Summary
Overview
Work History
Education
Skills
Timeline
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Seajin Lee

Personal Banker
Los Angeles,CA

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
5
5
years of post-secondary education
2
2
Languages

Work History

PERSONAL BANKER

CITI BANK
Los Angeles, CA
08.2020 - Current
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
  • Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.

PERSONAL BANKER

SHIHAN BANK AMERICA
Los Angeles, CA
01.2018 - 07.2020
  • 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 timely, professional and consistent manner

LEAD VAULT TELLER

SHIHAN BANK AMERICA
Los Angeles, CA
10.2016 - 01.2018
  • Streamlined cash handling processes for increased efficiency and reduced discrepancies in transactions.
  • Assisted with daily branch settlement and reconcilement process, including oversight for night deposit and ATM balancing.

Education

ASSOCIATE OF ARTS -

JEI UNIVERSITY INCHEON
INCHEON, SOUTH KOREA
05.2001 -

Skills

    Financial advisement

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Timeline

PERSONAL BANKER

CITI BANK
08.2020 - Current

PERSONAL BANKER

SHIHAN BANK AMERICA
01.2018 - 07.2020

LEAD VAULT TELLER

SHIHAN BANK AMERICA
10.2016 - 01.2018

ASSOCIATE OF ARTS -

JEI UNIVERSITY INCHEON
05.2001 -

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Seajin LeePersonal Banker