wei-jen chen

About

* 5+ years of financial work experience in highly intense environment. * 4 years of team work and leadership experience. * Integrated financial skills and knowledge from academic education. * Completed several financial projects closely based on real-world scenarios during graduate school. * Achieved accounting and banking job duties and objectives. * Successful banking products sales by excellent communication skills with customers.

Country

united states

City

jersey city

Industry

accounting

Skill

microsoft office, microsoft excel, microsoft word, customer service, powerpoint, retail banking, dreamweaver, derivatives, economics, equities, fitness, financial risk, customer insight, financial accounting, management accounting, marketing, marketing strategy, marketing communications, market research, english

Experience

administration staff

anz signature priority banking

2007-4 - 2008-2 · 11 mos

* Performed filing and payroll administration. * Grouped insurance and recruitment related files.

branch teller

cathay united bank

2008-2 - 2010-3 · 2 yrs 2 mos

* a) Chief of Marketing Projects * Developed and executed marketing strategies and promotions for banking products. * Led Marketing Team, consisting of 13 junior employees, to conduct research and analysis. * Consulted with marketing department of headquarters and communicated to staff. * Increased the sales ranked in entire company from 70% to top 5%. * b) Branch Teller * Resolved customers needs and issues, supported branch daily affairs, and referred financial products. * Built customer loyalty; established and improved customer relationships by visiting regularly. * Assumed special teller for VIP clients chosen by manager through proficient and effective services * Comprehended with diverse business in banking; including Foreign Exchange Business, Checking Banking Services, Credit Card Business, and Automated Banking.

accounting and auditing director

chung-hsin accountant office

2010-4 - 2012-5 · 2 yrs 2 mos

* Created and coordinated work schedule, resulting in greater efficiency and streamlined operation. * Served as liaison between staff and clients, earning their confidence with reliable follow-through and clear communication. * Assisted in preparing reports and completing related reconciliations to ensure accurate compliance with firm policies and professional standard. * Trained and supervised both permanent and temporary staff, and reviewed staff performance and provided feedback

Education

tamkang university

economics

2002-1 - 2005-1 · 3 yrs 1 mo

Activated in all kinds of sports team and part-time jobs, such as tutor and sales. Activities and Societies: A member of class-basketball team and college pool team.

boston university

financial economics

2013-1 - 2014-1 · 1 yr 1 mo

Got A grade in a half of all courses. Chose finance relative courses for all electives courses. Used historical stock prices for domestic and international equity portfolio projects to check the performance of the certain stocks in Excel. Did the research and had a presentation for hedge funds. Took Legal and Regulatory Issues in the Financial Industry to realize the regulation in financial environment. Activities and Societies: Boston University Taiwan Student Association (BUTSA)