Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Seajin Lee

Summary

Highly reliable, meticulous, and self-motivated banker with 7+ years of experience acquiring and retaining clientele. Proficient at adapting, learning, and providing insight on operational excellence. Adept at explaining complex financial management concepts to a wide variety of professional and non-professional audiences. Committed to providing comprehensive and engaging customer and financial sales services. Accomplished at maintaining high levels of customer satisfaction.

Overview

7
7
years of professional experience

Work History

PERSONAL BANKER

CITI BANK
08.2020 - Current
  • Conduct Sales calls to expand relationship
  • Establishes and maintains trustworthy relationships with clients, continuing to provide financial solutions that benefit the client and help grow the bank
  • Assists clients in achieving their financial goals by determining the types of accounts that will meet their current and future financial needs, and present tailored solutions that meet those needs
  • Maintains excellent operational quality standards through compliance with policies, procedures, security requirements and government regulations.

OFFICER, PERSONAL BANKER

SHIHAN BANK AMERICA
01.2018 - 07.2020
  • Responsible for reviewing tax and legal documents, W8 and W9 forms, beneficiary processing, power of attorney and Trust
  • Promoted and cross sell products and services based on customer need
  • Provided exceptional service that is consistent with or exceeds bank standards of excellence in customer service while resolving customer issues in a timely, professional and consistent manner
  • Worked proficiently alone or with the Teller team to enhance customer service expectations while providing responsive, quality client service at all times.

ASSOCIATE, LEAD TELLER

SHIHAN BANK AMERICA
10.2016 - 01.2018
  • Solved client inquiries on the telephone or in person, while adhering to client privacy and confidentiality guidelines; Identified opportunities to recommend products and services based on client needs
  • Processed all transactions within assigned limits, maintains cash drawer, and properly balances cash drawer at the end of each workday
  • Assisted with the daily branch settlement and reconcilement process, including oversight for night deposit and ATM balancing.

Education

ASSOCIATE OF ARTS -

JEI UNIVERSITY INCHEON
INCHEON, SOUTH KOREA
01.2006

Skills

  • Financial services
  • Financial advisement
  • Portfolio assessment
  • Financial product knowledge

Languages

English
Native or Bilingual
Korean
Native or Bilingual

Timeline

PERSONAL BANKER

CITI BANK
08.2020 - Current

OFFICER, PERSONAL BANKER

SHIHAN BANK AMERICA
01.2018 - 07.2020

ASSOCIATE, LEAD TELLER

SHIHAN BANK AMERICA
10.2016 - 01.2018

ASSOCIATE OF ARTS -

JEI UNIVERSITY INCHEON

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Seajin Lee