BRADLEY NGO
Las Vegas,NV
Summary
At Bank of America, I excelled as a Relationship Banker, where my adept relationship-building and financial planning skills significantly enhanced client satisfaction and sales outcomes. By offering personalized banking solutions and mastering digital tools, I consistently surpassed sales targets, showcasing my customer service orientation and sales expertise without relying on numerical percentages.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Bank Of America
11.2016 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Adapted products, services and helped my clients adapt to new digital solutions, such as helping them learn how to use our Mobile Banking app.
Education
Associate of Science - Accounting And Business Management
California State University - Long Beach
Long Beach, CA05.2017
Associate of Arts - Accounting And Business Management
Orange Coast College
Costa Mesa, CA05.2014
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Financial Planning
Accomplishments
- Achieved 2022 Pinnacle Diamond Award.
- Enrolled to Relationship Banker Development Program.
Languages
Vietnamese
Full Professional
Chinese (Mandarin)
Timeline
Relationship Banker
Bank Of America
11.2016 - Current
Associate of Science - Accounting And Business Management
California State University - Long Beach
Associate of Arts - Accounting And Business Management
Orange Coast College
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