SHIYAO ZHAO
Summary
MBA graduate with a comprehensive background, encompassing three years of financial industry experience and a foundation in sales from my college degree. Proven success in banking, specializing in cultivating long-term customer relationships based on trust and value. Adept at financial analysis, strategic planning, and driving business growth. Committed to continuous learning, with strong analytical and problem-solving skills. Eager to contribute a unique blend of financial, sales, and relationship-building expertise in a dynamic and challenging role.
Overview
5
5
years of professional experience
1
1
Certification
Work History
FINANCIAL WELLENESS CONSULTANT
KEYBANK
06.2021 - 03.2022
- Manage client accounts and oversee transactions
- Meet branch and individual sales goals
- Advise clients on financial strategies such as saving, investments, and cash management.
BANK TELLER
ZIONS BANK CORP
03.2019 - 05.2021
- Assist customers with transactions and resolve account issues
- Inform customers about bank products and services
- Build strong relationships with customers and cross-sell new products.
ASSISTANT MANAGER
JASMINE CHINA BISTRO&SUSHI
05.2017 - 04.2018
- Address customer complaints related to food service
- Manage vendor accounts, expenses, and supply orders
- Handle marketing and advertising for the restaurant.
Management Trainee
Cooper Standard
06.2017 - 08.2017
- Created reports summarizing key findings from evaluation process.
- Observed department operations to gain knowledge of processes and procedures used by management staff.
- Maximized profits by meeting daily/monthly department's goals while learning all phases of business operations and management techniques.
Education
MASTER OF BUSINESS ADMISTRATION -
PEPPERDINE UNIVERSITY
04.2023
BACHLOR OF SCIENCE PROFESSIONAL SALES -
WEBER STATE UNIVERISTY
08.2019
Skills
- Adaptation
- Builds Customer Relationships
- Sales
- Finance
- Communication
- Creative Problem Solving
- Analytical Skills
- Cash Management
- Customer Service
- Attention to Detail
- Skilled Multi-tasker
- Project Management
- Teamwork
- Bilingual Mandarin, Chinese
Certification
- SIE
- NMLS
- Real Estate Agent
Accomplishments
- Member of national honor society
- Accepted into best training program
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
FINANCIAL WELLENESS CONSULTANT
KEYBANK
06.2021 - 03.2022
BANK TELLER
ZIONS BANK CORP
03.2019 - 05.2021
Management Trainee
Cooper Standard
06.2017 - 08.2017
ASSISTANT MANAGER
JASMINE CHINA BISTRO&SUSHI
05.2017 - 04.2018
MASTER OF BUSINESS ADMISTRATION -
PEPPERDINE UNIVERSITY
BACHLOR OF SCIENCE PROFESSIONAL SALES -
WEBER STATE UNIVERISTY
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