Assist to establish cooperative relationship with institutional clients, including banking industry, insurance company, loan and trust companyResponsible for 200 cooperative clients’ maintenances, communicate with customers to know their needs in time and enhance service qualityDrafted cross-departmental management plans, and communicate with different operating department to assist the committeeProvide clients research reports through Wind Information, drafted local governmental financing plans, asset-backed securitization plans, and service plans for public listed companies

• Reorganize documents of remitted funds, including commercial invoices, trading contract, transport documents, credit instruments, etc. to follow the international settlement rules of different countries• Assisted to declare funds: outward and inward remittance, letter of credit and collection, to the Foreign Currency Declaration System of the state administration of foreign exchange in China• Increased customer satisfaction by 5% by interviewed customers to assess demand, by notify the status of payment to enterprises with foreign investment, and reported results of payment to the superior to help with declaration, foreign exchange settlement and annually report work• Contacted more than 100 personal banking customers via email and phone calls to explore their financial service’s needs

• Assisted in financial consulting for customers, increase 7% new royal customers by introduced financial products and portfolios• Provided research support in customer relationship management in order to improve service quality• Summarized client feedback resulting in new plan of better services providing to customers• Audited and studied relevant laws and regulations in order to build healthy construction of company

• Updated and enhanced internal database to perform budget estimation, introduced and suggested new ideas of customer relationship management• Improved and optimized corporate recently implemented accounting in support of the senior accountant, Checked and approved company documents including accounts, bills and reimbursements• Supported and oversaw clients in auditing, accounting and analysis; helped with financial management

Introduced customers to the securities system, assisted with opening accounts and applications Interviewed customers to assess demand and helped increase customer satisfaction by 5%Contacted more than 100 personal banking customers via email and phone calls to explore their financial services needs.