Marcus Yeung Email & Phone Number

Los Angeles, Ca, Us

Temple City, Ca

Temple City, Ca

San Marino, Ca

Alhambra, California

Managed a portfolio of $130 million in new and existing commercial, retail and private clientsManaged branch operations and sales employees (i.e. training, work allocation, approvals etc.)Responsible for fostering growth of relationships though sales and service of banking productsReviewed credit and financial information necessary to assess financial facilities in commercial and consumer loans/lines of credit. Acted as liaison/negotiator between various internal departments (i.e. credit managers, underwriters, processors etc.) and customer’s financial team to reach favorable lending decisions and pricing Developed methods to streamline daily functions to improve branch productivity and salesTrained operational and junior sales staff in bank’s financial products by increase knowledge and instill confidence during customer profiling for increase in branch referral opportunities and cross-sellingWorked with a team of internal business partners to forage deeper client relationships (i.e. cash management service, private banking, wealth management / investment service etc.) Conducted routine customer and referral source visits for retention and further development of banking relationships. Attended customer events (i.e. seminars, conventions, fundraiser etc.)Fostered superior customer service by balancing operational controls and customer service in order to minimize riskPlanned and attended bank sponsored marketing events outside of normal operating hours (i.e. Chamber of commerce, March of Dimes, Asian Expo, Lunar Festival, Jr Achievement etc.)Prepared weekly pipeline reports and additional reports required for management meetingsResponsible for daily opening and closing procedures and security protocolsResponsible for the branch in manager’s absence

Alhambra

Generated new business through outside calls, and referral sources (i.e. CPA Firm, Law Firms) Interviewed loan applicants to determine credit qualifications and borrowing needs Recommended loan requests within guidelines of return on assets and credit qualityPerform daily audit of new account reports to ensure proper process and compliance to regulationsReviewed, audited, and maintained legal files for intricate cases (i.e. trusts, conservatorships etc.) Designated as regional trainer for new employee’s in sales positions

Alhambra

• Generated new business through in-branch selling, telemarketing and targeted direct mailings. • Audited marketing materials to ensure compliance • Participated in selling and cross selling bank products• Participated in events that demonstrated support for the community• Open new accounts for both business and personal customers• Completed documentation required to establish and maintain new accounts• Performed operational duties (i.e. opening teller window, balance ATM, pulled night drop etc.)• Provided superior customer service

Alhambra

• Open new accounts for both business and personal customers• Completed documentation required to establish and maintain new accounts• Performed operational duties (i.e. opening teller window, balance ATM, pulled night drop etc.)• Provided superior customer service

Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law

Education record

Wine Steward/Sommelier

Development Economics And International Development