Taewon Terry Koh
***** *.*. **** **., Bellevue, WA, 98006
Home: 425-***-****.
Mobile: 206-***-****.
E-mail:*******@*****.***
Objective: Highly Motivated Financial Professional with six years of
Successful experience in the financial services/banking industry. Dedicated to achieving sales goals while providing excellent client relationship and services. Successful track record in sales and passionate about the industry.
Experience: 7/2007 – Present Bank of America Seattle, WA
Personal Banker/Mortgage Specialist
Offering and selling financial services and products to both consumers and small
Business clients. Establish, develop, retain and deepen relationship with current
Clients and prospects. Meet sales goal and customer delight goals.
• Exceeded sales goals and customer delight goals on a consistent basis.
• Top 10% Banker in the market.
• Q1 of 2009- top 3 banker in sales and customer delight.
6/2003 – 7/2007 New York Life Bellevue, WA
Financial Services Professional
Providing intimate services in the insurance and financial services market by contacting new people, meeting with prospects and fact-finding to gather necessary information regarding their present situation, providing analysis of situation and, ultimately presenting solutions that help meet objectives.
• New Organization class of 2003 top-10 production leader in
The West Coast Zone
• Wide range of clientele base.
Skills:
• Series 6 and State of Washington Life and Disability.
• Fluent in writing and speaking in Korean. Proficient in Japanese.
• High Proficiency in MS Suite.
• New business acquisition, relationship deepening, and closing sales
Education: 6/2002 University of Washington Seattle, WA
BA in Economics/ Minor in Geographic Information System.
Community
Leadership: 1/2001 - 12/2002 Onnuri Church Edmonds, WA
President of College and single adult fellowship group consisting of
45 members.
2/2000 - Present Bellevue Basketball League Bellevue, WA
President of club consisting of 25 members.