Junxiang Wang

Summary

Experienced Personal Banker with a Bachelor’s Degree in Accounting and over two years in the banking industry. Adept at executing sales, products, and service activities in coordination with customer service teams. Proven ability to foster customer relationships, build loyalty, and increase sales among individual consumer clients. Skilled in risk assessment, compliance with banking regulations, and leveraging smart banking tools to uncover opportunities. Bilingual in English and Mandarin, with exceptional communication and multitasking abilities dedicated to delivering outstanding client experiences.

Overview

years of professional experience

Work History

Retail Banker

TD Bank

Whitestone, NY

10.2023 - Current

Provide personalized banking services to clients, assisting with account management, transactions, and financial inquiries.
Implement sales strategies to meet and exceed branch targets, fostering customer loyalty and satisfaction.
Educate customers on banking products, digital solutions, and security measures to enhance their banking experience.
Collaborate with team members to ensure seamless branch operations and exceptional customer service.
Aligned with job responsibilities.

Fostering customer relations and building loyalty.
Cross-selling relevant products and services.
Utilizing digital channels to enhance customer experience.

Personal Banker

Sterling Bank & Trust

FLUSHING, NY

07.2022 - 10.2023

Described promotional offers and used persuasive sales techniques to upsell services, and convince clients to apply for additional banking services.
Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
Met with customers to analyze financial needs and maximize sales opportunities.
Recognized transaction needs and educated clients on service and digital channels to assist with self-service.

Education

Bachelor of Arts - Accounting

Queens College of The City University of New York

Flushing, NY

12-2019

Skills

Relationship Building & Management: Cultivating strong client relationships to foster loyalty and drive sales growth
Sales Strategy & Execution: Developing and implementing effective sales plans to meet and exceed targets
Customer Service Excellence: Delivering exceptional client experiences through attentive service and effective problem-solving
Cross-Selling & Upselling: Utilizing persuasive techniques to promote additional banking products and services

Smart Banking Tools & Technologies: Proficient in leveraging digital solutions to enhance customer interactions and uncover sales opportunities
Bilingual Communication: Fluent in English and Mandarin, facilitating effective communication with a diverse client base
NMLS Registration & SAFE Act Compliance: Maintaining necessary licenses and adhering to regulatory requirements for mortgage-related activities

Timeline