Cenwei Cai
Kissimmee,FL
Summary
Motivated professional enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship banker
JPMorgan bank
10.2022 - 05.2025
- Developed promotional strategies that successfully attracted a significant number of new customers to the bank's products and services.
- Identified diverse customer needs through detailed conversations, offering tailored banking solutions to meet those needs.
- Integrated marketing promotions into client interactions, enhancing customer awareness, and product engagement.
- Provided expert financial advice, assisting customers in setting up accounts, loans, and investment plans.
- Successfully expanded customer relationships by implementing consistent follow-up processes, and building strong rapport.
PERSONAL BANKER
HSBC Bank/Citizens Bank
10.2021 - 09.2022
- Company Overview: Bank acquisition: HSBC BANK/citizens bank
- Assisted clients by providing exceptional customer service and knowledge of products, services and offerings.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Bank acquisition: HSBC BANK/citizens bank
Customer service representative I/II
CTBC BANK
02.2019 - 10.2021
- Cross-sells and makes referrals to generate new business and additional services, promote bank products, and further establish business relationships.
- Provides a supporting role ensuring platform team members are also aware and adhering to operations policies and procedures.
- Listens carefully to the client and be willing to assist with any client questions or problems.
Education
BBA - FINANCE
Baruch College of The City University of New York
12.2018
ASSOCIATE OF ARTS - business administration
Queensborough Community College of The City University of New York
12.2016
Skills
- High-energy attitude
- Customer relationship management
- Teamwork
- Problem solving
- Sales forecasting
- Cross-selling strategies
Certification
FINRA SIE, Series 6, and Series 63
Life Insurance License (NY)
Notary Public (NY)
Languages
Chinese (Mandarin)
Native/ Bilingual
English
Full Professional
Timeline
Relationship banker
JPMorgan bank
10.2022 - 05.2025
PERSONAL BANKER
HSBC Bank/Citizens Bank
10.2021 - 09.2022
Customer service representative I/II
CTBC BANK
02.2019 - 10.2021
BBA - FINANCE
Baruch College of The City University of New York
ASSOCIATE OF ARTS - business administration
Queensborough Community College of The City University of New York
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