CTBC Bank Corp. (USA)
Wilson Lee has a diverse range of work experience in the banking industry. Wilson started their career as an Associate Banker and Teller at JPMorgan Chase Bank, where they focused on conducting teller transactions and promoting bank products and services. Wilson then moved on to become an Assistant Vice President - Relationship Banker II at the same company, where they managed customer relationships and conducted extensive investigations related to financial risks and crimes.
After their time at JPMorgan Chase Bank, Wilson joined U.S. Bank as a Universal Banker, engaging in sales and service activities, opening accounts, handling teller transactions, and selling various bank products. Currently, they are working at CTBC Bank Corp. (USA) as an Assistant Vice President - Financial Relationship Officer, where they oversee existing and new customer relationships, generates revenue for the branch, and manages all components relating to the branch's BSA/AML program.
Wilson Lee attended California State Polytechnic University-Pomona, although specific years of attendance and the degree obtained are not provided. Additionally, Wilson has obtained several certifications, including being licensed as an Insurance Agent for Accident, Health, Life, Variable Life & Variable Annuities by the State of California in October 2022. Wilson also obtained the Series 63 certification from FINRA in March 2016 and the Series 6 certification from FINRA in February 2016.
CTBC Bank Corp. (USA)
CTBC Bank Corp. (USA) ("CTBC Bank"), formerly Chinatrust Bank (U.S.A), is a wholly owned subsidiary of CTBC Bank Co. Ltd., one of the largest consumer and commercial bank in Taiwan. CTBC Bank started its services in New York in 1989. Today, CTBC Bank has grown into a coast-to-coast bank with 13 branches in California, New York, and New Jersey, with total assets close to US$3.325 billion as of July 9, 2018. As part of CTBC Bank Co. Ltd., CTBC Bank takes great advantage of its extensive network in the Pacific Rim. CTBC Bank Co. Ltd. has more than 200 offices throughout the U.S., Taiwan, the UK, Canada, Japan, Hong Kong, the Philippines, Indonesia, Vietnam, India, Thailand, Singapore and China, with total assets exceeding US$ 110 billion as of 2015. At CTBC Bank, we take pride to have a team of talented and knowledgeable banking professionals who works hard towards a common goal. Our philosophy of "We Are Family" cultivates a strong and close relationship connecting all the dedicated employees of CTBC Bank. CTBC Bank offers an excellent benefits program to full-time employees, including medical/dental/vision/life insurance, paid holidays/vacation days/sick days, matched 401(k) retirement plan, employee banking service and more. Check out our job postings on LinkedIn. To apply, visit our "Careers" page at www.ctbcbankusa.com.