Jessie Sung
Irvine,CA
Summary
Client Service Representative
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Advisor, Assistant Vice President
Whittier Trust Company
Newport Beach, CA
06.2018 - Current
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
- Collaborated with team members to develop innovative solutions for complex client needs.
Client Service & Sales Officer I, Assistant Vice President
U.S. Trust – Bank of America Private Wealth Management
Newport Beach, CA
10.2012 - 06.2018
- Assist and support team with all client post sales activities.
- Monitor and execute all tasks required to fulfill the client services and requests.
- Manage execution of client service activities such as initiating and monitoring account opening, asset transfers, and handling client inquiries.
- Coordinates with fiduciary specialists and operation center to service to clients.
Assistant Branch Manager
Bank of America
Newport Beach, CA
03.2009 - 10.2012
- Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
- Assist and support manager in leading banking center in sales and services.
- Responsible for daily implementation and daily operation tasks.
- Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
- Responsible in observing and coaching team members in action with customer treatment.
Education
Bachelor of Science - Micro Economics
University of California, San Diego
La Jolla, CA12-2006
Cannon Trust School 1-2-3 -
Cannon Financial Institutes
06-2019
Skills
- FIS Trust System
- Microsoft Office Programs
- Adobe Acrobat
- SalesForce
- Addepar Platform
Certification
- Certified Trust and Fiduciary Advisor, American Banking Association - June 2019
Languages
English
Chinese (Mandarin)
Native or Bilingual
Timeline
Client Advisor, Assistant Vice President
Whittier Trust Company
06.2018 - Current
Client Service & Sales Officer I, Assistant Vice President
U.S. Trust – Bank of America Private Wealth Management
10.2012 - 06.2018
Assistant Branch Manager
Bank of America
03.2009 - 10.2012
Bachelor of Science - Micro Economics
University of California, San Diego
Cannon Trust School 1-2-3 -
Cannon Financial Institutes