Yanling Dai
Bellevue,WA
Summary
Self Motivated and reliable Relationship Banker with strong communication skills. Effective at building close relationships with clients,achieving sales goals and providing exceptional customer service. Outstanding referral skills to partners
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank Of America
11.2022 - Current
Officer, EEIC champion member
Build and maintain strong relationship with clients
Understand clients' financial goals and refer to our partners for solutions
Provide exceptional client service
Collaborate with team to deliver together
Financail Serivces Representative
Self-employeed
11.2016 - 10.2022
Prospect the potential client, do th financial analysis and help clients to build financial fundamentals.
Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions
Teaching team member knowledge and building teams
Education
Nanjing Forestry University
Nanjing, CHSkills
- Excellent Team Player and contributor
- Early Adaptor to new platform and knowledge
- Efficiency time Management
- Eager to contribute society
Certification
SIE, S66 ongoing
Timeline
Relationship Banker
Bank Of America
11.2022 - Current
Financail Serivces Representative
Self-employeed
11.2016 - 10.2022
Nanjing Forestry University
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