Maggie Zheng
About Maggie Zheng
Maggie Zheng is a Business Relationship Manager I at Chase, with extensive experience in customer service and client relationship management. She has previously held positions at HSBC and Chase, and holds a Bachelor's degree in Finance from St. Cloud State University.
Current Role at Chase
Maggie Zheng currently serves as a Business Relationship Manager I at Chase, a position she has held since 2018. Based in Fresh Meadows, New York, she focuses on managing client relationships and providing tailored financial solutions. Her role involves engaging with clients to understand their business needs and offering appropriate banking services. This position builds on her extensive background in relationship management within the banking sector.
Previous Experience at Chase
Maggie Zheng has a significant history with Chase, where she worked in various roles from 2011 to 2016. Initially, she served as a Relationship Banker for three years in Elmhurst, New York. Following this, she transitioned to the role of Chase Private Client Banker and Small Business Specialist for two years. These positions allowed her to develop a strong foundation in customer service and client relationship management.
Experience at HSBC Retail Banking
Maggie Zheng worked at HSBC Retail Banking and Wealth Management in multiple capacities. She served as a Jade Relationship Manager for six months in 2018 and as a VP Premier Relationship Manager from 2016 to 2018, both in Flushing, New York. In these roles, she focused on high-net-worth clients, enhancing her expertise in wealth management and client service.
Educational Background in Finance
Maggie Zheng earned her Bachelor's degree in Finance from St. Cloud State University, where she studied from 2003 to 2007. This educational background provided her with a solid understanding of financial principles and practices, which she applies in her current and previous roles in banking.
Language Skills and Technical Proficiency
Maggie Zheng is fluent in both Mandarin and Cantonese, which facilitates effective communication with a diverse range of clients. Additionally, she possesses strong skills in Microsoft Excel, enabling her to perform financial analysis and reporting efficiently. These skills contribute to her effectiveness in managing client relationships and delivering financial solutions.