Judy Long Email and Phone Number
Judy Long work email
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Judy Long personal email
Exceptionally seasoned, accurate, multilingual banker, focused on high net-worth clientele, with an outstanding sales and client service record. In-depth knowledge of banking operations, compliance, deposit, loan and credit products. Able to explain complex financial concepts to a wide variety of professional, non-professional and international audiences. Adept at teamwork or working independently.Core Qualifications: • Successful seasoned banker in new business development starting from scratch by establishing professional client relationships through high level service, outbound/inbound calls, utilizing a book of business in Salesforce, cross-selling as well as clients’ and business partner recurring referrals.• Provide extraordinary client service by taking initiative and going the extra mile to resolve client issues to ensure that their needs are met.• Extensive knowledge in all aspects of federal banking operations, compliance, AML regulations, deposit, loan and credit products, conducting domestic and international wire transfers, ACH, account transfer, KYC and account closing.• Results-driven, analytical thinking, detail-oriented, accurate with strong organizational, time management, problem solving, computer and math skills as well as hard working team player with a positive attitude. • Computer skills: MS office (Outlook, Word, Excel, PowerPoint), MS Teams, Concur, CRM Salesforce, DocuSign, Google Apps (Gmail, Google Docs, Google Slides, Google Calendar) and Workday.• Multilingual skills: Fluent in English, Mandarin Chinese, Taiwanese and basic Japanese.
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Personal Banker Flagship Financial CenterCibc Us Jun 2023 - PresentChicago, Il, Us• Assist to establish, develop and manage a brand new, banking flagship financial center in the U.S. west coast market. Run the branch when manager is absent.• Exceeded 208% of entire 2024 fiscal year referral goals in just the first quarter and 483% referral goals as of September 2024. Referral goals include: referrals to private bank, private wealth, treasury management, merchant services, Agility digital banking, mortgage, business and consumer lending. • Engaged, discovered and referred high net worth clientele to private bankers as well as provide support for remarkable client experience.• Specialize in consumer and business banking products and solutions, especially high net worth individuals.• Execute onboarding and account opening for consumer, business and cross-border accounts. Coordinate with operational teams to ensure exceptional client experience.• Strictly follow CIBC policies and procedures to control risk, meet AML regulations, prevent fraud and maintain compliance to do the right thing for both clients and bank. Assist in monthly and quarterly audits.• Work as a cohesive team with private wealth, treasury management, small business and consumer lending, commercial and Agility digital banking.
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Personal Banker Flagship BranchCiti May 2021 - May 2023New York, New York, Us• Ranked top # 2 performer in President Club tier and accomplished 149% of sales goals in San Francisco/Marin district in November 2022.• Accomplished 161% of goal in net consumer deposit sales growth of $4,953,000 as well as 200% of goal for a total of 6 new to bank Citigold households and 8 Citigold enhanced clients in September 2022 QTD.• Develop and deepen book of business through outbound/inbound calls, exceptional client experience, implement appropriate sales plans, recognize clients’ needs, sell and cross sell bank products and services by referring other business partners.• Assist in training and coaching other team members, help manage branch activities, open and close branch, corroborate compliance with internal operating procedures and KYC requirements.• Reinforce branch lobby management by creating a warm, welcoming Citi environment as well as proactively handling clients’ issues, account inquiries with accurate and courteous responses as well as work as a liaison with other departments to meet clients’ needs. • Initiate and input domestic and international wire transfers by following bank policies and procedures as well as ensuring compliance to OFAC regulations. -
Relationship BankerBank Of The West Oct 2020 - May 2021Chicago, Illinois, Us• Sell and cross sell bank products and services by recognizing client banking needs as well as fostering client loyalty through exceptional client service.• Initiate client transactions such as deposits, withdrawals, account transfers, account closings, ACH as well as credit card applications, order debit cards and checks.• Support internal and external clients by phone, email and in person with transaction requests, issue resolution, account inquiries with accurate and courteous responses as well as work as a liaison with other departments to meet clients’ needs. • Assist in audits of the department’s new accounts and maintenance changes to ensure compliance with internal operating procedures and KYC requirements.• Initiate and input domestic and international wire transfers by following bank policies and procedures as well as ensuring compliance to OFAC regulations. -
Administrative AssistantMeta Alpha Sep 2008 - Sep 2020• Assisted executive with calendar management, domestic and international travel arrangements and restaurant reservations.• Other administrative tasks and clerical duties.
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Financial Service OfficerBank Of The West Feb 2007 - Jun 2008Chicago, Illinois, Us• Developed strategies to increase the book of business in deposit accounts as well as cross-sell consumer and business loans, lines and mortgages to business partners.• Achieved 275.63% deposit goals and 975% loan goals at Bank of the West, June, 2008.• Complied with all applicable banking regulations, policy and procedures to serve clients’ best interest and enhance client satisfaction. • Assisted when necessary to manage branch activities, teller, ATM and operational support as well as conduct branch compliance and sales reports.• Managed and troubleshooted internal and external clients in-person, over-the-phone and email in a courteous and timely manner.• Created, verified and completed accurate and timely domestic and international wire transfers.
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Owner Of Lecanvas.ComLecanvas.Com Apr 2005 - May 2007• Conceived and created the concept for an online custom portraiture business.• Managed international artist network.• Created and managed workflow process for client product selection ordering from overseas suppliers and fulfillment in the U.S.
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Client Financial AnalystCiti May 2004 - Mar 2005New York, New York, Us• Sold consumer and business products: checking, savings, CDs, IRAs, loans and lines.• Ranked among top seven performers nationally in marketing promotion.• Provided extraordinary client service as well as helped solve clients’ financial problems by finding the right solution.• Performed account maintenance, ordering ATM cards and checks, as well as safe deposit box assistance.• Responsible for inputting and reviewing domestic and international wire transfer documentation for completeness and accuracy.• Previously obtained series 6, 63 and insurance licensing. • Followed legal and regulatory requirements in all actions as established by the bank as well as state insurance providers, securities regulators, FINRA, SEC, and other applicable government and nongovernmental agencies.
Judy Long Education Details
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San Francisco State UniversityMarketing -
City College Of San FranciscoArchitecture
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Tokyo Designer Gakuin CollegeCommercial Visual Design
Frequently Asked Questions about Judy Long
What company does Judy Long work for?
Judy Long works for Cibc Us
What is Judy Long's role at the current company?
Judy Long's current role is Personal Banker | US Region | Retail and Digital Banking | CIBC Bank USA.
What is Judy Long's email address?
Judy Long's email address is ju****@****oup.com
What schools did Judy Long attend?
Judy Long attended San Francisco State University, City College Of San Francisco, Tokyo Designer Gakuin College.
What are some of Judy Long's interests?
Judy Long has interest in Japanese And Korean Gourmet Cooking, Chinese, Californian, Enjoy French, Also Enjoy Extensive Travel In Europe, Italian.
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