Avatar of Sean Lee.
Sean Lee
Personal Banking Associate
ProfilCV
Postingan
0Koneksi
Cetak
Avatar of the user.

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.
Logo of the organization.
JOEY Restaurant Group
Logo of the organization.
BrainStation
大同區, 台北市, 台灣
Taiwan

Latar Belakang Profesional

  • Status sekarang
    Tidak bekerja
  • Profesi
    Spesialis CRM
    Akuntan
    Global Business Development Manager
  • Bidang
    Marketing / Komunikasi
    FinTech/ InsurTech
    Strategi
  • Pengalaman Kerja
    2-4 tahun (relevan 1-2 tahun)
  • Management
    Saya berpengalaman mengelola 5-10 orang
  • Skil
    International Sales & Marketing
    Sales & Customer Service
    Microsoft Office
  • Bahasa
    English
    Bahasa ibu atau Bilingual
    Chinese
    Bahasa ibu atau Bilingual
  • Pendidikan tertinggi
    Sarjana

Preferensi pencarian kerja

  • Status sekarang
    Siap untuk wawancara
  • Jenis pekerjaan yang diinginkan
    Full-time
    Tertarik bekerja jarak jauh
  • Jabatan pekerjaan yang diinginkan
    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
  • Lokasi pekerjaan yang diinginkan
    Taipei City, Taiwan
  • Bekerja lepas
    Pekerja lepas purna waktu

Pengalaman Kerja

Logo of the organization.

Office Manager

12/2020 - Sekarang
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
Logo of the organization.

Personal Banking Associate

09/2023 - 05/2024
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
Logo of the organization.

Customer Experience Associate

TD
Full-time
05/2022 - 09/2023
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
Logo of the organization.

Office Manager

03/2020 - 12/2020
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.
Logo of the organization.

Cash & Reconciliation Administrator

07/2019 - 03/2020
9 mos
Burnaby, Metro Vancouver Regional District, British Columbia, Canada
Daily cash balancing and profit recording for the restaurant. Office manager assistant.

Edukasi

Logo of the organization.
Lainnya
User Experience Design
2024 - 2024
Logo of the organization.
Lainnya
User Experience Design
2022 - 2023
Logo of the organization.
Sarjana Administrasi Bisnis
Business Administration and Management, General
2018 - 2022

Sertifikasi dan Lisensi

Coursera
Credential ID: 7MQGYCN2Q5KV
Berlaku hingga: 12/2033
LinkedIn
Dibuat 01/2021
Tidak Ada Tanggal Kadaluwarsa
LinkedIn
Dibuat 01/2021
Tidak Ada Tanggal Kadaluwarsa
LinkedIn
Dibuat 01/2021
Tidak Ada Tanggal Kadaluwarsa
LinkedIn
Dibuat 01/2021
Tidak Ada Tanggal Kadaluwarsa
LinkedIn
Dibuat 01/2021
Tidak Ada Tanggal Kadaluwarsa
LinkedIn
Dibuat 11/2020
Tidak Ada Tanggal Kadaluwarsa