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Objective

A Financial Advisor position in the financial center utilizing my skills in sales, customer service, leadership and relationship building to assist client to achieve financial goals and increase center revenue.

Work Experience

Oct 2017Present

Officer; Financial Center Operations Manager

Bank of America

Financial center operations managers (FCOMs) play a critical leadership role in the financial center and are required to exercise discretion and independent judgment, as necessary. They are accountable for the operations of the financial center with oversight of functions that service the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. FCOMs also assume leadership responsibility for the financial center in the financial center manager’s (FCM) absence and ensure that the FCM’s directives are implemented.

Nov 2016Sep 2017

Relationship Banker/ Supervisor

Bank of America

Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating customers on self-service banking options (for example, mobile, online, ATM) and building and deepening customer relationships. RBs are also trained in cash transactions and may be asked to process these transactions both accurately and efficiently when needed.

Sep 2014Nov 2016

Relationship Manager

Bank of America

Relationship Managers are responsible for offering and selling financial products and services (i.e. Credit Cards, CDs, Loans) to both consumer and small business customers. Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements

Jul 2014Sep 2014

Sales Service Specialist

Bank of America

The Sales and Service Specialist works in the banking center (branch) and is responsible for
greeting, servicing and selling to customers in the lobby and performing teller transactions.
Responsibilities include functioning as a scheduled seller or teller depending upon the banking
center's specific needs

Jun 2013Jul 2014

Senior Teller

Bank of America

Professional tellers are responsible for providing a positive customer experience that leads to improved satisfaction and sales. Professional tellers process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customer’s needs and encouraging customers to expand their relationship with Bank of America.

Jan 2013Jun 2013

Teller

Bank of America

Professional tellers are responsible for providing a positive customer experience that leads to improved satisfaction and sales. Professional tellers process transactions accurately and efficiently in a fast-paced environment while simultaneously introducing products and services that meet the customer’s needs and encouraging customers to expand their relationship with Bank of America.

Mar 2012Jan 2013

Waiter/ Cashier / Supervisor

Au 79 Tea House

Provide outstanding service to all the customers that visit Au79 Tea House

Treat each of our customers with the most sincerely attitude

Responsible for counting and auditing the money for end of shift

20102011

Principal Office Assistant

Alhambra High School

Daily tasks include answering/transferring phone calls, making appointments for students, and organizing confidential documents

Acquired many valuable communication and organizing skills

Education

June 2011Dec 2013

Course work taken in Business Management, attended 2 years.

Pasadena  City College
Jun 2008Jun 2011

High School Diploma

Alhambra High School

Skills

Langagues, Computer and Typing Skills

Speak fluent Chinese (Mandarin and Cantonese), Vietnamese and English Capable of reading and writing Chinese in addition to English Average typing speed: 55 words per minute Familiar with productivity software programs such as MS Word, Excel, and Power Point  

Certifications

10/201510/2017

Life, Accident and Health Insurance

California Department of Insurance
Aug 2015Oct 2019

Notary Public

State of California