Edward Wong
Vancouver,WA
Summary
Experienced investment banking professional with a 9-year background exceeding expectations and delivering high-performing results.
Overview
8
8
years of professional experience
Work History
Sales Executive II
Fiserv
Vancouver, WA
01.2022 - Current
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Analyzed past sales data and team performance to develop realistic sales goals.
- Utilized internal lead referral tools to solicit new business opportunities and contacts.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Branch Manager, Vice President.
KeyBank
Vancouver
04.2020 - 12.2021
- Boosted sales and customer loyalty through incentive programs.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Engaged employees in business processes with positive motivational techniques.
- Identified partnership opportunities and established favorable business connections.
Branch Manager Vice President
Bank Of The West
Portland, Oregon
06.2019 - 03.2020
- Supervised branch operations and made continuous improvements in each area
- Defined strategies for production and made proactive adjustments to maintain results
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability
- Upheld bank standards for loans, money handling and legal considerations
- Boosted branch sales by developing and deepening customer loyalty through incentive programs
- Encouraged employee development and promoted management staff from within
Branch Manager
US Bank
Battle Ground, Washington
11.2013 - 06.2019
- Ability to proactively solicit new business
- Strong background in sales and sales management practices
- Thorough knowledge of the banks products and services
- Excellent interpersonal, verbal and written communication skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Ability to resolve complex problems with minimal guidance
Skills
- Strong work ethic
- Risk management expertise
- Excellent communication skills
- Detail-oriented
- Analytical
Accomplishments
2022 Fiserv / Clover Merchant Services
- Top activations as new hire 9
2021 KeyBank
- Signature Circle 2 & 4
- Most employees in the branch in top 5 in region placed 1st,2nd and 5th,
2020 KeyBank
- Signature Circle in Quarter 3 & 4
- Highest CCDS booked in the district
2019 Bank of the West
- Top performer in Quarter 3
- Highest micro-loans booked in the Region
2019 U.S. BANK
- Top Performer Quarter 1, 2
2018
- Annual Legend Winner
- Top Performer Quarter 1, 2, 3, 4
- Highest production in small business dollars booked
2017
- Annual Legend Winner
- Top Performer Quarter 1, 2, 4
Timeline
Sales Executive II
Fiserv
01.2022 - Current
Branch Manager, Vice President.
KeyBank
04.2020 - 12.2021
Branch Manager Vice President
Bank Of The West
06.2019 - 03.2020
Branch Manager
US Bank
11.2013 - 06.2019