Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Guilin Jia

Union City,CA

Summary

Top-notch Relationship Banker with a solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals, and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals, and options. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

3
3
years of professional experience

Work History

Relationship Banker II

Cathay Bank
06.2023 - Current
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Continually boosted branch production and revenue by 100% by consistently meeting all monthly and quarterly sales goals..

Head Concierge Banker

Citibank, Citi
11.2022 - 06.2023
  • Exhibits strong sales and service skills, presenting products and services while proactively educatingclients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
  • Act as a subject matter expert for the branch and remain flexible in position based on branch coverageneeds
  • Enhanced guest experience by promptly addressing inquiries and providing personalized recommendations.
  • Streamlined front desk operations for increased efficiency and improved customer satisfaction.
  • Continuously learns new and existing products through sales aids (features, benefits, fees, etc.)demonstrating a positive, can-do attitude and customer-first culture
  • Provide exceptional service delivery to our internal and external customers to resolve account serviceissues and respond to customer inquiries promptly and effectively
  • Is knowledgeable about the client's accounts and business with the bank and uses sound judgmentwith customers and transactions
  • Energetically greet and interact with clients on the bank floor to proactively identify and address clientsales and service needs; appropriately convert service requests into sales or referrals.
  • Cross-sold credit cards, loans and other bank products.

Regional Banker II

Cathy Bank
08.2022 - 11.2022

Relationship Banker I

Cathay bank
01.2022 - 08.2022
  • Responsible for primarily handling teller transactions, providing operational support, cross-selling bankproducts/services, and resolving customer service issues
  • Process transactions with accuracy andefficiency while delivering an overall professional and exceptional customer experience
  • As needed, willopen accounts and refer customers to other areas of the bank as appropriate
  • Follow regulations andbank security procedures to protect customers as well as minimize risk to the bank.

Sales Assistant

Ice Husky Inc
10.2020 - 01.2022
  • Handle incoming calls and other communication
  • Greet clients and visitors as needed
  • Manage customer account information
  • Provide assistance for Logistics and Sales departments
  • Maintain customer service contact for individual account order processing.

Education

TaichungAccounting

Providence University

Skills

  • Relationship building and management
  • Financial Advising
  • Recordkeeping requirements
  • Policy development and implementation

Affiliations

  • Stay informed of key priorities and business updates
  • Execute sales and service plays and processes
  • Provides technical guidance and training to staff on operating procedures, monitors regulatory andcompliance changes, ensures compliance with outside regulations and corporate Standard OperatingProcedures
  • Ensure that all ID guidelines are met, protecting customer privacy and reducing exposure to losses.
  • Supervise the work of all branch tellers. Secure workplace.
  • Open new accounts, Debit cards, and credit cards.

Timeline

Relationship Banker II

Cathay Bank
06.2023 - Current

Head Concierge Banker

Citibank, Citi
11.2022 - 06.2023

Regional Banker II

Cathy Bank
08.2022 - 11.2022

Relationship Banker I

Cathay bank
01.2022 - 08.2022

Sales Assistant

Ice Husky Inc
10.2020 - 01.2022

TaichungAccounting

Providence University
Guilin Jia