Henry Wong

Henry Wong Email and Phone Number

Relationship Banker at Chase
Henry Wong's Location
San Francisco, California, United States, United States
Henry Wong's Contact Details

Henry Wong personal email

n/a
About Henry Wong

Henry Wong is a Relationship Banker at Chase.

Henry Wong's Current Company Details

Relationship Banker at Chase
Henry Wong Work Experience Details
  • Jpmorgan Chase & Co.
    Relationship Banker
    Jpmorgan Chase & Co. Nov 2019 - Sep 2023
    •Managed a diverse portfolio of high-net-worth clients, consistently exceeding clients expectations through proactive outreach and tailored financial solutions•Played a pivotal role in enhancing banking services for small businesses through targeted assistance and guidance•Successfully onboarded and trained over 10+ employees, helping them adapt to company policy and expectations resulting in perfect scores on yearly branch review
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  • Jpmorgan Chase & Co.
    Lead Associate Operations
    Jpmorgan Chase & Co. Aug 2018 - Oct 2019
    •Led and optimized operational activities within Chase Bank, overseeing a diverse range of functions to ensure seamless workflow and exceptional service delivery•Spearheaded strategic initiatives to enhance operational efficiency, streamline processes, and drive cost savings while maintaining high standards of quality and compliance•Advised clients with personalized recommendations for alternative banking options to enhance customer experience•Provided guidance and training to team members on audit procedures and best practices, fostering a culture of accountability and continuous improvement
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  • Safeway
    File Maintenance Manager
    Safeway Jan 2018 - Aug 2018
    San Francisco, Ca
    •Collaborated effectively with cross-functional teams to align pricing approaches with overall business objectives and drive revenue growth•Handle and update all signage and materials while ensuring that all pricing information is consistent with advertised prices throughout the store•Directed a team in the consistent updating of store schematics, meticulously aligning layouts with seasonal changes to optimize pricing strategies •Execute in-store only promotions due to overstock or clearance
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  • Safeway
    Bookkeeper And Customer Service Rep
    Safeway Dec 2015 - Aug 2018
    San Francisco, Ca
    •Conducted regular audits on checkout stands, identifying and resolving discrepancies to maintain accuracy and compliance with a 99% accuracy rate•Responsible for supervising vault operations, including conducting daily balancing tasks and coordinating cash orders to maintain optimal stock levels for daily operational requirements•Compile, organize, and reconcile store opening and closing reports for business day to ensure accurate sales•Consistently engage with customers to exceed their needs by processing returns and exchanges, taking special orders, and equipment rentals•Demonstrate leadership through resolving patron disputes, training new employees, and promoting a positive work environment for our team members
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  • Morgan Stanley
    Financial Training Program Intern
    Morgan Stanley Jan 2015 - Apr 2015
    Sacramento, California Area
    • Conducted current event studies (impact of legislation on industries, prices of relevant goods in different countries)•Developed a mock portfolio mirroring real life• Performed quantitative and fundamental analysis of equities by reviewing company financial statements and news sources • Performed technical analysis of equities using TD Ameritrade thinkorswim trading software to chart
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Henry Wong Education Details

Frequently Asked Questions about Henry Wong

What is Henry Wong's role at the current company?

Henry Wong's current role is Relationship Banker at Chase.

What is Henry Wong's email address?

Henry Wong's email address is he****@****ase.com

What schools did Henry Wong attend?

Henry Wong attended University Of California, Davis, Skyline College.

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