Serena Sun work email
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Serena Sun personal email
A motivated seasoned business banking professional with 10+ years’ experience in banking & sales/business development. Trilingual with diverse experience in different cultures and industries. Results driven, strong interpersonal and organization skills, passionate to get things done. Proven track of record in growing clients base and branch revenues, and in great clients satisfaction.SIE license holder.
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Small Business ConsultantBank Of America Sep 2022 - PresentCharlotte, Nc, Us1. Owner of business accounts, business lending and credit products in the branch.2. Cold call to explore business opportunities.3. Build/manage/deepen business clients relationship to understand their needs to sell/educate.4. Cross-sell with merchant, ADP payroll and FA teams to drive business growth. -
Client Relationship ConsultantU.S. Bank Mar 2021 - Sep 2022Minneapolis, Mn, Us1.Provide solid advice to customers regarding financial services.2.Monitored issues carefully and reached out the customers to provide immediate resolution and maintain satisfaction.3.Built and maintained relationships with new and existing clients, depositing or transferring funds, updating account details.4.Communicated regularly with clients to understand need, cross-sell new product .5.Worked with clients to address and respond to client and partnership management issues.6.Identify potential clients and create opportunities to sell financial service. -
Personal BankerCiti Apr 2020 - Mar 2021New York, New York, Us1.Advise customers on bank services for their needs.2.Manage consumer account; small business accounts; special title account open, close and oversee transactions.3. Assist clients in opening lines of credit, home equity line or loan application.4. Identified customer financial needs through in-person efforts, clod calls, referrals and marketing while providing strong product knowledge and achieve personal financial goals.5.Maintain customer accounts and help resolve disputes.6.Rsolve debit and credit issues.7.Complete basic data-entry and administrative duties.8.Helping clients make financial decisions. -
Onboarding SpecialistCargo Sep 2018 - Jan 20201.Maintain a close working relationship with customers.2.Assist with Uber drivers with company mobile app usage, implementation, and problem resolution.3.Run local on-boarding event; attract new drivers, explain Cargo benefit for local community service.4.Respond promptly to customers issues, questions and concerns. 5.Monitor inventory stock level and propose a plan that improves daily logistics.6.Establish effective networks to develop new clients.
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Customer Service AdviserT&M Kitchen Supplies Wholesale ( Family Enterprise) Sep 2013 - Jun 20181. Handle customer service inquiries in high phone/email volume environment.2. Arrange container transportation, invoice settlement.3. Locate optimal suppliers and monitor product quality.4. Responsible for product promotion.5. Responsible for the collection, warehousing and distribution of restaurant supplies.
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Sales RepresentativeSidi Information Technology Co,. Ltd Nov 2011 - Apr 20131. Managed relationship with clients.2. Advertised and promoted existing and new products.3. Managed client complaints and monitored customer satisfaction and improved service quality.4. Followed up on product pricing and negotiation, & settlement of account receivables.5. Coordinated and communicated with strategic partners.6. Organized client and company meetings, collated and presented feedback from clients.7. Prepared, modified and signed business contracts for financial security and fund firms.Major company team projects:* Online business platform for China resources Szitic Trust. (Hong Kong).* Online modification and online store design for Goldstate Securities.* Online portal development for Changjiang Securities (HK).* Trading terminal development for Essence Securities.* Online system and comprehensive platform for Lianna Securities.* Web development of futures, FOREX and funds for Everbright Securities.
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Sales RepresentativeSuying Tech Co,. Ltd. Feb 2010 - Oct 20111.Responsible for the cooperation with operation companies and to promote project development and implementation.Major cooperating operators include: Guangdong Telecom, Sichuan Telecom, Hubei Unicom,Shanghai Telecom, Shanghai Telecom Research Institution, including strategic cooperation with IntelCo. and ensuring its smooth operation. 2. Organize meetings, prepare relevant materials, collate minutes recordings, and arrange meeting agendas. 3. Collect, analyze data, and report client complaints.4. Prepare, modify and sign business contracts. Follow up on product pricing and expedite account receivables. 5. Maintain and follow up with prospective clients. Introduce products and handle client feedback.6. Coordinate the implementation of projects with other departments, and the general manager in relevant outreach activities, along with assisting with various marketing events.
Serena Sun Education Details
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Changsha Vocational & Technical CollegeMould Design And Mechanical Automation -
City College Of San FranciscoCommunication & Business Course
Frequently Asked Questions about Serena Sun
What company does Serena Sun work for?
Serena Sun works for Bank Of America
What is Serena Sun's role at the current company?
Serena Sun's current role is Small Business Consultant.
What is Serena Sun's email address?
Serena Sun's email address is se****@****ncy.com
What schools did Serena Sun attend?
Serena Sun attended Changsha Vocational & Technical College, City College Of San Francisco.
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