Ellen Chen Email & Phone Number

Kaohsiung City, Taiwan

• Managed and Supervised the Kaohsiung-Pingtung area and Tatung，total 6 branches
• Leading the 78 staff：6 Branch Managers, 2 Wealth Management and Lending supervisors, 12 Finical Consultants, 6 branch OP heads, 5 Mortgage AO, 3 Small Micro-enterprises AO, and 43 OP
• Credit Line 13 million of Mortgage Loan
• Managed and assisted branches to achieve Branch Deposit, WM, ML, PL, SME, Cash Card, Credit Card and other major business annual goal in order to grow EBTA
• Estimated annual income statement, Managed human resources, Promotion of project, Customer complaints and disputes, Season awards event within the region
• Reviewed performance of branch managers in the beginning of month. Visited branches, occasional interviewed with bankers, and visited important customers monthly

Tainan City, Taiwan

• Managed a 5 billion deposit branch, and allocated high net worth wealth management customers Investment
• Leading a branch of 4 Financial Consultants, and an Operation head, and 6 Operators
• Created a monthly branch sales revenue of wealth management within top 10, and at least achieved 150%
• Handling in 2008 financial crisis linked bonds customer complaints in more than 40 within three months, the success of 38

Tainan City, Taiwan

• Opened new accounts with combined balance greater than NT$ 80 million monthly
• Designed marketing materials, planned seminars to promote key financial products, and created customized financial plans and analysis reports of mutual funds Sales Head

Manhattan, New York

• Managed Portfolio Center Report of clients at Schwab Institution
• Prepared tax return for individual, corporation, and Hedge fund partners
• Organized financial statements with detail guidance
• Managed QuickBooks projects, bank reconciliation, quarterly payroll tax, and sales tax

Manhattan, New York

• Managed QuickBooks files including payroll, accounts payable and receivable, vendor accounts, sales and inventory tracking, bank account reconciliation
• Updated financial statement spreadsheets and merged significant investment securities portfolios including stock mergers, spin-offs, and splits

Taipei City, Taiwan

• Opened new accounts with combined balance greater than NT$5 million monthly
• Designed marketing materials, planned seminars to promote key financial products, and created customized financial plans and analysis reports of mutual funds
• Handled 200 VIP accounts holding combined assets of over NT$30 million monthly
• Achieved at least 150% sales volume every month

Tainan City, Taiwan

• Supervised a team of 30 sales representatives for auto loans department
• Established relationships and cooperative loan projects with major international auto companies including Toyota, Ford, BMW, Honda,and Mercedes-Benz
• Served as a credit officer to approve clients’ credit profiles for loans
• Doubled annual department sales in five years
• Achieved at least 200% sales volume in Tainan branch every month