YONGKANG LEI
Quincy,MA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
6
6
years of professional experience
Work History
Branch Manager
Currency Exchange International
Boston, MA
11.2020 - 10.2024
- Provide ongoing coaching and support to team members to ensure high performance and customer satisfaction
- Developed and implemented strategies to increase branch revenue, resulting in a 50% growth in sales year-over-year and surpassed net income target by 30%
- Cultivated relationships with corporate clients and local businesses to expand the customer base and drive sales
- Ensured compliance with regulatory requirements and company policies, maintaining a clean audit record
- Monitored branch performance metrics and prepared reports for senior management, identifying areas for improvement and implementing corrective actions
- Analyze market trends to ensure that the branch maximize its profits during specific periods
Part-Time Teller
Currency Exchange International
Boston, MA
05.2018 - 11.2020
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions
- Exchange currency from USD to Foreign Funds and Foreign Funds to USD
- Keep accurate and detailed records of all transactions, ensured inventory consistency at both the start and end of each shift.
- Maintained balancing record with 97% rate of accuracy
- Provided detailed explanations of exchange rates to customers during face-to-face interactions and over the phone.
- Comply with OFAC regulations and run customer names in Bridger Software when necessary
Education
Bachelor of Science - Management, Finance Concentration
University of Massachusetts Boston
Boston, MA12.2019
Skills
- Attention to details
- Fast learner
- Cooperative
- Independent
- Adaptability
- Problem solving
- Budget management
- Multitasking
- Excellent communication and interpersonal skills
Timeline
Branch Manager
Currency Exchange International
11.2020 - 10.2024
Part-Time Teller
Currency Exchange International
05.2018 - 11.2020
Bachelor of Science - Management, Finance Concentration
University of Massachusetts Boston
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