Yuli Zong

Relationship Manager Wholesale Banking at China Construction Bank
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Location
New York, New York, United States, US
Languages
  • 中文 Native or bilingual proficiency
  • 英语 Professional working proficiency

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Experience

    • Banking
    • 700 & Above Employee
    • Relationship Manager Wholesale Banking
      • Mar 2018 - Present
    • China
    • Banking
    • 100 - 200 Employee
    • Marketing & Finance Assistant, intern
      • Apr 2016 - May 2016

      ● Promoted to banking services to assist customers with financial products, credit cards, loans, savings and checking accounts ● Prepared daily sales reports for marketing department presentations ● Reorganized named files of all financial documents for easy access by staff; reviewed financial product contracts and contacted customers for missing information ● Participated in marketing events which resulted in an increase of both new clients and existing business ● Promoted to banking services to assist customers with financial products, credit cards, loans, savings and checking accounts ● Prepared daily sales reports for marketing department presentations ● Reorganized named files of all financial documents for easy access by staff; reviewed financial product contracts and contacted customers for missing information ● Participated in marketing events which resulted in an increase of both new clients and existing business

    • China
    • Financial Services
    • Financial Services Assistant, intern
      • Jul 2012 - Aug 2012

      ● Provided consultation to clients seeking information about interest rates and funds ● Served customers applying for bank cards and opening Internet bank accounts ● Conducted outreach to customers and explained banking services ● Provided consultation to clients seeking information about interest rates and funds ● Served customers applying for bank cards and opening Internet bank accounts ● Conducted outreach to customers and explained banking services

Education

  • Yeshiva University
    Master's degree
    2016 - 2017
  • Shandong University of Finance and Economics
    Bachelor of Management, Labor and Social Security
    2012 - 2016

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