SHANSHAN LI

• Open new account and account maintenance.
• Maintained up-to-date knowledge of banking products to provide expert advice to clients effectively.
• Analyzed customers' financial information to deliver personalized account guidance.
• Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
• Answered customer questions and explained available services.(Like personal / bussiness mobile banking, online banking, e-statement ,etc).
• Cross sell bank products.

Operations

. Perform deposits ,withdrawal transactions,and process wires.

. Reconcile and balance teller cash drawer.

. Essential functions of Safe Deposit Box(e.g. entry,opening,maintenance).

. Assist client with problem resolution.

. Assist in ATM balancing.

. Detect and report fraudulent or suspicious activities by completing BSA report as required,Currency Transactions Report .

New Account

. Open personal account and bussines account.

. Cross-sell all products.

. Perform customer service functions such as check order,change of address, return mail processing,supersede signature card and other account maintenance changes.

• Independently conduct customer meetings and product sales
• Responsible for increasing major customers base, establish stable customer relationships, and maintain existing customer resources
• Analyze the consumer psychology of major customers, formulate effective sales strategies, and provide survey reports and customer solutions for major customers
• Based on the company's wealth management resources, configure products for customers, provide professional financial services and promote sales
• Provide customers with professional asset allocation solutions based on changes in customer assets to improve customer satisfaction and loyalty
• Participate in on-going learning and development regarding wealth management solutions and wealth forums to improve customer conversion rates

• Responsible for receiving customers, providing VIP customers with professional investment and financial advice and planning, as well as with deposits, wealth management, treasury bonds, agency funds, insurance, trusts, brokerages to collect reasonable wealth and credit cards
• Completion of task indicators issued by branches and sub-branches as planned
• Responsible for actively acquiring VIP customers
• Responsible for collecting, registering and collating customer information, stratifying according to customer assets, and performing daily maintenance and improvement work in a targeted manner according to customers' financial goals and risk preferences

• To provide all retail banking counter transactions to clients and refer sales opportunities to appropriate sales specialist when opportunities are identified.