Overview
Work History
Education
Certification
Timeline
Generic

Ya Ting Pan

Brooklyn,NY

Overview

3
3
years of professional experience
1
1
Certification

Work History

Relationship Banker-SBS/MOD

JPMorgan Chase
New York, NY
05.2023 - Current
  • Collaborated with team members to develop solutions for meeting customer needs while maintaining customer satisfaction.
  • Conducted regular reviews of customer profiles to identify opportunities for additional products that could benefit them financially.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Provided leadership during times of organizational change or difficult situations.
  • Established processes to ensure efficient workflow throughout the organization.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
  • Analyzed customer feedback data to develop action plans for improving services offered.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.

Relationship Banker

Bank of America
New York, NY
06.2022 - 02.2023
  • Examined weekly sales and behavior report and verify if behavior is consistent with goals.
  • Over 250 clients within my book of business with walk-in clients, campaign calls, and referrals from existing clients.
  • Effectively conduct outbound and inbound phone calls to follow up and relationship deepening.
  • Refer clients to appropriate partners to help achieve their financial goals, coordinate with mortgage loan officers, credit solution advisors, financial solution advisors
  • Adhered to bank and legal guidelines for reporting, account opening, and money handling.

Certified Trainer

Chipotle
Columbus, OH
04.2021 - 08.2022
  • Determined appropriate instructional plans based on personal strengths and training goals.
  • Tracked employee attendance, contributions and progress according to objectives.
  • Tracked participant attendance, contributions and progress according to objectives.
  • Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.

Education

Bachelor of Science - Economics

The Ohio State University
Columbus
05.2022

Certification

  • FINRA 6/63
  • Licensed Life Insurance: (LA-1771203)
  • Bilingual Fluent Mandarin/English

Timeline

Relationship Banker-SBS/MOD

JPMorgan Chase
05.2023 - Current

Relationship Banker

Bank of America
06.2022 - 02.2023

Certified Trainer

Chipotle
04.2021 - 08.2022

Bachelor of Science - Economics

The Ohio State University

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Ya Ting Pan