Relationship Banker

• Aug 2022 - Present

Relationship Manager

• Jun 2019 - May 2022

• Monitor sales activities and update strategies to meet daily/weekly sales goals • Execute sales and service tactics, activities, and processes, as defined by company policies and procedures • Proactively manage risk in every business, product and service transaction by leveraging available tools, such as the Salesforce platform and Cisco WebEx system • Comply with all applicable banking and investment laws, regulations, company policies, and procedures to serve the client’s best interest and enhance client satisfaction • Leverage available resources and technologies to optimize customer experience and serve our customers with operational excellence and accuracy • Coordinate customer experience across bank telling services and sales associates. • Achieve company goals including sales objectives by coordinating objectives with regional leaders and managers. • Achievement  Maintain a very high customer experience and feedback among the business region.  Achieve and exceed every monthly and quarterly sales goal by at least 130%.  Maintained zero documentation and behavioral mistakes as monitored by managers Show less

Program and Logistics Manager

• Apr 2014 - Jun 2019

Business Development:  Research, identify and qualify business opportunities in China  Help expanding the company’s market share in China; successfully secure over one million dollars revenue per year  Negotiate and maintain sales contracts  Understand client needs and offering solutions and support Program Management  Create, manage and achieve the overall program and department budgets  Research, propose, and design training curriculum for clients in different industrial fields  Manage program logistics; facilitate all the pre-program meetings, sync up briefings, and post-program evaluation  Vendors relationships management  Serve as main point of contact between clients, company, vendors and presenters. Show less

Media Officer

• Feb 2014 - Feb 2015

• Responsible for catering, meeting room set up, pre and post event duties and sponsor requirements. • Responsible for assembling recorded raw material into a finished product suitable for broadcasting. • Responsible for catering, meeting room set up, pre and post event duties and sponsor requirements. • Responsible for assembling recorded raw material into a finished product suitable for broadcasting.

Sales Operations Analyst

• Mar 2014 - May 2014

• Created and maintained pricing database; • Communicated and implemented the new proposed pricing structure across different business units in the company • Acted as the primary liaison between Global Sales, Global Factory Representatives and customers to coordinate contracts (SOW) , products volume and price commitment • Created and maintained pricing database; • Communicated and implemented the new proposed pricing structure across different business units in the company • Acted as the primary liaison between Global Sales, Global Factory Representatives and customers to coordinate contracts (SOW) , products volume and price commitment

Social Event Coordinator and Planner / Tour Leader

• Jan 2014 - Mar 2014

• Guided active adventure tours throughout American North California while maintaining a high standard of safety for hunting, hiking and multi-sport tours and visiting Bay Area Technology Companies, such as Facebook, Google, and Apple. • Researched and developed up-to-date resources database to ensure a high quality of accommodation, restaurants, excursions and activities for clients. Responsibilities including developed and maintained trip documentation, provided customized trips proposals, and inputted specific relevant trip information into the company database and intranet. Show less

Tax Preparer / Income Tax Assistant – IRS Program

• Jan 2014 - Feb 2014

• Prepared tax returns, amendments, back taxes and ITIN applications, and transmitted (LibTax) to IRS. • Provided a variety of services related to income tax preparation in accordance with established policies in compliance with legislation and regulations. • Prepared tax returns, amendments, back taxes and ITIN applications, and transmitted (LibTax) to IRS. • Provided a variety of services related to income tax preparation in accordance with established policies in compliance with legislation and regulations.

The President of International Club

• Oct 2013 - Feb 2014

• Setting the orientation and event to Chinese student for integrating into American Life. • Translating and demonstrating the school to representative of Chinese delegation. • Cooperating and supporting with World Journal for summer camp and winter camp.• Formal interview with Dean Nelson, eBay Vice President, Global Foundation Services (GFS).

Head Tutor

• Feb 2011 - Dec 2013

• Successfully manage and coordinate tutors and librarians complex schedule, payroll and reports.• Evaluate and improve tutors and librarians’ performance to enhance their working quality and efficiency, also promote and increase awareness of library service by presentation to the various students. • Instruct on the various applications of Masters-level finance courses.• Personally tutor on average 15 MBA-level finance and accounting to individuals on a weekly basis dealing with net present value, cost-benefit analysis, and arbitration.• Assisting and consulting with techniques for analysis and applications of financial statements, financial data, and financial management.• Support students on their investment courses: movement of security prices, analysis and interpretation of financial statements, and adapting investment policy to investor needs and purpose. Show less

Administration Acquisition Specialist

• Apr 2010 - Feb 2011

• Develop reports, memos, letters and other documents, using word processing, spreadsheets, database, and/or presentation software.SOFTWARE USED:Oracle, ImageNow, Microsoft Office

Financial Advisor / Financial Service Associate Trainer

• Oct 2013 - Jan 2014

• Render professional financial investment instruments services to clients. • Analyzing and developing current and future financial systems and reporting tools & formats for management. • Render professional financial investment instruments services to clients. • Analyzing and developing current and future financial systems and reporting tools & formats for management.

Staff Accountant / Office Administrative Assistant

• Jul 2012 - Aug 2012

• Consolidated bookkeeping, budgeting and forecasting by using Quickbooks, and cash-flow management for optimal customer performance and reconciliation for banks. • Develop reports, memos, letters and other documents, using word processing, spreadsheets, database, and/or presentation software. • Consolidated bookkeeping, budgeting and forecasting by using Quickbooks, and cash-flow management for optimal customer performance and reconciliation for banks. • Develop reports, memos, letters and other documents, using word processing, spreadsheets, database, and/or presentation software.

Tax Preparer – IRS Program

• Jan 2012 - May 2012

• Prepared tax returns, amendments, back taxes and ITIN applications, and transmitted (E-file) to IRS. Provide variety of services related to income tax preparation in accordance with established policies in compliance with legislation and regulations. • Analysis financial records, such as prior tax returns, income statements & balance sheets, and documentation of deductible expenses and allowances. • Client bookkeeping, budgeting and forecasting and cash-flow management for optimal customer performance. Show less

Corporal

• Sep 2006 - Oct 2007

• Program Analyst - For all services' Air and Missile Defense programs assessing requirements for Air and Missile Defense surveillance, communications, and engagement platforms (missiles). • Supply/Warehouse Manager - Exceeded Organizational Standards in maintaining a 99 % Location Accuracy Rate and a 99 % Inventory Accuracy Rate, reducing receipt-processing time from three days to one day and continuously maintaining a Material Release Order Denial Rate below 1%. • Program Analyst - For all services' Air and Missile Defense programs assessing requirements for Air and Missile Defense surveillance, communications, and engagement platforms (missiles). • Supply/Warehouse Manager - Exceeded Organizational Standards in maintaining a 99 % Location Accuracy Rate and a 99 % Inventory Accuracy Rate, reducing receipt-processing time from three days to one day and continuously maintaining a Material Release Order Denial Rate below 1%.