找工作
找企业
工具
资源
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.
JOEY Restaurant Group
BrainStation
大同區, 台北市, 台灣
台湾
专业背景
- 目前状态待业中
- 专业客服专员・出纳员・海外商务开发・企划人
- 产业行销 / 沟通・财务技术 / 保险技术・策略
- 工作年资2 到 4 年 (1 到 2 年相关工作经验)
- 管理经历我有管理 5～10 人的经验
- 技能
- 语言能力English・母语或双语Chinese・母语或双语
- 最高学历大学
求职偏好
- 目前状态正在积极求职中
- 预期工作模式全职・对远端工作有兴趣
- 希望获得的职位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
- 期望的工作地点台北市, 台灣
- 接案服务全职接案者
工作经验
Office Manager
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
Personal Banking Associate
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
Customer Experience Associate
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
Office Manager
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.
Cash & Reconciliation Administrator
Burnaby, Metro Vancouver Regional District, British Columbia, Canada
Daily cash balancing and profit recording for the restaurant. Office manager assistant.
学历
其他
・
User Experience Design
其他
・
User Experience Design
工商管理学士（BBA）
・
Business Administration and Management, General资格认证
Coursera
LinkedIn
LinkedIn
LinkedIn
LinkedIn