An Luong
Personal Banker
New York,NY
Summary
Dedicated banker offering over 6 years of financial industry. Specializes in operations, retail banking and customer service. Familiar with bank regulations, identify risks based on CDD and EDD.
Overview
4
4
years of professional experience
1
1
year of post-secondary education
Work History
Personal Banker
Citibank
New York, NY
02.2024 - Current
- Manage client traffic, engaging and appropriately routing clients, partner with colleagues on cross-selling, assist Fraud and KYC Department on reaching out to clients for gathering and submitting required information on timely manner, as well as ensure information and documentation comply with policy and local regulation.
- Identify potential risks and red flags through comprehensive customer risk assessments, mitigating potential financial losses.
- Assist branch manager on operations, required tasks and financial center reports; develop team communications, business strategy and mentor junior banking staff to maximize performance, efficiency and compliance.
Head Concierge Banker
Citibank
New York, NY
10.2021 - 02.2024
- Effectively executed all service transactions and referral routines to deepen client relationships.
- Understood and applied selling techniques to develop, close sales and created product interest by actively cross-selling products and services.
Concierge Banker
Citibank
New York, NY
08.2020 - 10.2021
- Evaluated client financial positions, identify most appropriate banking products and connected clients to partners as necessary.
- Assisted clients with daily transactions and leading lobby.
Education
Long Island Business Institute
New York, NY 08.2016 - 12.2017
Skills
Financial Center operations/Leadership
Time management/Analytical skills
Customer Service/Communication
Sale/Cross-selling/Up-selling
Languages (English, Vietnamese, Cantonese)
Teamwork/Individual work
Timeline
Personal Banker
Citibank
02.2024 - Current
Head Concierge Banker
Citibank
10.2021 - 02.2024
Concierge Banker
Citibank
08.2020 - 10.2021
Long Island Business Institute
08.2016 - 12.2017