Bao Ho
South El Monte,CA
Summary
Customer-Oriented Relationship Banker with over 5 years of experience in the banking industry. Expertise in building strong rapport and assisting clients in achieving their financial goals. Recognized for actively listening to customer needs and delivering personalized solutions. Proven track record of exceeding sales targets in fast-paced environments. Adaptable to new technologies, enabling me to provide efficient problem-solving for customers at their convenience.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
01.2022 - Current
- Developed client relationships to address financial requirements
- Partnered with small business, lending and investment experts to enhance business knowledge and expand professional network
- Followed established processes and guidelines in daily activities to fulfill client and bank requirements while ensuring compliance with laws and regulations.
- Manage cash responsibilities.
- Effectively manages traffic flow, scheduled appointments, and handled outbound calls.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
Client Service Representative
Bank of America
12.2018 - 12.2021
- Execute the bank's risk culture and strive for operational excellence.
- Enhanced client satisfaction through driving exceptional customer experiences.
- Grow business knowledge and network by partnering with experts in small business, lending, and investments.
- Provided efficient cash handling and ATM operational services.
Shift Manager
Banh Mi Che Cali
Fuller, CA
01.2016 - 01.2018
- Oversaw the training of new employees on customer service, product knowledge, and cash handling techniques.
- Maintained inventory levels by monitoring stockroom orders and restocking shelves as needed.
- Assisted in resolving escalated customer service issues in a timely manner.
- Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
- Resolved conflicts between staff members in a professional manner.
Education
Bachelor's Degrees - Business Management Information System
CSUF- California State of University of Fullerton
05.2018
Associate of Arts and Science - Business Administration and Management
Santa Ana College
12.2015
Skills
- Effective Time Management
- Cross-Functional Teamwork
- Microsoft Software Proficiency
- Active Listening
- Effective Communication
- Developing Client Relationships
- Critical Thinking Skills
- Problem-Solving Skills
- Strategic Negotiation Expertise
Languages
- English, Proficient
- Vietnamese, Proficient
Languages
Vietnamese
Native/ Bilingual
Affiliations
- Music
- Reading
- Hangout with friends and family
Timeline
Relationship Banker
Bank of America
01.2022 - Current
Client Service Representative
Bank of America
12.2018 - 12.2021
Shift Manager
Banh Mi Che Cali
01.2016 - 01.2018
Bachelor's Degrees - Business Management Information System
CSUF- California State of University of Fullerton
Associate of Arts and Science - Business Administration and Management
Santa Ana College