王蔚涵 Email and Phone Number

• Collected customer information, assisted customers to open bank accounts to maintain daily work and regular customer;• Conducted risk estimation of credit card holders, received VIP clients to keep a good relationship with VIP clients;• Mastered the operation process of personal loan, credit card application, POS machine transaction, corporate banking to ensure the smooth running of the daily work;• Helped clients to download the CMB smartphone app, and activated the electronic bank, gave clients comprehensive explanation on the financial products to increase bank products sales.• Transferred complicated, knotty financial terminology to the approachable plain word, and never failed to express my ideas to clients to give them a good impression of this branch.• Recommended several prospective customers to choose the high-end credit card and VIP deposit card business of the bank to increase the amount of credit card issue.

• Check company’s financial health by analyzing company’s financial statements;• Joined the analysis of oncoming products and relevant successful cases to conduct report for future direction;• Assisted the chairman with paperwork, utilizing office software to improve her efficiency;• Assisted managers with clients meeting and documents.