Lydia Y. Zhou
Private Banking Officer at BMO Wealth Management - Canada- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
BMO Wealth Management - Canada
-
Banking
-
700 & Above Employee
-
Private Banking Officer
-
Jul 2023 - Present
-
-
-
HSBC
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
commercial banking officer
-
Feb 2022 - Sep 2022
-
-
Associate, Operations, Risk, and Administration
-
Dec 2019 - Feb 2022
As an Associate, Lydia advised external clients to deliver exceptional customer services that exceeded expectations by proactively listening to clients to understand their needs and addressing those requests in a systemic and timely manner. Lydia is also involved with supporting AMORA and RM with respect to brand and client requests
-
-
-
Bethune Oriental Medicine Centre
-
Edmonton, Alberta, Canada
-
Administrative Coordinator
-
Jul 2018 - Dec 2020
Lydia worked closely with the Accounting/Financing Department to prepare annual office operating budgets and monitor inventory control to identify and report unfavorable discrepancies throughout the year. Lydia managed office admin duties, ensuring seamless operations. Lydia worked closely with the Accounting/Financing Department to prepare annual office operating budgets and monitor inventory control to identify and report unfavorable discrepancies throughout the year. Lydia managed office admin duties, ensuring seamless operations.
-
-
-
Pandora
-
Denmark
-
Retail Luxury Goods and Jewelry
-
700 & Above Employee
-
Sales Associate
-
Jul 2018 - Sep 2019
As a Sales Associate, Lydia consulted consulted clients to ensure positive customer service experience while meeting company sales goals by suggesting products and services to customers in a professional and friendly manner. She earned Employee of the Month recognition for exceeding sales targets and breaking the store’s record for Most Positive Reviews Received within a month As a Sales Associate, Lydia consulted consulted clients to ensure positive customer service experience while meeting company sales goals by suggesting products and services to customers in a professional and friendly manner. She earned Employee of the Month recognition for exceeding sales targets and breaking the store’s record for Most Positive Reviews Received within a month
-
-
-
China Minsheng Banking Corp.ltd
-
China
-
Financial Services
-
700 & Above Employee
-
Intern, Banking and Mortgage
-
May 2016 - Jul 2016
As an Intern in Banking and Mortgage, Lydia processed mortgage and personal loan applications by screening the applicant’s job history, income levels, and credit score. For screened clients, Lydia performed background checks by researching applicant's professional profile, phoning employers, and interviewing references to validate the accuracy of the submitted profile As an Intern in Banking and Mortgage, Lydia processed mortgage and personal loan applications by screening the applicant’s job history, income levels, and credit score. For screened clients, Lydia performed background checks by researching applicant's professional profile, phoning employers, and interviewing references to validate the accuracy of the submitted profile
-
-
Education
-
University of Alberta
Bachelor's degree, Economics