Colleen Yang, MBA

- Maintained effective communication with stakeholders to ensure project alignment and accuracy, providing outstanding customer service throughout. - Oversaw vendors and contractors, managing tasks from sourcing to quality control, ensuring projects were delivered punctually and within budget.

- Proactively acquired new affluent clients and nurtured existing customer relationships, consistently exceeding monthly KPIs for investment and mortgage referrals, new product openings, and deposits. - Built a book of business and focused on relationship management to deliver exceptional customer service. - Identified client needs and goals in the realms of business, mortgages, and investments, collaborating closely with advisors to deliver tailored solutions. Facilitated over $9 million in investment referrals and more than $30 million in home mortgages annually. - Maintained an in-depth knowledge and understanding of banking, credit, and investment solutions and services to provide clients with comprehensive recommendations. - Resolved customer issues while maintaining positive client relationships, escalating banking-related issues or potential business risks requiring in-depth evaluation in a timely manner. - Collaborated closely with a cross-functional team to address complex client needs, ensuring efficient processing of requests and enhancing overall client satisfaction. - Provided direct and dedicated support for financial advisors and loan officers, focusing on enhancing business development and driving growth. - Fostered collaboration with team members to consistently deliver outstanding client experiences, resulting in notable improvements in branch customer satisfaction scores.

- Worked closely with the sales team and the customer to provide efficient and comprehensive service; establish and maintain solid relationships. - Managed sales order/shipment processing, qualifying sales leads and prepared quotations to customers. - Developed and increased the growth of business with new and existing customers. - Assisted in the development and implementation of marketing activities. - Handled sales and service phone calls supported customers to solicit orders in an assigned territory - Answered customers' questions about products, prices and availability - Selected the correct products or assisting customers in making product selections based on their needs, product specifications and all other applicable regulations.