Taipei City, Taiwan
Graduated from Hsinchu Chung-Hwa University, worked for Esun Bank as a bank clerk for about 4 years,worked for Capital Securities Corporation as a stock broker for about half years.
Cheerful and lively personality, willing to learn, like to get along with people
六月 2021 - Present
(1) Assist the company in holding a number of financial seminars, and promote financial products by interacting with on-site customers, seeking service opportunities, and promoting financial products.
(2) Explore potential customers through network development and telephone interviews
(3) Serve as a community editor to maintain the company community, produce daily stock market information, and provide customers or online community reading.
During the tenure, the monthly performance is between 200 million and 300 million, and the average number of accounts opened per month is 15
五月 2017 - 三月 2021
took advantage of the opportunity of handling rotation to deepen job-related experience and learn different work skills,
solve customer's over-the-counter needs, and promote financial products to achieve company goals
2. Deposit handling
(1) Responsible for deposit, account opening, settlement, refund, loss reporting of cheque, and revocation of payment entrustment
3. Account management
(1) Responsible for branch accounting processing, long-term cooperation with customers such as school management committee accounting processing, exploring business opportunities through salary allocation opportunities, and opportunities to promote credit cards or wealth management products
4. AML handling
Assist branches in handling abnormal transaction accounts or auditing of suspected money laundering accounts
2012 - 2016
Taipei City, Taiwan
Graduated from Hsinchu Chung-Hwa University, worked for Esun Bank as a bank clerk for about 4 years,worked for Capital Securities Corporation as a stock broker for about half years.
Cheerful and lively personality, willing to learn, like to get along with people
六月 2021 - Present
(1) Assist the company in holding a number of financial seminars, and promote financial products by interacting with on-site customers, seeking service opportunities, and promoting financial products.
(2) Explore potential customers through network development and telephone interviews
(3) Serve as a community editor to maintain the company community, produce daily stock market information, and provide customers or online community reading.
During the tenure, the monthly performance is between 200 million and 300 million, and the average number of accounts opened per month is 15
五月 2017 - 三月 2021
took advantage of the opportunity of handling rotation to deepen job-related experience and learn different work skills,
solve customer's over-the-counter needs, and promote financial products to achieve company goals
2. Deposit handling
(1) Responsible for deposit, account opening, settlement, refund, loss reporting of cheque, and revocation of payment entrustment
3. Account management
(1) Responsible for branch accounting processing, long-term cooperation with customers such as school management committee accounting processing, exploring business opportunities through salary allocation opportunities, and opportunities to promote credit cards or wealth management products
4. AML handling
Assist branches in handling abnormal transaction accounts or auditing of suspected money laundering accounts
2012 - 2016