34-02 BROOKSIDE STREET, LITTLE NECK, NEW YORK 11363
PHONE: (718) 225-1219 ♦ ALTERNATE: (917) 797-1611♦ E-MAIL:
CAREER SUMMERY
Results-driven sales professional with broad-based experience in account management, client relations, and customer service looking to transition these skills into a professional marketing and sales environment. Accomplished professional who has earned a reputation for consistently meeting and exceeding aggressive corporate objectives through a commitment to providing unparalleled customer service. Collaborative team player with the ability to work as a team and motivate others. Effective communicator processing excellent interpersonal and relationship-building skills. Fluent in Korean language and computer literate.
PROFESSIONAL EXPERIENCE
HSBC BANK USA April 2004 - Present
BUSINESS BANKING SPECIALIST (April 2005– Present)
► Ranked in top three business specialist in downtown Manhattan area.
•Develop, maintain and expand relationships with small business customers. Cross-sell other Company products and
services to further expand relationships.
•Compile and analyze the necessary information to develop timely, accurate and complete credit recommendations. Ensure
compliance with credit and regulatory guidelines.
•Develop relationships with referral sources, such as attorneys, accountants and influential community members, to
identify prospects for new business opportunities.
•Monitor existing relationship with customers to identify deteriorating credit situations and take appropriate action
to address. Maintain a strong understanding of each customer's business, industry and associated risks.
•Monitor assigned portfolio, particularly new relationships, through structured and regular contact with customers to ensure
their needs are fulfilled with service levels that meet or exceed their expectations, ensure a high quality, new account
experience and discover and act on potential cross-sell opportunities.
PERSONAL BANKER (April 2004 – April 2005)
•Develops, manages and expands profitable customer relationships at service levels that meet or exceed customer
expectations.
•Meet with current and potential customers to discuss their financial requirements, sell appropriate financial services
products, including insurance products, to meet their needs while developing and expanding account relationships and refer
them to other specialized product areas as required.
•Identify customers with additional profit potential and develop action plans to expand those relationships.
•Educate, encourage and sell customers on the use of alternative delivery channels, including ATM's and telephone and PC
banking.
•Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales
efforts.
•Participate in training programs to enhance product knowledge and cross-selling skills.
•Complete other related duties as assigned, including assisting in customer service and operational activities as required.
JPMORGAN CHASE BANK
PERSONAL BANKER April 2003 – April 2004
► One of the top ten sales generated professional throughout the midtown Manhattan region in the year of 2004.
•Providing a positive new account experience, profiling in Custom, assessing customer¡¯s needs, and recommending
appropriate products and following the ACD protocols for the successful on boarding of new customers.
•Referring customers to the Financial Consultant, the Small Business Relationship Manager and to the Personal Financial
Services Banker where appropriate, and effectively partner with other areas of the bank to ensure a world-class customer
experience.
Continued on next page¡¦
Judy Jeong
34-02 BROOKSIDE STREET, LITTLE NECK, NEW YORK 11363
PHONE: (718) 225-1219 ♦ ALTERNATE: (917) 797-1611♦ E-MAIL: GEEJIPAE@HOTMAIL.COM
PROFESSIONAL EXPERIENCE (Continued)
•Be able to successfully work leads delivered electronically through the Consumer Decision Engine.
•Responsible to achieve all assigned sales and services goals and targets by appropriately profiling new-to bank clients,
and generate significant revenue by consistently selling/referring key products including: Investments, Fixed Annuities,
and Home Equities and Business Products.
PRUDENTIAL FINANCIAL December 2001 – April 2003
FINANCIAL SERVICES ASSOCIATE (July 2002 – April 2003)
► Selected for highly competitive 24-month Financial Services Associate rotational program, which is designed to familiarize
its participants with the overall financial operations of Prudential Financial and its affiliated companies. Received well
organized formal training in building the relationship with clients, skills to develop financial services production and process
of successful completion of Financial Services Associate program.
•Sell company¡¯s financial products including variable life insurance, variable annuity, mutual funds, life insurance, health
insurance and retirement funding.
•Responsible for develop sales practice and company¡¯s expected production level.
•Plan and maintain clients¡¯ accounts including opening and closing, follow up on entire process and delivery of policies.
•Attended daily basis board meeting with upper management group that designed to analyze competitors, market segments,
financial product marketing and distribution for strategy.
OPERATIONS OFFICER (December 2001 – July 2002)
• Performed general office procedures and duties.
• Managed inbound and outbound service calls, providing customers with information on current services and promotions.
• Addressed all inquiries and resolved any conflicts quickly and efficiently.
• Performed sales transactions with customers online.
EDUCATION
SERIES 6 AND 63 (September 2002)
LIFE AND HEALTH LICENSE IN NY & NJ (June 2002)
BARUCH COLLEGE, CITY UNIVERSITY OF NEW YORK December 2001
BACHELOR OF ARTS IN SOCIOLOGY / MINOR ALTERNATIVE IN ACCOUNTING
LONG ISLAND UNIVERSITY
EXPECTED COMPLETION OF THE CERTIFIED FINANCIAL PLANNING CERTIFICATE PROGRAM AND ELIGIBILITY TO EARN THE CFP¢ç CERTIFICATION (June 2008)
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