Ping Wang Email & Phone Number

Woodbridge

- Acquire new clients through approaching clients visiting the branch and calling based on the relationship list.- Engage and interest clients in discussions of their personal and financial matters.- Profile clients on their investment and banking needs, stage of life cycle, financial situation, tolerance of risk, etc. - Propose and sell appropriate investment and banking products.- Train tellers and banking staff on how to refer clients.Investment products are primarily… Show more - Acquire new clients through approaching clients visiting the branch and calling based on the relationship list.- Engage and interest clients in discussions of their personal and financial matters.- Profile clients on their investment and banking needs, stage of life cycle, financial situation, tolerance of risk, etc. - Propose and sell appropriate investment and banking products.- Train tellers and banking staff on how to refer clients.Investment products are primarily annuities, mutual funds, and life insurance policies. Included in banking products are home equity line of credit, credit cards, saving and checking accountsAchievements: Number one PFA in 2015 of the whole bank, and ranked top 5 from 2011 - 2014 bank Show less

Westport, Ct

- Actively contact customers, set up appointments, and meet customers.- Profile clients on their banking needs.- Recommend appropriate banking products and complete sales.- Discuss and analyze banking products with clients to help them understand how the products address their needs.- Refer potential investment clients to Financial Advisor.- Consistently ranked top performer.