Checkout Service Enhancement : Delivered exceptional checkout experiences, prioritizing accuracy and customer satisfaction through friendly interactions and efficient transaction processing.
Stock Replenishment Optimization : Implemented effective stock replenishment strategies, maintaining well-organized shelves and ensuring consistent product availability to enhance the shopping experience.
Book Fair Coordination Assistance : Supported in organizing and managing book fairs, ensuring smooth execution and enhancing customer engagement through curated displays and promotional activities.
Risk Management Department
King's Town Bank
05.2020 - 07.2021
Trade Confirmation : Verified bond transaction details to ensure accuracy and agreement between parties, minimizing errors and disputes.
Bond Settlement : Facilitated timely transfer of bond ownership and payment between parties, ensuring smooth transaction finalization.
Accounting : Maintained precise bond transaction records, ensuring compliance and effective management of investments.
Interest Processing : Calculated and distributed bond interest payments promptly, enhancing investor satisfaction and financial accuracy.
Daily Investment Reporting : Produced concise daily reports summarizing bond investment activities, aiding informed decision-making and portfolio management.
Investment Limit Monitoring : Oversaw adherence to investment limits, ensuring compliance with regulatory requirements and mitigating risk exposure.
Universal Service Banker
King's Town Bank
08.2018 - 05.2020
Depositor Account Processing : Managed depositor accounts, handling transactions and inquiries to ensure smooth account operations.
Western Union Money Transfer Service : Facilitated Western Union money transfers, providing efficient and reliable service to customers.
Personal Insurance and Investment Service : Offered personalized advice and assistance to clients seeking insurance and investment products, tailoring solutions to meet their financial goals.
Education on Online and Mobile Banking Applications : Provided comprehensive guidance to customers on utilizing online and mobile banking platforms, enhancing their banking experience and convenience.
Account Management and Customer Support : Assisted customers with account setup, closure, loan applications, and service subscriptions, ensuring their needs were met effectively.
Fraud Prevention and Monitoring : Vigilantly monitored account activity, identifying and investigating suspicious transactions to prevent fraud and safeguard customer assets.
Bank Intern
Taipei Fubon Bank
08.2017 - 09.2017
Tracking Loan Progress : Regularly communicate with clients to monitor the progress of their loan applications, coordinate with relevant departments, and ensure smooth loan processing.
Calculating Loan Eligibility : Determine the maximum loan amount based on clients' financial status and credit records, taking into account factors such as interest rates and repayment terms, and provide loan scheme recommendations.
Assisting Clients with Digital Finance : Offer personalized guidance to help clients familiarize themselves with and effectively utilize digital finance tools such as online banking and mobile applications for convenient management of loans and other financial matters.
Signing Loan Contracts with Clients : Assist clients in completing and signing loan contracts, ensuring clarity in contract terms, addressing client inquiries, and ensuring mutual understanding and agreement on contract terms.
Library Intern
Taipei National University Of The Arts
07.2017 - 08.2017
Proficient in cataloguing library materials to ensure accurate organization and accessibility.
Skilled in shelving books and maintaining orderliness within library collections.
Capable of providing excellent reader services at circulation desks, assisting patrons with inquiries and transactions.
Library Intern
Tamkang University
09.2016 - 06.2017
Course Design: Developed curriculum for primary school students in the community to enhance their understanding of book classification and fundamental book knowledge.
Bank Intern
Taipei Fubon Bank
01.2017 - 02.2017
Digital Banking Education : Provided personalized guidance to clients on utilizing online and mobile banking applications, empowering them to efficiently manage their finances from anywhere.
Account and Loan Support Services : Assisted customers in account setup, closure, and loan applications, ensuring smooth processes and helping them explore and enroll in new banking services tailored to their needs.
Education
MBA - Data Analytics For Business/ Finance
University of Sydney
06.2024
BBA - Department of Banking And Finance
Tamkang University
01.2018
Bachelor of Arts - Department of Information And Library Science
Tamkang University
01.2018
Skills
Python
Information Analysis
Team building
Excellent Communication
Customer Relations
Quality Assurance
Organizational Skills
Organization and Time Management
Skills - Licenses
Qualification Exam for Senior Securities Specialist
Qualification Exam for Securities Investment Trust and Consulting Professionals
Bill Finance Specialist Qualification Exam
Financial Markets and Ethics
Proficiency Test for Trust Operations Personnel
Proficiency Test for Bank Internal Control and Audit
Certification Test for Financial Derivatives Sales Person
Basic Proficiency Test for International Banking Personnel
Basic Test on the FinTech Knowledge
Professional Exam for Anti-Money Laundering and Countering Terrorism Financing Specialist
Leadership Activity
Event planner, King's Town Bank, 2018, 2019, Planning staff travel to increase synergy in the bank
Volunteer, Taiwan Fund for Children and Families, Summer,2018, Design math courses for students to increase their ability.
Counselor, New Taipei City Alumni Association, Winter,2016, Holding a camp for senior high school students understand college life.
Timeline
Shop Assistant
Eslite Book Store
10.2021 - 12.2021
Risk Management Department
King's Town Bank
05.2020 - 07.2021
Universal Service Banker
King's Town Bank
08.2018 - 05.2020
Bank Intern
Taipei Fubon Bank
08.2017 - 09.2017
Library Intern
Taipei National University Of The Arts
07.2017 - 08.2017
Bank Intern
Taipei Fubon Bank
01.2017 - 02.2017
Library Intern
Tamkang University
09.2016 - 06.2017
MBA - Data Analytics For Business/ Finance
University of Sydney
BBA - Department of Banking And Finance
Tamkang University
Bachelor of Arts - Department of Information And Library Science