Banking professional successful at customer service and cross-selling bank products. Hardworking and outgoing team member versed in cash handling processes and management principles.
Bachelor of Science: Business AdministrationJune 2013University of California-
Biligual: Chinese (Mandarin) - Verbal Fluency
SAP Data Entry
Compliance, banking laws and regulations
Consumer banking specialist
Strong account analysis skills
Cash handling expertise
Goal, people, and detail-oriented
Customer Service Representative05/2014 to 06/2016 East West Bank – Chino Hills, CA
Improved client retention rates by delivering exceptional interpersonal customer service to clients.
Successfully assisted existing client base to meet their financial goals by offering solutions which lead to several successful new accounts.
Independently provided efficient resolutions to complex customer inquiries by following bank policies and procedures.
Juggled daily tasks while assisting various projects assigned and processing high volumes of transactions including deposits, withdrawals, loan payments, credit card payments, bonds, transfers and wires.
Trained new associates with essential duties and supervised their daily performance which lead to their own personal success in meeting personal sales goals and deadlines.
Accounts Receivable Accountant05/2013 to 05/2014 Lifeguard Gloves Medical Supply – City of Industry, CA
Responsible for handling and increasing efficiency of daily processes surrounding billing and collection.
Tracked and handled all payment applications from clients electronically and physically.
Initiated collections against accounts past due more than six months and successfully increased collection efforts by 25%.
Receive, research, and resolve a variety of internal and external customer inquiries.
Accounting Clerk10/2010 to 05/2013 Riverside Medical Supply – Riverside, CA
Processed and reviewed accuracy of all purchase orders and invoices using SAP.
Deposited checks from purchase orders and applied payments to invoices.
Communicated and cooperated with internal departments to track overdue orders and invoices.
Assisted in monitoring and reviewing past due customer accounts and made appropriate collections.