【2023/9-2024/2】 1.Comprehensive Understanding and Integration of Customer Financial Needs: • Proficient in managing a wide range of financial products, including domestic and foreign currency deposits, bonds, mutual funds, credit cards, and loans. 2.Relationship Management: • Successfully developed and maintained client relationships through proactive cold calling and personalized service. 3.Investment Market Insight and Tailored Financial Advice: • Provided in-depth investment market analysis and tailored financial recommendations to clients based on their age, family, occupation, and risk tolerance. 4.Exceptional Sales Performance: • Exceeded quarterly revenue targets by 100% within one month by leveraging insurance, bonds, and mutual fund products. 5.Cross-Departmental Collaboration: • Collaborated effectively with mortgage and insurance teams to deliver comprehensive financial solutions to my clients. 【2023/4-2023/9】 1.NT Dollar and digital counter financial transactions: including check deposits, various types of withdrawals and transfers, and digital counter services. 2.Promoting corresponding foreign currency deposit projects, credit cards, loans, and investment and wealth management services according to customer needs. 3.Processing incoming payments, bill payments, and tax payments, assisting with financial card and passbook management.

【Resposibility】 1. Negotiate 6 special stores for the company within two weeks. 2. Be a contact person to consult multiple customized product companies to discuss price, quantity, and product details (five products, each with at least 3 companies) 3. Write 5 administrative SOPs to facilitate the new employee in the department to get started quickly 【Project Experience】 1. Write practical articles on investment strategies for investment columnists, 2 author introductions, and 11 articles in the investment school series 2. Data records and observations of Discord, Facebook fans page and communities. 3. Special author's software Dragon Boat Festival flash sales plan. 4. Assist the team PM to test the app functions of Android and IOS, capture any problem 5. Assist PM to compile 9 customer APP feedbacks