Cova Mak
Rosemead,CA
Summary
Methodical relationship banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering almost 3 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team.
Overview
2
2
Languages
2
2
years of post-secondary education
3
3
years of professional experience
Work History
Relationship Banker
Bank of America
West Arcadia, CA
08.2019 - 01.2021
- Strong knowledge of banking and finance industry by partnering with experts in small business, home lending and investments.
- Process transactions accurately and efficiently.
- Provide clients with a personalized rewarding experience by executing a variety of defined client engagement strategies through relationship calling, in-person conversations and referrals to specialists.
- Confidently build relationships with clients by using a defined consultative questioning approach that will help you gain in-depth knowledge of clients’ financial life priorities and connect them to our solutions that meet their financial goals.
- Use resources and innovative technologies to give financial recommendations.
- Developed strong problem-solving skills to meet clients’ needs.
- Trained to be efficiently manages time and capacity.
Accounting Assistant
Top Ocean Consolidation Service, Inc
Whittier, CA
09.2013 - 08.2015
- Filed account receivable and account payable documents.
- Organized clients payments schedule.
- Utilized specialized accounting software systems.
- Generated accurate financial reports and documentation supporting audit opinions.
- Received and deposited daily checks over $10,000.
- Strong knowledge of general ledger and chart of accounts.
Education
Associate of Arts - Business Administration, Finance
California State University - Fullerton
Fullerton, CA 05.2017 - 05.2019
Skills
Strategic financial planning
undefinedTimeline
Relationship Banker
Bank of America
08.2019 - 01.2021
Associate of Arts - Business Administration, Finance
California State University - Fullerton
05.2017 - 05.2019
Accounting Assistant
Top Ocean Consolidation Service, Inc
09.2013 - 08.2015
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
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