To pursue a career with an organization that will utilize my finance, accounting, sales and communication skills to benefit mutual growth and success.
Excellent banking loan and investment knowledge
Attention to detail and a fast learner
Advanced accounting background
Dedicated to excellence & customer satisfaction
Multi-lingual with proficient customer service and public relations skills
Fluent in English,Chinese and Japanese languages: speaking, reading and writing
Closed numerous number of home equity loan, personal loan, car loan and credit line.
Achieved 100% of quarterly and Yearly sales incentive goal set at personal banker 1 and 2
Ranked among the top 5 PB1 in Southern Nevada 2007, 2008
Ranked among the top 10 PB1 in Southern Nevada 2009, 2010
Ranked among the top 5 PB2 regionally 2012 and 2013 first quarter
Received numerous number of Awards for sales excellency
Continually received perfect 5 customer WOW experience
Just received all exceeded, all 4 of 2012 yearly evaluation
Daily duty includes use of profiling tools to identify cross sell opportunities and makes outbound sale calls by phone. Understanding of customer financial needs and providing suggestions. Performs extensive analytical calculations including interest rate of saving and CD.
Counsels customer's credit report and calculate debit ratio. Develop and maintain relationships with Wells Fargo partners to maximize sales and profit. Research beneficial investment opportunities and made recommendations to customer.
Daily duty includes, delivers informational sale presentations to potential customers and build symbiotic long term relationships in person and by phone; provides broad base of financial and credit services with the goals of acquiring 100% of the customer's business.
Reach out into the community by placing outbound calls to clients and visiting business; manages customer portfolio, services relationships and cross-sells of all banking products and services.
Relocation to Las Vegas.
Total responsibility for on base bank's customer including: qualifying borrowers and processing loan applications;
opening new accounts, Handling wire transfers; Issuing traveler and cashier checks,
enduring strict adherence to fraud prevention and security procedure;,
monitor foreign exchange rates and create daily activity reports.
position required ability to handle difficult people with tact and diplomacy.
Hired as customer service rep and promoted to management within 6 months.
received numerous "excellent service card" from customers , as well as "cash incentive" and "employee of the year" awards from community bank.
Review and analyzing financial statement coursework
Coursework in Finance and Business Administration
Computerized Accounting Specialist training
Corporate Finance and Strategy coursework
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