Jerry Meng Email & Phone Number

California, USA

California, USA

• Personal Banker:
• Helping Customer Open new accounts and due diligence on accounts opened.
• Identify customers’ needs and cross-sell bank products/services to customers.
• Take incoming phone calls, answer customer inquiries, transfer calls as requested.
• Process customer’s wire transfer applications, stop payments, internal fund transfers and other account information maintenance/inquiries.
• Order checks and debit card; enroll customers into Internet banking.Mortgage Loan Originator:

Beijing City, China

• Assisted manager with stocks selection through analysis and supported reception.
• Worked on securities selection including stocks analysis and forecasting.
• Supported customers on how to set up a stock account.
• Assisted manager to analyze stocks for various customers.
• Worked on multiple funds and how to promote them.

Norman, Oklahoma

• Designed a hat and performed analysis on local manufacturer with team members to support a boy who was suffering from muscle atrophy.
• Cooperated with group members to design a special hat with University of Oklahoma logo.
• Performed analysis on which sponsor and manufacturer could support product.
• Supported a boy suffering from muscle atrophy to achieve his dream with the money gained from the project.

Beijing City, China

• Supported with credit card business and the sale’s team with various funds.
• Worked on individual accounts and finance management.
• Increased credit card business through promotion and assisting customers.
• Handled credit card accounts, updated customer information, and promoted products of fund.

Beijing City, China

• Resolved around 2000 student cases.
• Supervised on student training programs.
• Supported school accounting department for Student tuition and other expense, such as utilities.

Master Of Science - Ms, Finance, Good

Activities and Societies: • Recipient, Academic Scholarship

Bachelor Of Business Administration (Bba), Finance, Good

Activities and Societies: • Recipient, Scholarship of International Leadership • OU Society of Chinese Scholarship