ꔷ Managed retail and corporate banking services, including cash transactions, loss reporting, andaccount closures; served 30 to 40 clients daily, achieving 100% accuracy, 0% complaint rate, and99% customer satisfaction.  ꔷ Facilitated retail credit and financial consultations, processing 10 loan applications and assisting in the approval of 5 personal loans based on credit status, interview outcomes, collateral options, and bank policies.  ꔷ Recommended banking products and services, including debit and credit cards, to 100+ retail clients; addressed inquiries about product features, fees, annual yields, risk levels, and liquidity.

ꔷ Conducted market research on China's distressed property market and digitalization of banking sector; drafted 2 in-depth reports with 100-page in total and presented analysis to senior management. ꔷ Conducted a 500-respondent survey and performed quantitative analysis with Excel to facilitate a business proposal; distributed the proposal to government authorities for partnership opportunities.ꔷ Developed PowerPoint materials for a road show presentation on topics related to Metaverse and Web 3.0; delivered presentations to institutional clients through meetings.ꔷ Interviewed partners and senior managers and complied meeting minutes for internal use.

ꔷ Performed fraud investigation engagements for the local police department on a CNY 10 million pyramid scheme with over 300 victims; successfully identified fraudulent transactions through financial auditing, on-site visits, and operational due diligence, resulting in potential litigation.ꔷ Processed internal invoices and prepared journal vouchers; maintained accurate accounting records and file systems with 20% increased efficiency compared to other interns. ꔷ Conducted testing procedures of 2 tax accounts, including value-added tax on 6 listed companies, to ensure tax compliance with local government laws, policies and regulations.

ꔷ Facilitated a petroleum company’s CNY 20 million mid-term working capital loans by performing all lending functions, including on-site visits, loan due diligence, and repayment capacity analysis. ꔷ Accepted and processed a dozen private loan applications and approved 5 credit requests based on client histories, loan interviews, credit analysis, and bank policies and regulations. ꔷ Recommended bank products and services to potential retail customers by answering their questions on product usages, prices, availability, payment period, and credit terms.