JAMES SUH
Placentia,CA
Summary
Dedicated educator with K–12 tutoring experience and a strong background in coaching and mentoring. Driven by a genuine passion for educating the younger generation and a natural ability to connect with, engage, and inspire children. Expertise in individualized instruction, mathematics support, and clear communication of complex concepts. Bachelor of Science in Business Administration–Accounting enhances analytical skills and problem-solving capabilities.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Financial Solutions Advisor
Merrill Edge
06.2019 - Current
- Provide individualized guidance by assessing client needs, answering questions, and communicating effectively with individuals who have varying levels of financial knowledge.
- Educated clients on complex financial concepts and solutions, enhancing their understanding and decision-making.
- Applied quantitative and analytical skills to evaluate financial information, facilitating informed client solutions.
Relationship Manager / Training Coach
Bank of America
Fountain Valley, CA
02.2016 - 06.2019
- Coached five newly hired Relationship Managers, guiding their professional development and enhancing their performance.
- Developed and delivered training presentations that simplified complex financial concepts for clients and colleagues.
- Established strong client relationships by identifying needs and aligning financial solutions with their goals.
Inside Sales Coordinator / Accountant
Samsung Chemical Inc.
La Palma, CA
06.2014 - 02.2016
- Analyzed sales reports and prepared financial information to ensure accurate account reconciliation and timely resolution of discrepancies.
- Communicated with clients about orders, billing, and account inquiries, maintaining accurate records to support efficient service delivery.
- Coordinated inside sales orders for Samsung Chemical Inc. customers and distributors.
- Prepared pricing quotes and product information for chemical sales inquiries.
- Processed order entries, updates, and shipment schedules in sales systems.
Teller
Bank of America
, Southern California
06.2010 - 08.2014
- Delivered high-quality customer service while accurately processing cash, deposits, wires, cashier's checks, and other banking transactions.
- Trained new tellers and facilitated smooth banking-center operations.
- Showed attention to detail by accurately processing customer transactions and inquiries.
K–12 Tutor
JEI Learning Center
01.2008 - 01.2010
- Taught K–12 students mathematics using JEI curriculum, enhancing understanding and engagement.
- Assisted students with homework and reinforced challenging concepts through tailored explanations to match individual learning levels.
- Encouraged independent learning and problem-solving skills, fostering confidence and consistent study habits in students.
Education
Bachelor of Science - Business Administration–Accounting
California State University, Long Beach
Skills
- K–12 education
- Mathematics
- One-on-One Instruction
- Homework Assistance
- Coaching and mentoring
- Financial Analysis
- Analytical problem solving
- Communication and presentation
- Microsoft Office
- Fluent in Korean (Reading, Writing & Speaking)
Certification
CRPC, AWMA, FINRA Series 7, FINRA Series 66
Timeline
Financial Solutions Advisor
Merrill Edge
06.2019 - Current
Relationship Manager / Training Coach
Bank of America
02.2016 - 06.2019
Inside Sales Coordinator / Accountant
Samsung Chemical Inc.
06.2014 - 02.2016
Teller
Bank of America
06.2010 - 08.2014
K–12 Tutor
JEI Learning Center
01.2008 - 01.2010
Bachelor of Science - Business Administration–Accounting
California State University, Long Beach