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Joseph Choi
Preferred Banking Officer @First Republic
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WORK HISTORY
Preferred Banking Officer @First Republic
Find and maintain new and existing relationships to bring in deposits to the bank. Acquire well qualified clients and advise them on the bank’s full complement of products and services. Discover client needs from building rapport and relationships and cross sell banking products (mortgages, business and personal lines of credits) to enrich/enhance clients business/personal finances-Network in the professional community, building relationships and strengthening banks reputation. Onboard new clientele accounts accurately and within banking regulations ranging from personal, formal trusts, to corporate accounts. Accurately obtain KYC information to mitigate bank risk and legality issues-Interact with clients on a daily basis to address or best direct questions and inquiries to proper individuals within the company. Provide in person branch services when needed, including processing wires, payments, deposits, ect. Perform duties and responsibilities specific to branch functions and activities-Provide exceptional white glove concierge-like services to clients, bringing value to the bank and existing relationships, to present the First Republic culture to capture new business-Maintained a 15 million dollar book of business ranging from deposits to loans.
EDUCATION
California State University, Los Angeles
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Pilgrim School
High School Diploma
ABOUT JOSEPH CHOI
Professional in consumer and business banking.
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