Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Clifton Tam

San Francisco,CA

Summary

Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service.

Overview

17
17
years of professional experience

Work History

Sr. Assistant Branch Manager

First Republic Bank
03.2020 - Current
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.

Sr. Preferred Banker

First Republic Bank
03.2010 - 03.2020
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Balanced teller drawers and ATM cash.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Exceeded sales goals in deposit goals and exceed MPS scores on consistent basis.

Assistant Manager

Sterling Bank & Trust
10.2007 - 03.2010
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

Customer Service Representative

Sterling Bank & Trust
09.2006 - 10.2008
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Education

Bachelor of Science - Economics

San Francisco State University
San Francisco, CA
06.2008

Skills

  • Financial Product Advisement
  • Risk Mitigation
  • Employee Scheduling
  • Client Relationship Management
  • Risk Management
  • Internal Controls and Reporting Systems
  • Team Development

Languages

Chinese (Cantonese)
Limited Working

Timeline

Sr. Assistant Branch Manager

First Republic Bank
03.2020 - Current

Sr. Preferred Banker

First Republic Bank
03.2010 - 03.2020

Assistant Manager

Sterling Bank & Trust
10.2007 - 03.2010

Customer Service Representative

Sterling Bank & Trust
09.2006 - 10.2008

Bachelor of Science - Economics

San Francisco State University

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Clifton Tam