Summary




Performance driven, detail-oriented, self-starter, well-organized, ability to work with no supervision, able to achieve and exceed sell goals
Skills in consulting clients with their finance needs and growth
Relationship-development experience that complements the ability to build strong client base
Comprehensive knowledge of and experience in cross-selling all types of accounts, loan products and services


Employment

July, 2008 -  December, 2008
Independent Associate

Arrange to have Private Business Reception Meeting

February, 2008 -  September, 2008
Customer Service Representative

Operate a multi-line phone system with the ability to answer and direct questions appropriately
Coordinate UPS and FedEX shipping, receiving and mail
Reconcile monthly invoices/bills
Supply ordering and management, all office machines
Open consumer and business accounts
Initiate wire transfer
Audit accounts open by another employees
Cross-sell bank services and products to new and existing customers
Maintain a portfolio of all clients that has a certificate of deposits with us
Pull daily reports
Assist in month-end reports

March, 2006 -  December, 2007

Open consumer and business accounts, also IRA, real estates, estates and executers accounts
Cross-sell bank services and products to new and existing customers
Conduct Health Savings Account seminars to business and events around the community
Initiate wire transfer
Assist clients with the full range of inquiries and banking transactions
Process and document transactions
Perform paying and receiving transactions

Work closely with Relationship Manager on Commercial Accounts
Assist in special projects and promotions
Visiting businesses and prospect clients
Originate and main contact person to client with any Consumer Loan products and questions

Prepare monthly branch audits and certifications
Dual control in balancing vault and ATM daily

September, 2003 -  March, 2006
Senior Customer Service Representative

Cross-sell bank services and products to new and existing clients
Perform monthly self alarm test and assist in monthly audits
Attend events and being active in the community

November, 2004 -  January, 2005
Cashier

Ringing sales, returns and exchanges efficiently in order to ensure minimal lines at the register
Ensure accuracy for all register transactions
Adhere to all policies and procedures regarding sales, exchanges, return and cash handling

Assist in other store functions as needed

July, 2001 -  September, 2003
Senior Teller

Process teller transactions, accept and apply loan payments
Answer customer questions in person or over the phone ; follows through on request
Sell and redeem savings bonds
Cross-sell products to new and existing clients
Process stop payments, make address changes and reorder checks
Process night drop and balance ATM daily
Balance and verify vault daily
Order cash for branch and verify cash shipment once a week
Train new teller
Open and close Safe Deposit Box
Assist in monthly audits

November, 1999 -  July, 2003
Recruited Sale Associate

Attend buying show occasionally

Education

Training

How to Be an Excellent Communicator Consumer Lending
Building Great Clients Relationship Notary Public Seminar



Skills


Fluent in Chinese-Cantonese Semi Fluent in Vietnamese Software experience in various banking system, Outlook and Lotus Notes email Microsoft, Excel, Spreadsheet and PowerPoint