GUANGYAO CHENG
Summary
Banking professional known for strong focus on client satisfaction and financial advisory services. Proven ability to provide tailored solutions, leveraging knowledge of banking products. Team-oriented, adaptable, and results-driven.
Overview
7
7
years of professional experience
Work History
Personal Banking Advisor
Westpac
04.2024 - Current
- Achieved sales targets by consistently meeting or exceeding assigned quotas for new accounts, saving, insurance and referrals.
- Delivered exceptional service to high-net-worth clients, assisting customized wealth management strategies.
- Effectively managed risk by adhering strictly to compliance policies.
- Increased customer satisfaction by providing personalized banking solutions and product recommendations.
- Team Leader of Tellers and Personal Banking Advisors for achieving high work efficiency, Assisting transactions, ATM cash and balance.
Client Manager (Business and Corporation)
BANK OF CHINA(SHANGHAI)
11.2022 - 04.2024
- Achieved targets by consistently meeting or exceeding assigned loan products and expanding deposit.
- Assisted in business management including Domestic and international transactions, deposit maintenance and business contracts.
- Analyzed economic trends and competitor activity to inform strategic decision-making regarding product offerings and pricing strategies.
- Collaborated with clients to troubleshoot concerns, resulting in faster resolution and increased trust. Cultivated strong client relationships by providing banking support and solutions.
- Risk management for abnormal transactions of business accounts basing on compliance and policy
Service Manager
BANK OF CHINA(SHANGHAI)
07.2020 - 11.2022
- Achieved sales targets by consistently meeting or exceeding assigned quotas for new accounts, credit products and deposit.
- Delivered comprehensive financial advice and service, strengthening client relationships and promoting long-term loyalty.
- Collaborated with branch manager and colleagues to share best practices and enhance overall branch performance.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Assistant of Property Sales and Property Manager
BME GROUP Limited (Australia)
01.2019 - 11.2019
- Assisting in Facilitating smooth transactions by liaising with mortgage brokers, home inspectors, appraisers, attorneys, and other essential personnel during the closing process.
- Assisting in Facilitating smooth transactions by liaising with mortgage brokers, home inspectors, appraisers, attorneys, and other essential personnel during the closing process.
- Organized successful open house events showcasing listed properties to potential buyers.
- Prepared and presented contracts and other legal documents to clients.
Institutional Equity Sales, Assistant of Sales Manager
BOC International (China) Co.,Ltd.
12.2017 - 02.2018
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Answered high volume of phone calls and email inquiries.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Participated in the organization and arrangement of the2017 Bank of China International Annual Strategy Meeting
Education
Master - Finance
UNIVERSITY of TECHNOLOGY SYDNEY
Sydney, NSW06.2019
Bachelor's degree - Food Science and Engineering
SHANGHAI OCEAN UNIVERSITY
Shanghai 06.2016
Skills
- Relationship management
- Customer service
- Analytical thinking
- Regulatory compliance
Self-evaluation
- 1. Great communication and teamwork skills
- 2. Great capacity of adaption and fast learning
- 3. Great capacity of information collection, analysis and judgment
- 4. Regulatory compliance
Timeline
Personal Banking Advisor
Westpac
04.2024 - Current
Client Manager (Business and Corporation)
BANK OF CHINA(SHANGHAI)
11.2022 - 04.2024
Service Manager
BANK OF CHINA(SHANGHAI)
07.2020 - 11.2022
Assistant of Property Sales and Property Manager
BME GROUP Limited (Australia)
01.2019 - 11.2019
Institutional Equity Sales, Assistant of Sales Manager
BOC International (China) Co.,Ltd.
12.2017 - 02.2018
Master - Finance
UNIVERSITY of TECHNOLOGY SYDNEY
Bachelor's degree - Food Science and Engineering
SHANGHAI OCEAN UNIVERSITY
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