shanxi, China Jan – Apr 2012
Open new accounts for both existing and new customers
Validated client’s personal and financial information and ensured all documentation is completed
with the Chinese regulatory policy and bank’s procedures
Initiated phone calls to discuss customers’ financial needs and booked appointments for meetings
Demonstrated strong code of ethics and excellent relationship building skills
AWARDS, ACTIVTIES & INTERESTS
Mathematics International Students Entrance Scholarship, University of Waterloo, 2009-2010
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