Liza Yi Boyle

About Liza Yi Boyle

Influential and success-driven professional with 20+ years of amassed experience in driving record-setting sales, boosting revenue growth, identifying untapped opportunities, and leading top-performing teams in highly competitive markets. Fostered culture of sales excellence through rigorous discovery, innovation, integrity, strategic execution, and client satisfaction.

Experience

1. Private Banking Assistant Rm

   U.S. Bank

   Aug 2016 — Present · Orange County, CA, US

   Generate annual portfolio revenue and acquired new accounts on a monthly basis through delivering customized nancial solutions based on client’s unique goals and requirements. Expand portfolio through leveraging new business development and opportunities.Manage a portfolio of over Wealth Management client accounts, maintain a retention rate, and increased customer satisfaction by ensuring operational excellence, delivering excellent customer service, and identifying new business opportunities.Leverage strong nancial expertise and client-centric solutions to build and maintain strong, long-term relationships with clients. Investigate, analyze, and resolve inquires and concerns, including account maintenance, service request, status, and credit decisions.Serve as a subject matter expert and trusted advisor in assessing and attending to clients’ banking needs, processing client and account information, educating clients on the latest products and services, closing transactions, and preparing proper documentation.Assume full responsibility for maximizing overall growth, retention, and protability of portfolio through nancial counseling and advice to key clients, cross-selling commercial loans, credit exposure, asset management, deposits and other US Bank\'s services.Identify and prioritize critical client nancial issues and advocate solutions to achieve clients’ nancial aspirations and goals.Utilize broad knowledge in wealth management solutions to anticipate future consequences and trends accurately, optimize client relationships, provide pertinent nancial advice, and maximize cross-selling opportunities to market bank\'s products and service.Monitor clients’ portfolios on a regular basis to assess additional business opportunities and revenue growth potential. Leverage US Bank’s channels, network, and brand to pursue business development activities and provide the full suite of wealth management.

Skills

• Cross Selling
• Commercial Lending
• Credit Analysis
• Consumer Lending
• Banking
• Problem Analysis/Resolution
• Campaign Execution
• Mortgage Lending
• Promotional Events
• Sales
• Dynamic Coach
• Client Relationship Management
• Finance
• Management
• Team Building
• Relationship Management
• Small Business Lending
• Training
• Customer Service
• Team Leadership
• Credit
• Financial Analysis
• Leadership
• Retail Banking
• Fluent in Korean
• Budgeting & Cost Control
• Lines of Credit
• Branch Management
• Commercial Banking
• Administrative Liason
• Coaching
• Loan Origination
• Loans