Hiking
Anthony Sui
Lancaster,CA
Summary
With over 14 years as a banking professional, I have demonstrated a proven background in problem solving and delivering effective solutions to our clients. Eager to help others, my approach to employees and clients alike is a consistent, kind and positive attitude. Leveraging these qualities, I am committed to making meaningful contributions to the team and advancing the objectives of US Bank.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant IV
US Bank
08.2008 - Current
- Evaluate client needs and expectations, establishing clear goals for each consulting engagement.
- Develop and maintain strong client relationships, ensuring high levels of satisfaction and repeat business
- Collaborate with multiple business lines to successfully deliver comprehensive solutions for clients.
- Adapt digital strategies, leveraging technology to increase online presence and customer interaction.
- Share experience amongst any team to enhance operational efficiency and sales motivation.
Night Audit/Guest Services
Holiday Inn
03.2008 - 08.2008
- Conducted end-of-day authorizations and reconciliations used compile daily revenue report.
- Delivered outstanding customer support by providing prompt, courteous assistance during all interactions with clients.
- Managed a high volume of customer inquiries, demonstrating excellent problem-solving skills to resolve concerns quickly.
- Communicated with service teams of any operational issues, upcoming meetings, parties and events, special guests, and accommodations
Education
Real Estate Certificate - Real Estate Salesperson
Antelope Valley College
Lancaster, CA06.2004
Skills
- Client relationships
- Active listening
- Problem-solving
- Attention to detail
- Risk assessment
Volunteer Experience
HVAC Volunteer, Regional Building Committee, from June 2014 to December 2014, Assisted in renovations of religious buildings in Lancaster, Encino, and Oxnard, CA.
Certification
- SIE - Securities Industry Essentials Examination
- Series 6 License - Investment Company Products/Variable Contracts Representative Examination through FINRA
- Series 63 License - Uniform Securities Agent State Law Examination through FINRA.
- Notary Public License - California Secretary of State
Awards
- Annual Top Banker, 2019, Top Banker tier from January through December 2019
- Star of Excellence, Q4 2016, Top 3 banker from October through December 2016.
- Star of Excellence, Q3 2016, Top 3 banker from July through September 2016.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Work-life balanceHealthcare benefitsWork from home optionPaid time off401k matchPaid sick leave4-day work weekFlexible work hoursStock Options / Equity / Profit SharingInterests
Piano
Timeline
Client Relationship Consultant IV
US Bank
08.2008 - Current
Night Audit/Guest Services
Holiday Inn
03.2008 - 08.2008
Real Estate Certificate - Real Estate Salesperson
Antelope Valley College