Summary
Overview
Work History
Education
Skills
Timeline
AccountManager

Amy Phan

Rosemead,CA

Summary

Versatile Account Manager with success cultivating effective working relationships with outside departments and members of public to accomplish accurate financial operations. Successful at working with management to resolve discrepancies. Highly accurate and productive professional. Offering strong research and problem-solving skills.


Overview

19
19
years of professional experience

Work History

Account Manager

Indio Products Inc.
Commerce, CA
07.2014 - Current
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Oversaw new business development and customer servicing.
  • Liaised between account holders and various departments.
  • Contributed to annual revenue goals by selling new services and developing new accounts.
  • Listened attentively to client feedback and worked with product development team to introduce new services.
  • Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.
  • Developed highly profitable pipeline based on multiple sales penetration techniques.
  • Exceeded sales goals and market competitions through effective negotiation of product and material pricing, and vendor payment terms.
  • Researched emerging industry trends, new applications, concepts and procedures for clients to update current training curriculum.
  • Reviewed orders and client requests to streamline delivery services and resolve material shortages.
  • Communicated by phone, email and traveled for face to face contact for 8 accounts.
  • Acquired extensive sales data, analyzing inventory and sales trends to predict company production.
  • Delivered sales presentations, pitches and estimates to grow customer base.
  • Prioritized tasks and projects to meet tight deadlines.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Monitored status of accounts receivable and payable to facilitate prompt processing.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Universal Banker

US Bank
Arcadia, CA
04.2008 - 07.2014
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Supervised branch operations and made continuous improvements in each area.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided advice on different bank products and financial options.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Checked accounts for fraud and provided law enforcement with relevant details.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Produced and executed loan packages.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Represented bank at community events to establish strong ties and promote business.
  • Located and pre-qualified customers for mortgages.

Bank Teller

Cal National Bank
Arcadia, CA
01.2003 - 03.2008
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Reconciled cash drawer and resolved discrepancies.
  • Counted and packaged currency and coins.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided customer records, account statements and copies of checks.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Logged cashier's checks and other transactions to maintain accurate account records.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Calculated fees due, interest and change for customer transactions.
  • Wrote and distributed customer correspondence.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Education

High School Diploma -

San Gabriel High School
San Gabriel, CA
06.2002

Skills

  • Proactive and Self-Motivated
  • Time Management
  • Decision Making
  • Verbal and Written Communication
  • Order Management
  • Research and Analysis
  • Inventory Records
  • Raw Materials Examination

Timeline

Account Manager

Indio Products Inc.
07.2014 - Current

Universal Banker

US Bank
04.2008 - 07.2014

Bank Teller

Cal National Bank
01.2003 - 03.2008

High School Diploma -

San Gabriel High School

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