Jiaxin(William) Wen

▪ Actively supported the training and onboarding of new branch team members by sharing product knowledge, system navigation, and best practices in client interactions.

▪ Achieved 185% in YTD overall scorecard and 150%+ in every category during 2025. Significantly drove branch growth by exceeding my sales credit goal by outstanding performances in Term investment 351% and Small business banking 361%

▪ Achieved 190% in YTD overall scorecard during 2026 Q1 and till now. Achieved 310% in Small business banking area, 684% in Mutual funds and 277% in Term investments.

▪ Served as a key frontline resource, proactively addressing the majority of walk-in customer needs and inquiries to ensure efficient branch flow and high client satisfaction.

▪ Demonstrated strong leadership at the front desk by taking ownership of complex client situations and supporting teammates during peak hours.

▪ Partnered with advisors and management to ensure clients were smoothly supported and assisted throughout the branch.

▪ Achieved 190% in YTD overall scorecard and 190%+ in every category during 2024.

▪ Achieved 218% in YTD overall scorecard till now

▪ 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.

▪ During my tenure as a Personal Banking Associate, I consistently supported branch operations by actively assisting in the onboarding and coaching of new team members, while independently resolving the majority of frontline customer needs, demonstrating strong leadership and ownership at the branch front desk.

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

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

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