Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
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Kay Bongsan Song

Wilmette

Summary

Dynamic Preferred Relationship Manager with a proven track record at Fifth Third Bank, excelling in consultative sales and financial planning. Expert in building trust-based relationships, I consistently surpassed sales targets while delivering exceptional customer experiences. Adept at profiling clients to uncover needs, I drive growth through strategic collaboration and mentorship.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Preferred Relationship Manager

Fifth Third Bank
Buffalo Grove
03.2024 - Current
  • Executed retail strategies to grow Preferred Program households and enhance customer satisfaction, consistently exceeding performance goals.
  • Built deep client relationships through a consultative sales approach, earning trust and long-term loyalty.
  • Collaborated with Financial Center teams to support sales initiatives and mentor peers in referral strategies.
  • Maintained expert knowledge of financial products and services, proactively seeking development opportunities.
  • Surpassed brokerage sales and referral targets in partnership with Investment Executives.
  • Engaged clients and prospects through in-branch interactions, outbound calls, and community events.

Banking Center Manager

Fifth Third Bank
Glenview
05.2019 - Current
  • Refined, developed, and deepened relationships with both business customers and high net-worth clients
  • Profile affluent mass clients respectfully to cross-sell additional investment products, deposit, and loan, cordially and effectively
  • Ensure the maintenance of excellent customer service and sales behaviors by leveraging training, coaching, and support to all staff members
  • Licensed Banker August 2020-Present

Banking Center Manager

MB Financial Bank
Glenview
03.2013 - 04.2019
  • Develop business relationship with small business and consumer prospects and provide personalized banking solutions for high-net-worth individuals and business owners
  • Proficient at deepening consumer and small business customer relationships by providing trust-based customer experience

Education

MBA Coursework -

Sogang University
Seoul, South Korea

English Literature

Sungshin Women's University
Seoul, South Korea

Skills

Consultative Sales Approach

Deep understanding of financial planning concepts

Proven ability to build long-term, trust-based relationships with clients

Ability to profile clients to uncover planning needs

Certification

  • CFP certification – May 2022
  • Life & Health Insurance License – August 2020
  • SIE, Series 6, 63, 65 -May 2020
  • Successfully completed the CPA Exam-February 2004

Accomplishments

  • 2022 Pinnacle Awards Financial Center Manager of the Year - Fifth Third Bank
  • 2022 President Circle Awards-Fifth Third Bank
  • 2021 Pinnacle Awards Licensed Banker-Fifth Third Bank

Timeline

Preferred Relationship Manager

Fifth Third Bank
03.2024 - Current

Banking Center Manager

Fifth Third Bank
05.2019 - Current

Banking Center Manager

MB Financial Bank
03.2013 - 04.2019

MBA Coursework -

Sogang University

English Literature

Sungshin Women's University

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Kay Bongsan Song