Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Jinwook Kim

Seaford,NY

Summary

Business-minded bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

12
12
years of professional experience

Work History

Cash Management Coordinator

Flagstar Bank
01.2025 - 04.2025
  • Supported treasury functions by executing timely settlements of cash transactions, minimizing discrepancies and delays.
  • Managed daily cash positioning activities, providing accurate data for decision-making purposes.
  • Ensured adherence to internal policies and regulatory requirements, maintaining a high level of compliance in all aspects of cash management operations.
  • Streamlined cash management processes by implementing efficient tracking and reporting systems.

Private Client Banker - Manager on Duty

Chase Bank
09.2021 - 10.2024
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
  • Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.

Relationship Banker

Chase Bank
04.2018 - 09.2021
  • 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.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.

Personal Banker

Chase Bank
05.2016 - 04.2018
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Teller

Chase Bank
08.2013 - 04.2016
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Education

No Degree - Business

Queensborough Community College of The City University of New York
Oakland Gardens, NY

Skills

  • Compliance knowledge
  • Cash Management
  • Retirement planning
  • Trust Services
  • Creative Thinking
  • Relationship building and management
  • Customer Service-Oriented
  • Teamwork and Collaboration
  • Problem-Solving

Accomplishments

  • Supervised team of 7 staff members.
  • Awarded "Chase National Achiever" Award in 2021,2022,2023.

Languages

English
Native or Bilingual
Korean
Native or Bilingual

Timeline

Cash Management Coordinator

Flagstar Bank
01.2025 - 04.2025

Private Client Banker - Manager on Duty

Chase Bank
09.2021 - 10.2024

Relationship Banker

Chase Bank
04.2018 - 09.2021

Personal Banker

Chase Bank
05.2016 - 04.2018

Teller

Chase Bank
08.2013 - 04.2016

No Degree - Business

Queensborough Community College of The City University of New York

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Jinwook Kim