Shirley Su
About Shirley Su
Shirley Su is a Financial Service Representative at CIBC, specializing in cash management, credit, lending, and investments.
Title
Shirley Su holds the position of Financial Service Representative at CIBC, where she has been working since 2019. In this role, she specializes in providing tailored financial solutions aimed at addressing clients' needs in cash management, credit, lending, and investments.
Professional Experience at CIBC
Shirley Su has a robust history with CIBC, previously serving as a Financial Service Associate from 2017 to 2019 and a Customer Service Representative from 2016 to 2017. Her experience spans multiple facets of client interaction and financial service, making her well-versed in the needs and expectations of banking clients.
Education and Expertise
Shirley Su graduated from McMaster University with an Honours Bachelor of Commerce (B. Comm) degree in 2016. Her academic background and practical experience enable her to deliver specialized financial advice, leveraging her knowledge in various domains such as mortgage advising, investment consulting, and personalized client recommendations.
Previous Work Experience
Before her tenure at CIBC, Shirley Su gained diverse experience through various roles. She served as VP Finance and Sales Associate at McMaster University Campus Store, Co-Founder/Secretary at the Korean Pop Culture Club, and Marketing and Communications Member at AIESEC McMaster. She also accumulated service industry experience at Adami Sushi Restaurant and BoChin Chinese Restaurant.
Client Interaction and Proactive Engagement
In her current role at CIBC, Shirley Su engages proactively with clients both over the phone and through in-branch interactions. She schedules appointments and delivers financial advice, preparing detailed analyses to identify opportunities and make personalized recommendations. Her collaborative efforts with Mortgage Advisors and Investment Consultants help her meet specific client goals effectively.