Jiaxin(William) Wen

▪ Achieved 200% in YTD overall scorecard and 200%+ in every category.

▪ Achieved high client satisfaction by assisting with account and product management to ensure a positive experience through meaningful interactions and prompt resolution of inquiries and questions.

▪ Took accountability for client issues and escalated them to team members to provide optimized solutions.

▪ Introduced web and mobile applications to clients to ensure banking management efficiency.

▪ Excel in sales through in-depth everyday banking and credit product knowledge, adeptly aligning client needs with tailored solutions for optimal client satisfaction.

▪ Led front-line CSR duties and taught new employees after 2 months in the position to offload team members’ duties.

▪ Achieved 200% in the scorecard, which includes sales revenue and referrals.

Badmontion

Fitness

Hiking

Soccer