Jiayu Zhou
Sammamish,Washington
Summary
Top-notch Relationship Banker with 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.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Cathay Bank
08.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Fulfilled work successfully with exceeding performance goals set for current one, YTD production counting 274 (856% of set goal), incentives ranking Top 1 as of 04/17/2024 among RB I group, customer service survey score 10.
Marketing Data Analys
Global Technologies Specialist Partner
03.2022 - 06.2022
- Forecasted future campaign performance using historical data, enabling proactive adjustments to meet objectives more efficiently.
- Regularly presented findings to senior leadership, clearly communicating complex data in an easily digestible format.
- Assisted in marketing and advertisement promotions through social media and amazon campaigns, by using keywords targeting, related items and combined with daily budget.
Education
Master of Science - Financial Management
Boston University
Boston, MA12.2021
Bachelor of Arts - Economics
University of Washington
Seattle, WA06.2019
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Relationship Banker
Cathay Bank
08.2023 - Current
Marketing Data Analys
Global Technologies Specialist Partner
03.2022 - 06.2022
Master of Science - Financial Management
Boston University
Bachelor of Arts - Economics
University of Washington
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