Customer Service Manager

Edmund Wei Ling

Elmhurst, NY *****

Email: **.*****@*****.***

Tel: 917-***-****

Summary of Qualifications:

A performance driven manager with proven track records of successes in sales leadership, relationship management and business development.

Excellent skills in leading team to deliver high impact results.

In-depth knowledge in banking and financial services industry.

Bilingual: Fluent in English and Chinese (Mandarin and Cantonese).

Work Experience:

2013 - 12/2016: Capital One Bank, Queens, NY

Branch Manager

Responsible for the administration and efficient daily operation of a full-service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with the company's objectives. Responsible for meeting overall sales and service goals.

Won numerous awards including the highest in overall KPIs performance in Queens Borough Market in 2014. Continued to deliver high impact performances in 2015 and 2016.

Implemented critical best practices to pass annual branch audit in 2014, 2015 and 2016.

2011 – 2013: HSBC Bank USA, Queens, NY

Cluster Branch Manager

Responsible for the administration and efficient daily operation of a full-service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with the company's objectives. Responsible for meeting overall sales and service goals.

Turned around an underperformed branch to a high impact financial center in 2012.

Promoted to Cluster Branch Manager, responsible for two branches in 2013.

2010 – 2010: Hold Brothers Capital, New York, NY

Vice President of Business Development

Led a business development team of 20 sales executives for market expansion in Greater China.

Successfully added 100 plus new accounts that generated $20 million dollars annualized trading revenue.

2003 – 2010: New York Life Insurance Company, New Hyde Park, NY

Partner/Sr. Consultant

Co-managed the success of a tier-one Agency with a sales force over 200 Registered Reps and Licensed Agents.

Responsible for the full cycle recruitment, training and development of agents in the Company’s 3-year- career program.

2001 – 2003: Prudential Financial, Flushing, NY.

Manager, Financial Services

Co-managed the standards and performance of a Life Agency.

Responsible for the full cycle recruitment, training and development of agents in Company’s 3-year-career program.

1999 – 2001: Salomon Smith Barney, Citigroup, New York, NY

Financial Consultant

Provided comprehensive wealth management solutions to high net worth clients.

Internal transfer from Citibank as Personal Banker, 1997-1999.

Education:

St. John’s University: MBA in Executive Management. Member of Beta Gamma Sigma. 2009.

SUNY at Stony Brook: B.S. - Double Major in Applied Math Statistics and Economics.

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