Sungwon An (Siena)
Summary
Experienced with financial service specialist and administrative professional with over 5 years of experience in financial industry. Agile with excellent client-focused financial solutions, achieving financial goals and administrative support. Committed to leveraging knowledge and experience to drive team success and contribute to organizational growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Corporate Loans Administrator
Steinbach Credit Union
06.2022 - 04.2024
- Supported corporate account managers in the delivery of products and services to members by composing correspondence and handling lending documentation.
- Provided transactional supports including setting up new facilities, advances, renewals and payouts.
- Managed security registrations and discharges for mortgage, personal property registry, insurances.
- Liaised with internal and external contacts such as law offices, financial institutions, land title office, insurance companies and municipal offices.
Member Service Representative
Steinbach Credit Union
06.2021 - 06.2022
- Processed non-cash transactions including opening new personal and business accounts, registered products, GICs, overdraft protection, credit cards and wires.
- Achieved sales targets by identifying sales opportunity and referring to appropriate departments.
- Enhanced member satisfaction with timely follow-ups and personalized advice.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
Commercial Teller
Steinbach Credit Union
04.2020 - 06.2021
- Processed cash transactions such as deposits, withdrawals, transfers, handling cheques, tax payments and currency exchange for commercial and agricultural members.
- Supported the achievement of team goals through active participation in sales initiatives.
- Handled confidential information, ensuring compliance with privacy regulations and policies at all times.
- Streamlined ATM operations with routine maintenance as back-up ATM teller.
Teller
Steinbach Credit Union
01.2020 - 04.2020
- Assisted members with account inquiries regarding account balances, transaction history, services fees and interest rates.
- Disbursed cash and cheques accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Improved member satisfaction by providing efficient and accurate transaction processing.
Customer Service Representative
KEB Hana Bank
03.2019 - 08.2019
- Managed high-volume cash transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
Education
College Diploma -
Seneca College of Applied Arts And Technology
North York, ON08.2018
Bachelor of Science - Bio-medical Technology
Sangmyeong University
Seoul, South Korea08.2015
Skills
Attention to Detail
Problem-Solving
Time Management
Multitasking
Customer Relations
Recordkeeping and File Management
Administrative Support
Certification
- Canadian Investment Funds Course (CIFC) - IFSE Institute - April 27, 2022
Timeline
Corporate Loans Administrator
Steinbach Credit Union
06.2022 - 04.2024
Member Service Representative
Steinbach Credit Union
06.2021 - 06.2022
Commercial Teller
Steinbach Credit Union
04.2020 - 06.2021
Teller
Steinbach Credit Union
01.2020 - 04.2020
Customer Service Representative
KEB Hana Bank
03.2019 - 08.2019
College Diploma -
Seneca College of Applied Arts And Technology
Bachelor of Science - Bio-medical Technology
Sangmyeong University
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