Tao Lee
Tampa
Summary
Experienced Bank Branch Manager driving revenue growth through strategic planning, client retention, and product innovation. Expert in financial analysis and customer satisfaction enhancement.
Overview
1
1
Certification
Work History
Financial Services Officer
Premier Wealth Advisors
Miami
1 2016 - 12 2017
- Implemented 10% cost reduction strategies
- Enhanced customer portfolio growth by 40%
- Expanded client base by 50% in 2 years
Senior Account Manager
Trustworthy Banking Corp
Riverview
1 2018 - 12 2022
- Managed accounts with $10M in assets
- Increased client retention by 25% annually
- Developed 5 new banking products
Bank Branch Manager
Financial Horizons Bank
Tampa
1 2023 - 10 2025
- Increased branch revenue by 20% in 2024
- Reduced customer complaints by 30% within 1 year
- Improved loan approval rate by 15% in 6 months
Education
Bachelor of Science - Economics
University of Illinois
Jun 2013
Master of Business Administration - Finance
Northwestern University
Jun 2015
Skills
- Strategic Planning
- Customer Service
- Financial Analysis
- Leadership
- Compliance Management
- Risk Assessment
- Team Building
- Sales Optimization
Certification
- Certified Bank Manager - Banking Institute
- Chartered Financial Analyst (CFA) - CFA Institute
Languages
Spanish
Beginner (A1)
French
Beginner (A1)
Mandarin
Intermediate (B1)
Timeline
Bachelor of Science - Economics
University of Illinois
Master of Business Administration - Finance
Northwestern University
Financial Services Officer
Premier Wealth Advisors
01/2016 - 12/2017
Senior Account Manager
Trustworthy Banking Corp
01/2018 - 12/2022
Bank Branch Manager
Financial Horizons Bank
01/2023 - 10/2025