Jessie Lee

• Handling the granting of a loans within my limit including the compliance.
• Business development to the local retail stores by door locking.
• Promoted business development and new opportunities by engaging and meeting with prospective clients also engaging vanity different community such as Korean, Chinese, Indian, etc.
• Successfully complete the Ukrainian promotion.
• Engaging community events to obtain more businesses.
• Developed strong relationship with members that able to bring in multiple businesses over to make the branch success
• Gathered information of member to create suitable client financial strategy also made successful referrals.
• Involved in women leadership in contacting the local community.

• Monitored daily operations and supported Branch in necessary duties.

• Provided bank leadership in absence of branch manager

• Developed strategy to achieve target sales goals.

• Maximized sales potential by training new members in improved sales strategies.

• High problem solve skills to keep customer's satisfactions

• Counseled clients on profitable strategies to support informed decision-making on investments, financing and partner sourcing. (Private banking and Wealth)
• Took advantage of gaps in market and reached out to potential new clients.
• Kept abreast of financial impact of clients' life changes to meet needs and target new areas of growth. (mortgage retention and GIC retention)
• Partnering with other Specialist to close the deal. (FP, Wealth&Private Banking, MMS, UW, etc.)
• Highest performer in the region during pandemic

• Developed and expanded financial planning relationships with customers through loyal and dedicated service.
• Devised business plan and identified target customers.
• Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.

• Developed and deepened relationships with new and existing clients to advance progress and improve business.
• Consulted with clients to assess and meet short- and long-term financial goal.
• Assisted clients with planning for and funding retirements using mutual funds and other strategies.

• Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
• Delivered informational sales presentations to potential investors to build symbiotic client relationships.
• Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
• Top Performer In two Quarters in 2016 & 2017

• Assisted customers with price checks, lifting heavy items and addressing other inquiries.
• Engaged customers with proactive strategies to understand needs and develop successful solutions.
• Improved service quality and increased sales by developing strong knowledge of company's products and services.

• Educated customers on special pricing opportunities and company offerings.
• Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
• Fielded customer complaints and queries, fast-tracking them for problem resolution.