Gege Fan

Experience

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  China Construction Bank (Asia) Corporation Limited

  May 2015 - Aug 2015

  Intern

  *Demonstrated strong communication skills by greeting customers in the lobby and directing to the requested location *Documented and processed national transactions/currency exchanges*Trained customers on the use of automated services/machines*Integrated customer service skills to assist up to 200 clients with money transfers/deposits/withdraws*Exhibited patience and analytical skills to calculate and explain various yearly, quarterly, and monthly interest rates to customers

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  Chase

  Jul 2017 - Jul 2020

  Personal Banker II SBS

  ● Managed assigned clients and proactively met with them in person and/or over the phone to build long-lasting relationships, discovered clients’ financial needs, and tailored investment advice and solutions.● Presented financial products and services while proactively educating clients on using available access channels.● Provided excellent customer service representing the branch store, and exhibited strong customer service skills.● Partnered with the Financial Advisor, Home Lending Advisor, and Business Relationship Manager to connect clients to advisors who can help with specialized financial needs.● Accurately managed and executed monetary transactions such as deposits, payments, withdrawals, etc. Protect the branch from financial loss by identifying fake IDs and forged currency. ● Served as one of the key holders and assisted with opening and closing the branch. Show less

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  New York Life

  Feb 2021 - Jul 2021

  Agent

  ● Developed and managed relationships with prospects and clients, and discover their individual insurance needs and financial goals. Prepared comprehensive plans to help them reach their financial goals. ● Reviewed client annual insurance reports and adjusted the insurance products to meet clients’ needs.● Completed client applications and required forms, ensured all the necessary information was gathered for underwriting, in collaborating with field service operations and underwriters throughout the process.● Consistently met and exceeded agency goals during my tenure while maintaining a 100% client satisfaction rate. Show less

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  SEPHORA

  Jun 2022 - Jan 2023

  Beauty Team Leader

  ● Provided effective leadership to the Beauty team by fostering a strong partnership with the Ohio District Manager, ensuring alignment with organizational goals and objectives.● Recruited, hired, and trained a team of exceptional talent, driving the delivery of a positive and compelling client experience while achieving store sales targets.● Strategically planned and executed promotional events, effectively communicating advertising and sales information to beauty advisors and the retail manager.● Orchestrated and supervised the schedule of weekly projects, accurately anticipating timelines for milestones and completion dates, ensuring efficient task management.● Conducted in-depth analysis of store Key Performance Indicators (KPIs), effectively forecasting sales trends and identifying opportunities for improvement. Presented actionable plans to enhance the overall client experience.● Upheld the store's aesthetic standards by ensuring the display of updated marketing materials and introducing new products to maintain a visually appealing retail environment. Show less

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  Citi

  Jan 2023 - now

  Personal Banker

  ● Assumed responsibility for client relationships by proactively understanding their financial objectives and challenges. This personalized approach led to tailored financial solutions, resulting in heightened client satisfaction and loyalty.● Ensured comprehensive support to clients from problem identification to resolution, consistently following up to guarantee their needs were met. Actively pursued skill enhancement and knowledge enrichment.● Provided valuable support to the branch manager by employing wealth management strategies and superior problem-solving skills, culminating in a remarkable 20% increase in new business. Additionally, aided in managing branch employees' schedules.● Collaborated with Home Lending and Investment departments to streamline communication and deliver personalized solutions to customers, fostering improved service delivery.● Upheld an exceptional standard of customer service, ensuring every client interaction was characterized by professionalism, empathy, and efficiency. By consistently exceeding client expectations, not only did I ensure their satisfaction but also built a foundation of trust crucial for fostering long-term relationships.● Played a pivotal role in training and mentoring new hires and support staff, fostering an environment conducive to idea generation, knowledge sharing, and a collective commitment to the company's success. Show less