CHIA-WEI CHUNG
New York,NY
Overview
4
4
years of professional experience
Work History
Loan officer
UNION BANK OF TAIWAN
Taipei, Taiwan
08.2024 - 06.2025
- Managed over 15 corporate loan cases, assisting with funding allocation for clients.
- Conducted more than 20 credit investigations to evaluate repayment capability and establish KYC details.
- Designed five fund sales strategies, contributing to over 10 client sales with optimal results.
Account Opening Specialist
Capital Futures Corp.
Taipei, Taiwan
07.2022 - 10.2023
- Proposed streamlined account opening process, integrating client information to reduce processing time by 10%.
- Conducted weekly meetings with clients and salespersons to assess transaction preferences in Future commodities.
- Collected customer data and completed KYC Phase I reviews, achieving 100% account opening rate.
- Managed over 10 customer accounts daily in CRM, ensuring data accuracy through detailed information integration.
Salesperson
V.G. BOOM Company
Taipei, Taiwan
07.2021 - 09.2021
- Analyzed customer preferences for green smoothies, providing insights for sales strategies.
- Assisted in production of advertisement video by procuring essential props.
- Demonstrated product usage procedures to over 50 customers, offering troubleshooting guidance for future challenges.
Education
Master of science - Finance
Bernard M. Baruch College
New York City, United states05-2027
Bachelor of Arts - Economics
Fu Jen Catholic University (FJU)
New Taipei City, Taiwan06.2023
Skills
- Financial analysis and market research
- Customer relationship management
- Data interpretation and credit assessment
- Sales strategy development
- Excellent communicator
- Credit analysis
- Team player
- Customer service-focused
- Terms negotiation
- Problem resolution
Hobbies and Interests
- Basketball
- Baseball
- Traveling (USA, Canada, England, Japan, Palau, Macao, China)
Competitions
- Leverage margin paper trading competition, Yuanta Futures, 03/01/22, 04/30/22, Achieved the best investment performance in leverage margin trading among 100+ participants in a campus competition, Utilized global exchange rates and investment principles to analyze potential risks and identify trend products worldwide for optimal transaction strategies, Earned a 15% profit, surpassing the competition's average profit rate
- Business Administration Camp, Shih Chien University, 08/01/19, 08/31/19, Researched and devised optimal strategies for bicycle sales to maximize effectiveness and profitability for the company, Utilized user group data to determine ideal advertising locations and analyzed historical sales data to identify areas for improvement in past selling strategies, Earned 2nd place in the competition among 10 teams, projecting a 10% increase in company profits as a result
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Loan officer
UNION BANK OF TAIWAN
08.2024 - 06.2025
Account Opening Specialist
Capital Futures Corp.
07.2022 - 10.2023
Salesperson
V.G. BOOM Company
07.2021 - 09.2021
Master of science - Finance
Bernard M. Baruch College
Bachelor of Arts - Economics
Fu Jen Catholic University (FJU)