BeiBei Chen
McKinney,TX
Summary
I bring 13 years of customer service expertise, coupled with 2 years of dedicated financial experience, and hold an MLO license and Google Data Analyst certificate. My background encompasses a deep understanding of banking operations and a proven track record in cultivating client relationships. I am eager to leverage my customer service proficiency to drive growth and contribute to company's success.
Overview
18
18
years of professional experience
Work History
Personal Banker
Southwestern National Bank
Plano, TX
02.2023 - Current
- Helped customers open and close accounts, expanded customer relationships, ensured each client received the best products, and services for their needs;
- Achieved a high score in banking sales competitions TWICE.
Customer Service Representative
Golden Bank
Dallas, TX
05.2022 - 02.2023
- Completed more than 6,000 transactions during the working period with ZERO mistakes；
- Effectively solve problems by using technical knowledge. Proficient in using the Jack Henry system to do daily work.
Customer Service Manager
Shanghai Power Company
Shanghai
08.2005 - 03.2016
Project:
Cooperated with McKinsey to complete the “Lean Production" project and it has been proved that Customer satisfaction increased by 3.25%。
Education
Certificate - Google Data Analyst
Cousera
12.2021
Certificate - Accounting Technology And Bookkeeping
Cal Lion Institute
04.2018
Bachelor of Science - Graphic Information Processing
Shanghai Institute of Technology
ShanghaiSkills
- Mortgage Lending (Licensed)
- Data analysis and interpretation (Certificated)
- Bookkeeping (Certificated)
- Outside Sale
- Python
- SQL
- Microsoft Excel
- Critical Thinking
- Problem-solving and troubleshooting
- Communication
- Teamwork
Timeline
Personal Banker
Southwestern National Bank
02.2023 - Current
Customer Service Representative
Golden Bank
05.2022 - 02.2023
Customer Service Manager
Shanghai Power Company
08.2005 - 03.2016
Certificate - Google Data Analyst
Cousera
Certificate - Accounting Technology And Bookkeeping
Cal Lion Institute
Bachelor of Science - Graphic Information Processing
Shanghai Institute of Technology
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