Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Jae Tae Lee

Palatine,IL

Summary

Versatile Senior Relationship Manager with 10 years of experience networking with stakeholders of companies such as vendors, customers and clients. In-depth knowledge of CRM practices, risk analysis and business process improvement. Well-versed in forging strategic partnerships to drive revenue and acquire customers. Collaborative individual focused on increasing market share and exceeding client needs.

Overview

9
9
years of professional experience

Work History

Senior Relationship Manager

Hanmi Bank
Chicago, IL
03.2015 - Current
  • Achieve Loan Goal, and Deposit Goal
  • Maintain existing customers Loan and Deposit
  • Respond customers questions regarding marketing
  • Analyzed actual financial results to budget, preparing variance reporting to functional groups.
  • Identified opportunities for process improvement initiatives within the branch.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Education

Bachelor of Arts - Language Arts Education

Busan National University For Korea
Busan Korea
02-1983

Skills

  • Customer Engagement
  • Revenue Development
  • Public Speaking
  • Market Research
  • Relationship Building
  • Operational Reporting
  • Decision-Making
  • Goal Setting
  • Customer Service
  • Team Training
  • Business Development
  • Client Rapport
  • Commercial Lines of Credit

Affiliations

  • Visiting VIP customers to ask they need anything more.
  • Prepare golf event for VIP customers
  • Prepare for economic seminar for the community

Timeline

Senior Relationship Manager

Hanmi Bank
03.2015 - Current

Bachelor of Arts - Language Arts Education

Busan National University For Korea

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Jae Tae Lee