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Skills

  • International finance knowledge
  • Comparable company analysis
  • Excellent communication skills
  • MS Excel expert
  • Territory Sales Experience
  • Capital market trends
  • Operational improvement
  • Sales pipeline management
  • Team Leadership
  • Bilingual in Mandarin

Work Experiences

  • Performed audits for financial services clients such as banks and asset management firms.
  • Demonstrated knowledge and skill in explaining, selling, and administering products, as well as referring customers to appropriate resources for additional assistance.
  • Made contact with potential clients in order to close sales and collect funds.
  • Cashed checks, accepted deposits and withdrawals within set limits, and calculated daily transactions with the help of computers, calculators, and adding machines.
  • Was in charge of a variety of accounting transactions.
  • Remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Opened checking, savings, money market, and certificates of deposit accounts, as well as ordering checks, debit cards, and providing online banking information to make new transactions easier.
  • Assessed clients' financial situations in order to develop strategic financial planning solutions.
  • Oversaw the investment team and taught them about customer relationship management techniques.
  • Conducted market research and compiled detailed analysis data.

Summaries

  • Deadline-driven
  • Expert
  • Articulate
  • Dependable
  • Capable of injecting new life and value into an organization's quest for excellence.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Motivated individual.
  • PowerPoint, Excel, and VBA are all skills I have.
  • Meticulous
  • Universal Banker with 17 years of cash handling and customer service experience is organized and detail-oriented.

Accomplishments

  • Achieved successful IPO for Vantage.
  • Recognized with Excellence Award for consistently exceeding quarterly sales goals by 54% through customized client solutions and proactive relationship management.
  • Utilized data analytics tools to monitor account activities, proactively identifying trends and initiating actions that reduced client churn by 21%.
  • Created and delivered personalized financial plans aligned with client goals, achieving 82% of target revenue within several months while maintaining high customer retention rates.
  • Analyzed client credit profiles and provided customized loan servicing, contributing to branch loan growth of 59% while minimizing defaults.
  • Consistently surpassed cross-selling targets by 72%, effectively recommending complementary financial products tailored to individual client needs.
  • Led the branch to meet and exceed operational targets by streamlining teller operations, reducing transaction errors by 83% through enhanced training and process improvements.
  • Developed and maintained a portfolio of high-value clients, achieving 20% growth in assets under management over several months and earning Excellence Award for excellence in client engagement.
  • Resolved product issue through consumer testing.
  • Formally honored by the Investment Banking Institute for professional acumen.

Affiliations

  • National Financial Educators Council (NFEC)
  • Center for Financial Professionals (CeFPro)
  • National Association of Credit Management (NACM)
  • Credit Union National Association (CUNA)
  • Freemason
  • National Association of Mortgage Brokers (NAMB)
  • Jaycees
  • Project Management Institute
  • Society of Corporate Compliance and Ethics (SCCE)
  • National Association of Social Workers

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Treasury Professional (CTP)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA Network+
  • Certified AML and KYC Officer
  • CompTIA A+ Technician
  • Certified Personal Banker (CPB)
  • Certified Customer Service Professional (CCSP)
  • Certified Information Systems Auditor (CISA)
  • Certified Wealth Management Professional (CWMP)

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