工作职责：·Proactively communicate with clients to identify their unique insurance and financial needs ·Analyze portfolio investments and respective credit risk strategies to optimize risk and reward Conduct short-term and long-term analysis on individual stock performances versus portfolio fund performances ·Compare different financial products and conduct market research to build analysis on financial trends ·Engaged in learning and implementing typical product marketing plans issued by the head office ·Organized client data, investment portfolios, and prepare client case reports ·Followed up with customers who showed interest in particular insurance product regularly ·Ensured that appropriate information of the product or service endorsed is available

工作职责：·Inquired about the loan card and memorabilia statuses of each client company, and tracked their credit status ·Prepared detailed financial statements for client companies and calculated their overall credit ratings Assisted in reviewing and sorting company information and documents, photocopying, scanning, faxing, etc. ·Worked alongside the credit manager to create credit rating reports for corporate customers ·Achieved top 1% personal sales target by utilizing strong analytical skills to identify customer potential demands based on customer profiles, recipient of “Top Personal banking Representatives” ·Developed leadership through working directly with management to create a branch-specific training guide ·Improved monthly deposits by $800,000 through expanding client base and maintained customer relationship

工作职责：·Took the responsibility of managing industrial enterprise material cost accounting, the accounting procedures for the sales account, accounts receivable, accounts payable, the sales target accounting, and various statistics ·Assisted the chief accountant with other daily work such as cash management and various other paperwork