Lily Fan
Financial Advisor
Honolulu,HI
Summary
Dynamic finance professional with a proven track record at First Hawaiian Bank, achieving a 99% client satisfaction rate and being recognized as the 'Top #1 Personal Banker' in 2024. Expert in wealth management and financial planning, adept at Salesforce and fostering long-term client relationships. Excelled in streamlining financial processes and mentoring in complex financial concepts.
Overview
4
4
years of professional experience
Work History
Personal Banker
First Hawaiian Bank
01.2022 - Current
- Manage the client portfolio, helping the branch exceed sales objectives while maintaining a 99% client satisfaction rate.
- Assist high-net-worth clients with comprehensive financial solutions, including mortgage, HELOC, and personal loan services.
- Identify and refer to client needs, fostering long-term relationships and portfolio growth.
- Developed relationships with customers by providing exceptional service to increase sales opportunities.
Accountant
Hawaii Petroleum
01.2021 - 01.2022
- Conducted daily cash operations, managing accounts receivable/payable and general ledger reconciliations
- Prepared financial statements (balance sheet, income statement, cash flow statement), ensuring compliance with financial regulations
- Streamlined financial processes to improve reporting accuracy and operational efficiency
Accounting & Economic Tutor
Maui College
01.2019 - 01.2020
- Provided individualized tutoring in Accounting, Economics, and Mathematics, improving students' comprehension and academic performance
- Facilitated understanding of complex financial concepts, helping students interpret and prepare financial statements
Education
BS - Finance
Pennsylvania State University
08-2022
MBA - Business Administration And Management
University of The People
Skills
- Client Relationship Management
- Wealth management
- Up and Cross-Selling Strategies
- Financial Statements Preparation
- Investments planning
- Tech-savvy
Certification
SIE,
Series 7,
Series 66
Life& Health Insurance
Accidental Insurance
CFP Candidate
Languages
Chinese (Mandarin)
Advanced (C1)
C1
Accomplishments
- Top #1 Personal Banker" in 2024 for exceptional sales performance
Timeline
Personal Banker
First Hawaiian Bank
01.2022 - Current
Accountant
Hawaii Petroleum
01.2021 - 01.2022
Accounting & Economic Tutor
Maui College
01.2019 - 01.2020
BS - Finance
Pennsylvania State University
MBA - Business Administration And Management
University of The People
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