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Kevin Zhong

Kevin Zhong

Certified

BRANCH OPERATIONS MANAGER

CTBC BANK

Technologies

My Portfolio Highlights

My New Course

Introduction to SQL

My New Course

Introduction to SQL

Quantitative navigator, guiding decision-makers through the sea of data.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to SQL

My Certifications

These are the industry credentials that I’ve earned.

Data Analyst Associate

Data Analyst Associate

Other Certificates

FINRA Series 63

FINRA Series 6

FINRA SIE

NMLS Licensing NMLS

CA Life Insurance

State of California Notary Public

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Introduction to Power BI
Intermediate SQL

My Work Experience

Where I've interned and worked during my career.

CTBC Bank Corp. (USA) | Oct 2020 - Present

Branch Operations Manager

● Managing and supervising the branch’s operations activities ensuring compliance within the bank’s policies, procedures and government regulations. ● Supervising branch daily activities and staff to prevent branch losses. ● Attending monthly and quarterly operations meetings with the Retail Support Department and providing training to Branch Manager and branch employees of the up-to-date policies, procedures, and system applications. ● Allocating manpower and other resources, and to analyze activities of the branch to develop optimum efficiency and productivity in the operation processes and customer service. ● Supporting Branch Manager to maintain operating, personnel, and other expenses within budget. ● Providing recommendations for improvement of branch operations. ● Providing trainings to new hiring employees ● Be ready to face all unexpected challenges from all different aspects. ● Ensuring the branch receives a satisfactory or greater rating on internal audits.
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JPMorgan Chase & Co. | Jul 2019 - Oct 2020

Relationship Banker/Business Specialist

Licensed Relationship Banker/Business Specialist JP Morgan Chase － Irvine, CA Consumer ● Obtained all my licenses with first try. ● Catching investment opportunities and connect them with the advisor. ● Making over 20 cold calls each day to find opportunities. ● Connecting clients that have asset over 250K with the Chase Private Client; working together to assist the clients. • Connecting all mortgage lending needs with the home lending advisor. Business ● Connecting over million dollars revenue businesses with the business relationship manager including lending needs.

OneWest Bank | Dec 2018 - Jun 2019

Universal Banker

• Built a strong client base with high net worth. • Performed over 10 cold calls daily to catch opportunities. • Brought in over 4 million dollars net new deposit quarterly. • Referred high net worth clients to premier banker. • Referred any home lending opportunities to the home lending advisor.

Citi | Sep 2016 - Dec 2018

Bank Teller

• Performed efficient and accurate teller transactions. • Identified customers' needs; referred them to the right associates. • Performed branch operations. • Delivered product knowledge to customers • Met referral hurdle.

My Education

Take a look at my formal education

Bachelor of Science - BS, FinanceCalifornia State University-Los Angeles | 2018
Associate of Arts - AA, Business Administration and Management, GeneralPasadena City College | 2015
High School Diploma Alhambra High School | 2010

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