Jack Chen Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

• Experienced in delivering payment and cash management solutions to upper-midmarket and midmarket clients, including municipalities, universities, health authorities, agriculture, and mining companies.• Manage treasury and payment risk through authorizing payment limits and account authority level.• Act as the highest approval level for clients' payment platforms such as EFT, ACH, Wire, Deposit Edge, Moneris and ETC. • With the support of Sales Analysts; exercises effective sales activities such as presentations, reports, and proposals to the organization’s board of directors (RFPs).• Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.• Maintain and expand relationships with the corporate controllers, VP and CEO to maximize returns for the bank and mid-market clients.

Vancouver, British Columbia, Canada

• Responsible for the daily management of all aspects of liquidity management, including daily cash positioning, corporate cards, deposit edge, payment processing (EFT, ACH, Wires, foreign exchange), and Moneris.• Maintains and initiates improvements to treasury plans to ensure compliance with AML and KYC requirements and BMO pricing philosophy.

Richmond, British Columbia, Canada

• Engage customers in day-to-day activities, including offering financial advice, preparing financial reports, educating them on digital payment solutions, and planning future financial goals.• Reached 140% over target sales volume in new account opening, credit card activation, investments loans and line of credit.• Build customer confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking.

Richmond, British Columbia, Canada

• Oversee the company’s cash flow and financial reports, while maintaining relationships with financial institutions.• Analyze market trends and financial data to execute investment strategies that will maximize return for the company.• Directly responsible for ensuring the store consistently achieves or exceeds sales, KPIs, and profitability goals through the effective use of short – and long-term planning, expense control, sales, and service• Onboard Manage and train a team of sales associates as well as implement incentives for reaching performance targets.

Vancouver, British Columbia, Canada

• Work with cost plans, budgets, and other available tools to make business decisions to ensure maximum profitability• Manage, recruit, onboard, train, develop, and provide succession planning for the staff in the store• Achieve highest sales and KPI in region with a team of 8 sales associates

Bachelor Of Arts - Ba, Sociolgy - Statistical And Quantitative Analysis

Master Of Business Administration - Mba, Accounting, Finance And Management