Cliona C. Wong
Summary
Motivated and results-driven banking professional with over a decade of experience in operations, relationship management, and cash handling within Bank of America financial centers. Proven ability to analyze operational issues, streamline procedures, and support new product implementations. Adept at working independently, managing priorities, and delivering data-driven insights to support business goals. Seeking to leverage operational expertise and strong analytical skills in a business support or operations-focused role.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Bank of America
01.2019 - Current
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- - Educated clients on digital tools, enabling effective use of self-service resources.
- - Processed complex transactions while ensuring accuracy and regulatory compliance.
- - Provided training and mentorship to new associates, supporting seamless onboarding and operational readiness.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- - Applied sound judgment and followed established procedures to meet operational standards without direct supervision.
Client Service Representative
Bank of America
01.2014 - 01.2019
- - Identified and addressed discrepancies, contributing to audit readiness and process improvements.
- Ensured timely completion of tasks by prioritizing workload and efficiently managing time throughout the day.
- Adhered to all federal regulations and company policies regarding cash handling, maintaining compliance at all times.
- - Supported multiple financial centers by balancing cash supplies and servicing ATMs, sometimes across different locations on the same day.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Consistently met or exceeded performance metrics while juggling multiple tasks effectively under tight deadlines.
Education
Certificate of Technical Studies - Business & Accounting
Broward College
Fort Lauderdale, FLCertificate of Technical Studies - Legal Studies
Nova Community School
Davie, FLSkills
- - Operational Process Analysis
- - Data Interpretation & Reporting
- - Cash Management & Auditing
- - New Product & Service Support
- - Regulatory & Procedural Compliance
- - Cross-Functional Collaboration
- - Independent Problem Solving
- - Team Mentorship & Onboarding
Timeline
Relationship Banker
Bank of America
01.2019 - Current
Client Service Representative
Bank of America
01.2014 - 01.2019
Certificate of Technical Studies - Business & Accounting
Broward College
Certificate of Technical Studies - Legal Studies
Nova Community School
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