JOELLE JAEYEON CHOI
Summary
Operations and financial professional with over 8 years of experience in logistics, banking, and client relationship management. Achieved 130%+ of quarterly sales and lending targets while managing multi-million-dollar client portfolios. Expertise in compliance, budgeting, and efficiency improvements, complemented by strong data analysis and financial oversight skills. Bilingual in English and Korean, with proven team leadership capabilities.
Overview
13
13
years of professional experience
Work History
Operations Assistant Manager
LX Pantos America Inc.
Indianapolis, IN
10.2023 - 07.2025
- Oversaw daily logistics and inventory management, improving process efficiency by 15%.
- Ensured budget alignment and cost efficiency through accurate reporting and monitoring.
- Researched and resolved compliance issues, maintaining adherence to regulations and client requirements.
- Led cross-functional initiatives and supervised staff, boosting KPI compliance and client satisfaction.
Intern
Public Safety & UX Design Internship
Atlanta, GA
01.2023 - 09.2023
- Conducted research on the importance of UX and its application to city services, presenting findings to demonstrate business value.
- Utilized Power BI to analyze and present quarterly crime rate data in Atlanta, creating dashboards for supervisors.
- Collaborated with UX and public safety teams to enhance community engagement and decision-making.
Relationship Manager & Lending Specialist
Bank of America
Duluth, GA
06.2019 - 06.2023
- Managed a portfolio of retail and business clients, including multi-million-dollar accounts, delivering tailored financial solutions.
- Consistently exceeded quarterly performance goals, achieving 130%+ of lending and relationship targets.
- Guided clients through HELOC applications, approvals, and financial literacy education, driving strong customer trust and retention.
- Recommended financial products and strategies that strengthened long-term client relationships.
Operations Specialist & Branch Supervisor
PromiseOne Bank
Duluth, GA
07.2015 - 06.2019
- Supervised daily branch operations and ensured 100% compliance with regulatory requirements.
- Mentored and trained a team of 5+ staff to maintain high service standards and operational accuracy.
- Identified cost-saving opportunities that reduced operational expenses by 10% annually.
Head Teller
PromiseOne Bank
Duluth, GA
01.2014 - 12.2015
- Oversaw vault operations and teller team, ensuring accuracy in cash handling.
- Reviewed and approved 500–700 high-value checks weekly from check-cashing businesses, mitigating risk.
- Trained and supported new tellers, improving team efficiency.
Teller
PromiseOne Bank
Duluth, GA
01.2013 - 12.2014
- Processed high-volume daily transactions with accuracy and compliance.
- Managed and balanced the branch’s ATM machine, ensuring accuracy in cash replenishment and reconciliation.
- Delivered personalized customer service and identified opportunities to cross-sell bank products.
Education
Bachelor of Business Administration (BBA) - Computer Information Systems, Finance
Georgia State University
Atlanta, GA05.2023
Skills
- Financial analysis
- Customer relationship management
- Cross-functional collaboration
- Performance monitoring
- Research skills
- Hiring and training
- Schedule coordination
- MS office
- Data visualization
- Organizational management
Languages
korean
Native/ Bilingual
Timeline
Operations Assistant Manager
LX Pantos America Inc.
10.2023 - 07.2025
Intern
Public Safety & UX Design Internship
01.2023 - 09.2023
Relationship Manager & Lending Specialist
Bank of America
06.2019 - 06.2023
Operations Specialist & Branch Supervisor
PromiseOne Bank
07.2015 - 06.2019
Head Teller
PromiseOne Bank
01.2014 - 12.2015
Teller
PromiseOne Bank
01.2013 - 12.2014
Bachelor of Business Administration (BBA) - Computer Information Systems, Finance
Georgia State University