KELLY MOON
McLean,VA
Summary
Experienced in client relationship management with a strong focus on delivering tailored financial solutions. Seeking a Client Service Associate role to leverage skills in compliance enforcement and client support, enhancing team collaboration and client satisfaction. Committed to continuous professional development and achieving firm success.
Overview
6
6
years of professional experience
Work History
Personal Banker
CITY BANK
McLean, USA
08.2022 - Current
- Advised clients on diverse financial products, ensuring personalized service excellence.
- Collaborated with loan officers and wealth managers to create integrated financial solutions.
- Cultivated strong client relationships by addressing individual needs effectively.
Universal Banker
M & T BANK
McLean, USA
05.2021 - 08.2022
- Analyzed customer financial profiles to recommend tailored financial products.
- Ensured compliance with banking policies, security practices, and federal regulations.
- Optimized branch operations by managing complex transactions and resolving client inquiries efficiently.
Marketing Team Leader
YTS GLOBAL INC
McLean, USA
01.2021 - 05.2021
- Managed vendor compliance and procurement processes, securing FDA approvals for medical supplies.
- Conducted research on OSHA regulations to ensure compliance with safety standards.
- Coordinated logistics for medical supply orders dedicated to veteran support, ensuring timely delivery.
ISO Program Agent
WORLD BANK CARD SERVICE
McLean, USA
03.2020 - 01.2021
- Executed comprehensive credit reviews to establish merchant accounts for credit card processing.
- Monitored daily transaction batches to identify and resolve discrepancies.
- Mitigated financial risk by identifying high-risk or delinquent accounts, initiating collection procedures.
Loan Processor
ELITE TITLE COMPANY
McLean, USA
12.2019 - 03.2020
- Streamlined loan approval process by gathering and verifying essential borrower documentation.
- Ensured accuracy and completeness of documentation for effective communication with financial institutions.
Education
Certification-Registered Program - CFP Financial Planning & Insurance
University of California, Los Angeles
Los Angeles, CA04-2026
AAS - Fashion Design & Fashion Marketing
PARSONS SCHOOL OF DESIGN
New York, NY01-2007
BA - Textile Design
DUK SUNG WOMEN'S UNIVERSITY
Seoul, South Korea01-2001
Skills
Languages
Korean
Professional
Affiliations
KOWIN DC
Timeline
Personal Banker
CITY BANK
08.2022 - Current
Universal Banker
M & T BANK
05.2021 - 08.2022
Marketing Team Leader
YTS GLOBAL INC
01.2021 - 05.2021
ISO Program Agent
WORLD BANK CARD SERVICE
03.2020 - 01.2021
Loan Processor
ELITE TITLE COMPANY
12.2019 - 03.2020
Certification-Registered Program - CFP Financial Planning & Insurance
University of California, Los Angeles
AAS - Fashion Design & Fashion Marketing
PARSONS SCHOOL OF DESIGN
BA - Textile Design
DUK SUNG WOMEN'S UNIVERSITY