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: • Identify prospective customer through self-sourcing.• Analyze and interprets customer’s financial statements, loan applications and tax return with consideration of underwriting guidelines and loan programs.• Keep and update the log of credit approvals.Teller: • Process customer’s checks and cash deposits, check cashing and withdrawals, cash change orders, transfers from accounts; verify customer signatures on clearing checks.• Process deposits from mail-in, ATM and night depository.• Assist supervisors for ATM, vault cash balancing• Prepare Large Currency Transactions Report (CTR, FINCEN104) and Prepare currency shipment to/from FRB.

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