Camping
Yi-Chia Huang
Department Secretary
Tainan City
Summary
Dynamic Financial Consultant with a proven track record at Cathay United Bank, enhancing client satisfaction through personalized financial advice and strategic wealth management. Excelled in team building and effective communication, significantly expanding the client base. Skilled in insurance planning and adept at resolving customer complaints, demonstrating adaptability and a commitment to excellence.
Overview
4
4
years of professional experience
Work History
Financial Consultant
Cathay United Bank
09.2022 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
Receptionist
Silks Place Tainan
07.2020 - 11.2021
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
Education
Bachelor of Science - Department of Modern Language
National Pingtung University of Science And Tech
Pingtung City, Taiwan 04.2001 -
High School Diploma -
Deguang Catholic Senior High School
Tainan City 04.2001 -
Skills
Insurance Planning
Wealth Management
Retirement planning
Customer Complaint Resolution
Adaptability
Team building
Time Management
Effective Communication
Interests
Workout
Traveling
Timeline
Financial Consultant
Cathay United Bank
09.2022 - Current
Receptionist
Silks Place Tainan
07.2020 - 11.2021
Bachelor of Science - Department of Modern Language
National Pingtung University of Science And Tech
04.2001 -
High School Diploma -
Deguang Catholic Senior High School
04.2001 -
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