Amy Tsang
Sugar Land,TX
Summary
Motivated, dedicated and energetic professional seeking a position where my experience and knowledge can be effectively utilized. Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
Sugar Land, TX
08.2013 - Current
- Grow new money by providing customized financial solutions to every client through Chase partner referrals resulting in an annual growth of approximately $20-25 million
- Oversee branch operations and enforce bank rules, regulations, and compliances daily contributing to the branch's success in passing annual audit
- Provide customized solutions, tailored to the changing needs of each respective client, in an effort to help clients achieve their financial goals
- Consistently exceeded monthly sales goals by initiating new and maintaining existing relationships with small businesses and high net worth individuals within the community
- Received National Achiever award 2018, 2019, 2020, 2021, 2022.
Personal Banker
JPMorgan Chase
Sugar Land, TX
08.2010 - 08.2013
- Ranked in the Top 3 in sales and customer service in the past 2 years within the Fort Bend District
- Ranked twice "Employee of the month" at the branch
- Consistently exceeded monthly sales and referral goals by proactively selling products and service to customers.
Accounting Clerk
MemberSource Credit Union
Houston, TX
05.2009 - 09.2009
- Prepared and balanced exception payrolls; worked closely with IT department for computer posting
- Reconciled processed work by verifying entries and comparing system reports to balances
- Maintained accounting ledgers by verifying and posting account transactions.
Senior Loan Assistant
Cathay Bank
Houston, TX
10.2000 - 02.2009
- Assisted in monitoring Texas commercial and residential construction activities to ensure progress is compliance with inspection reports, construction loan agreement and other related legal documents
- Prepared loan presentation for loan meetings and amendments/modifications
- Processed funding prior percentage of project completion.
Teller
Golden Bank
Houston, TX
10.1997 - 10.2000
- Handled cash/check deposit or withdrawal transaction
- Reconciled and balanced register and vault.
Education
Bachelor of Business Administration in Finance -
University of Houston/Downtown
09.2007
Skills
- Trilingual in Cantonese, Mandarin and English
- Accounts Payable
- General Ledger Accounting
- Account Reconciliation
- Accounts Receivable
- Office Management
- 10 Key Data Entry
- Financial Analysis
- Bank Reconciliation
Certification
- FINRA License
- Series 6
- Series 63
- Life Insurance License
- Certified Notary Public
Languages
- English
- Cantonese
- Mandarin
Awards
- Chase National Achiever, 2018
- Chase National Achiever, 2019
- Chase National Achiever, 2020
- Chase National Achiever, 2021
- Chase National Achiever, 2022
Timeline
Private Client Banker
JPMorgan Chase
08.2013 - Current
Personal Banker
JPMorgan Chase
08.2010 - 08.2013
Accounting Clerk
MemberSource Credit Union
05.2009 - 09.2009
Senior Loan Assistant
Cathay Bank
10.2000 - 02.2009
Teller
Golden Bank
10.1997 - 10.2000
Bachelor of Business Administration in Finance -
University of Houston/Downtown