Yuli Zong
Relationship Manager Wholesale Banking at China Construction Bank- Claim this Profile
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中文 Native or bilingual proficiency
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英语 Professional working proficiency
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Bio
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Experience
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China Construction Bank
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Banking
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700 & Above Employee
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Relationship Manager Wholesale Banking
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Mar 2018 - Present
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CHINA CITIC BANK
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China
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Banking
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100 - 200 Employee
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Marketing & Finance Assistant, intern
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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
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招商银行
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China
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Financial Services
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Financial Services Assistant, intern
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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
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Education
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Yeshiva University
Master's degree -
Shandong University of Finance and Economics
Bachelor of Management, Labor and Social Security