Customer Relations Associate
China Banking Corporation
Jun 2022 - Sep 2023 (1 year 4 months)
Opened new accounts for customers, including savings, checking, and money market while explaining account terms and conditions, including interest rates, minimum balance requirements, and fees. Cross-sold bank products and services, such as credit cards, loans, and investment accounts, based on customer needs and goals while providing customer service by addressing questions and concerns about accounts based on customer needs and goals.