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Sean Lee
Personal Banking Associate
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Sean Lee

Personal Banking Associate
Professional finance client-focused associate with over 3 years in relationship management, solutions consultation, and operational support. Skilled at educating clients on portfolio optimization, securing new business opportunities, adhering to compliance, and training small teams. With a strong consultative approach to clients and colleagues, I am eager to contribute my transferable skills to new challenges across various industries and apply my proficiency in both English and Mandarin to connect with diverse stakeholders.
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JOEY Restaurant Group
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BrainStation
大同區, 台北市, 台灣
Taiwan

Professional Background

  • Current Status
    Unemployed
  • Profession
    CRM Specialist
    Accountant / Treasurer
    Global Business Development Manager
  • Fields
    Marketing / Communications
    FinTech / InsurTech
    Strategy
  • Work Experience
    2-4 years (1-2 years relevant)
  • Management
    I've had experience in managing 5-10 people
  • Skills
    International Sales & Marketing
    Sales & Customer Service
    Microsoft Office
  • Languages
    English
    Native or Bilingual
    Chinese
    Native or Bilingual
  • Highest Level of Education
    Bachelor

Job Search Preferences

  • Current Status
    Ready to interview
  • Desired Job Type
    Full-time
    Interested in working remotely
  • Desired Positions
    English related jobs , Administration/ Coordinator, Secretary, Receptionist , International sales 行政專員,總機接待人員,秘書,國外業務
  • Desired Work Locations
    Taipei City, Taiwan
  • Freelance
    Full-time freelancer

Work Experience

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Office Manager

Dec 2020 - Present
Burnaby, Metro Vancouver Regional District, British Columbia, Canada
• Managed a payroll fund of $220K+ by bookkeeping and verifying all payroll hours for over 240 employees on a biweekly basis. • Distributed $15K+ of gratuities on a bi-weekly basis using Microsoft Excel to organize, track and ensure accurate allocation to all kitchen and salary staff • Responsible for daily restaurant cash balancing, accounts payable and invoicing, theft detection, training and maintaining health and safety standards
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Personal Banking Associate

Sep 2023 - May 2024
9 mos
Burnaby, Metro Vancouver Regional District, British Columbia, Canada
• Facilitated 100+ weekly transactions, including account openings and loan applications, by proactively addressing client concerns, ensuring a smooth and compliant documentation process, which maintained client confidence • Guided new clients through full onboarding process, including digital banking, account setup, KYC documentation, and product selection • Developed client relationship and referred 10+ high-net worth individuals, adding over $10M in potential managed assets to branch portfolio
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Customer Experience Associate

TD
Full-time
May 2022 - Sep 2023
1 yr 5 mos
Metro Vancouver Regional District, British Columbia, Canada
• Maintained a 100% accuracy rate on over 100+ daily financial transactions by developing a meticulous double-check system, maintaining full compliance and increase client confidence and trust • Generated $2M in business for Branch 0566 by leveraging the financial planner referral program, exceeding personal referral targets for the entire year
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Office Manager

Mar 2020 - Dec 2020
10 mos
Burnaby, Metro Vancouver Regional District, British Columbia, Canada
Responsible for daily restaurant cash balancing, bi-weekly payroll, accounts payable and invoicing, theft detection, maintaining health and safety standards, and following HR policies.
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Cash & Reconciliation Administrator

Jul 2019 - Mar 2020
9 mos
Burnaby, Metro Vancouver Regional District, British Columbia, Canada
Daily cash balancing and profit recording for the restaurant. Office manager assistant.

Education

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Other
User Experience Design
2024 - 2024
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Other
User Experience Design
2022 - 2023
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Bachelor of Business Administration (BBA)
Business Administration and Management, General
2018 - 2022

Licenses & Certifications

Coursera
Credential ID: 7MQGYCN2Q5KV
Expiration Date: Dec 2033
LinkedIn
Issued Jan 2021
No Expiration Date
LinkedIn
Issued Jan 2021
No Expiration Date
LinkedIn
Issued Jan 2021
No Expiration Date
LinkedIn
Issued Jan 2021
No Expiration Date
LinkedIn
Issued Jan 2021
No Expiration Date
LinkedIn
Issued Nov 2020
No Expiration Date