Sales Manager

L I L I CHAN

**** **** ******, ***** *, Brooklyn, New York 11219

cell 917-***-**** • *********@*****.***

JP MORGAN CHASE BANK, N.A., New York, NY April 2011 - Present

Personal Banker

• Reporting to the Branch Manager, responsible for driving revenue through direct sales of

personal accounts, loans and lines of credit.

• Meet with clients on a regular basis to assess their financial needs and growth

opportunities.

• Provide clients with the tools, information, and benefits to assist them in attaining their

f inancial goals.

• Proactively meet with customers face to face and over the phone to discover their financial

needs and provide product and service recommendations.

• Develop and maintain relationships with partners such as Financial Advisor, Loan Officers,

and Business Bankers to maximize sales opportunities and achieve sales standards with the

goal of acquiring 100% of the client’s financial services business.

GLOBAL EASY PAYME N T SOLUT IO NS, B rooklyn, NY 2010 – April 2011

Senior Executive Assistant (merchant credit card processing)

• Manage and supervise workflow between sales agents and graphic designers to deliver

p rojects on time.

• Develop and foster positive ongoing relationships with merchants, agents, and other referral

sources.

• Create new departmental guidelines for handling customer requests for products and

services.

• Prepare monthly metrics of profitability and sales for senior management.

ANC H I N, BLOCK & ANC H I N L LP, New York, NY 2008 – 2009

Tax Intern

• Assist in preparation of Federal and State Income Tax Returns, extensions and estimated

t ax calculations for individuals, partnerships, and t rusts, etc.

• Collaborated with Seniors and Managers, providing support for returns, e.g. in preparing

w ri te-up, capital gain and loss reconciliation, and t racking open items.

• Participated in tax season cycles to meet stringent deadlines.

ED UCAT ION

Bachelor of Business Administration in Accounting Graduated 2009 GPA 3.2

Baruch College of New York, New York

COMP U TER SK I L LS

Proficient in GoSystem, GoFileRoom, MS Word, Excel, PowerPoint.

Working knowledge of ProSystem Engagement, SuperForm SurePrep.

PROFESSIONAL L ICE NSES

Series 6, Series 63 and Life Insurance.

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