Vanessa Wei Ye Email & Phone Number

Cupertino, California

An insurance and series 7 licensed banker. 4+ years Banking experience in Wealth Management Department.5 years+ Customer service experience. Sales Assistant: Assisting Financial Advisor with all aspects of needs for existing and potential clients. Answer phone calls and take messages for client’s related questions. Follow up to resolve problems and give more appropriate recommendations. Approach potential clients to build up relationships during the call. Understanding client’s financial needs then refer to Financial Advisors to benefit clients and also find more business opportunities for bank. Providing assistance in day-to-day clients paperwork and transactions processing. Prepare paperwork/applications for new clients, make sure paperwork accuracy and upload/submit applications for approval of account opening. Maintain appointment schedule for existing and potential clients. Generate monthly production report, revenue report, and commission report. Maintain required record keeping for all accounts. Collaborate with vendors regarding specification changes, policy issuing and cancellations. Coordinate with other departments.

Fremont, California

Fremont

Using SAP system. Preparing materials for daily production line, controlling usages of materials, balancing and moving supply, checking short inventory, etc.