Yoon Kim
Bayside
Summary
Proficient Sales Agent with a strong track record in building client relationships and resolving customer inquiries. Focused on leveraging analytical skills to drive sales performance and enhance overall client engagement.
Overview
2
2
Languages
1
1
Certification
26
26
years of professional experience
Work History
Sales Agent
United Merchant Services, Inc
Hackensack, NJ
08.2023 - Current
- Developed strong client relationships through effective communication and personalized service strategies.
- Assisted clients with product knowledge, ensuring comprehensive understanding of services offered.
- Managed customer inquiries, resolving issues efficiently to maintain high satisfaction levels.
- Conducted market research to identify potential leads and enhance sales strategies.
- Collaborated with team members to streamline sales processes and improve overall performance.
- Trained new sales agents on best practices and company policies, fostering a cohesive work environment.
- Analyzed sales data to identify trends and recommend adjustments for increased profitability.
- Implemented feedback mechanisms to gather client insights, driving continuous improvement initiatives.
- Developed strong relationships with clients through excellent customer service and regular follow-ups.
- Assisted call-in customers with questions.
Financial Consultant
Aim Capital Consultant, Inc
Flushing, NY
01.2015 - 07.2023
- Developed comprehensive financial strategies to optimize asset allocation and enhance investment performance.
- Analyzed financial data to identify trends and provide actionable insights for client portfolios.
- Collaborated with clients to assess financial goals and deliver tailored consulting services effectively.
- Conducted risk assessments to mitigate potential financial losses and ensure compliance with regulations.
- Mentored junior consultants on best practices in financial analysis and client engagement techniques.
- Streamlined reporting processes, improving accuracy of financial forecasts and enhancing decision-making efficiency.
- Led workshops on investment strategies, fostering client knowledge and promoting informed decision-making.
- Implemented new financial modeling tools, increasing the effectiveness of analytical processes across the team.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Negotiated favorable terms with vendors, reducing costs for both the firm and its clientele.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Assisted clients with budgeting and cash flow management.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Monitored and updated financial plans to comply with client goals.
Senior Relationship Manager
Hudson Valley Bank
Yonkers, NY
01.2001 - 12.2014
- Developed strategic financial solutions tailored to individual client needs and objectives.
- Cultivated long-term client relationships, enhancing customer satisfaction and loyalty.
- Led cross-functional teams to improve service delivery and operational efficiency.
- Conducted risk assessments to ensure compliance with regulatory standards and internal policies.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Worked closely with credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Organized client appreciation events showcasing bank''s commitment to long-term partnerships while also generating referrals from satisfied customers.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Education
MBA - Accounting And Finance
Thunderbird, The Graduate School of International Management
Glendale, AZMaster of Arts - Business And Managerial Economics
University of Minnesota
Minneapolis, MNSkills
- Client relationship management
- Customer support
- Sales coaching
- Technical assistance
- Sales demonstrations
- Sales tactics
- Key account management
- Relationship building
- Account growth
- Sales tracking
- Customer care
- Customer engagement
- Client support
Certification
1. CPA (Inactive)
2. CFA Level II Candidate (Inactive)
3. Real Estate Sales License (Inactive)
Languages
English
Full Professional
Korean
Native or Bilingual
Timeline
Sales Agent
United Merchant Services, Inc
08.2023 - Current
Financial Consultant
Aim Capital Consultant, Inc
01.2015 - 07.2023
Senior Relationship Manager
Hudson Valley Bank
01.2001 - 12.2014
MBA - Accounting And Finance
Thunderbird, The Graduate School of International Management
Master of Arts - Business And Managerial Economics
University of Minnesota