Assistant Branch Manager June 2017 to CurrentOneAZ Credit Union － Glendale, AZ
Directing and coordinating activities to implement institution's policies, procedures, and practices concerning granting or extending lines of credit, real estate loans, and consumer credit loans.
Setting office goals and develops action plans to meet those goals.
Monitors associates' performance and administers evaluations Establishing procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
Assists Manager in preparing annual office budgets, forecasts staffing, and facility needs Prepares financial and regulatory reports required by law, regulations, Credit Union Management, and the Board of Directors Explains, promotes, sells, and cross informs members of various credit union products and services.
Directly supervises 5 to 6 employees.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Service Manager February 2016 to January 2017Wells Fargo Bank － Phoenix, AZ
As a leader, I demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals,.
Deliver on company vision and build lifelong relationship with our customers.
Act in partnership with the branch manager in positioning the branch team for success by fostering a positive work environment where team members are encouraged, motivated and developed to achieve their maximum potential by leveraging coaching and performance management tools and processes.
Have the Knowledge and understanding of retail compliance controls, risk management, and loss prevention.
Follow policy and procedures, keep our company in compliance.
Personal Banker July 2013 to February 2016Wells Fargo Bank － Sun City West, AZ
As a Personal Banker, I devote much of my day to building long term relationships with our customers, in person and by phone.
I deepen the understanding of our customers' financial needs and provide suggestions.
While most of the job is performed in the stores, I reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.
Manage customer portfolio, services relationships and cross-sells all products and services.
Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business.
Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.
Constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently.
Have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.
Personal Banker May 2011 to January 2013US Bank － Surprise, AZ
Responsible for performing teller transactions in areas such as savings and checking withdrawals and deposits.
Handled incoming phone calls, set up appointments with the clients, organized all the clients' personal files and banking needs.
Responsible for responding to customer's inquiries and their problems regarding to products.
Handled ordering of all branch office and banking supplies.
Promoted and processed loan products /investments to double revenue.
Excellent communication and human relations skills Strong knowledge of office practices and procedures, business terminology Ability to work with minimal supervision and have the ability to work in high-paced environment with speed and accuracy.
Strong organizational skills, prioritizing and multitasking Key Accomplishment: Three time recipient of Albertersons' Five Star award in recognition of outstanding customer Received U.S.
Bank corporations' High Standards award in recognition of excellent customer service and QTD DDA, Book 5 or more purpose loan and Credit Card awards for productivity, quarterly Star of Excellent Qualified awards Promotions within 1st year with U.S Bank Received Wells Fargo Bank High Quality Customer service award in recognition of excellent customer service.
Elite Club award, Achieving Exceptional Results for All Credit Product during the Southwest Market within 10 months with Wells Fargo Bank.
Bachelor degree : Criminal JusticeArizona State University － Phoenix, ArizonaCriminal Justice
To obtain a position that will enable me to use my strong organizational skills, and ability to build easy rapport with people to promote excellent customer satisfaction.
Speak, read and write both English and Chinese fluently
Reports generation and analysis
Financial records and processing
Contract negotiation review
Risk management analysis
Strong verbal and written communication skills
Conflict resolution to assure customer satisfaction
Team leadership/ management skills
accurate/efficient under pressure
banking, Book 5, budgets, Chinese, coaching, Excellent communication, Conflict resolution, Contract negotiation, Credit, clients, customer satisfaction, excellent customer service, Customer service, Data management, Directing, training employees, English, Financial, hiring, human relations, investments, leadership, Team leadership, law, loss prevention, management skills, Market, Microsoft Office, office, Monitors, multitasking, Strong organizational skills, performance management, policies, positioning, processes, Quality, read, real estate, retail, Risk management, sales, securities, seminars, staffing, supervisory, supervision, phone, vision, written communication skills