Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

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
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
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
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, CA
12-2006

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

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