David Huang
Summary
Highly motivated and results-oriented with a strong desire to learn and build a successful career in banking. Always willing to learn and contribute to a team environment while providing great experience to those around
Overview
2
2
years of professional experience
Work History
Retail Sales Associate
Verizon
01.2024 - Current
- Client Needs & Tailored Solutions: I focus on leveraging with solutions that we find best fit for clients needs while delivering outstanding customer service. My approach involves building genuine connections with customers, identifying their needs through learning about the clients and asking questions. Then recommending Verizon products and services that offer tailored solutions
- Clear Communication: In order to ensure clients having an clear and simple understanding. I'm constantly go and reach out to learn about any new changes and product. So I will be regularly updating my knowledge.
- Account Management: I proactively reach out to existing and new clients with personalized offers and engage with the community at Verizon to broaden my customer base
Banker
Asian Bank
06.2023 - 01.2024
- Financial Solutions Provider: In order to help clients meet their financial needs. I help provide different varieties of solutions in their need. Which including setting up accounts, offering different financial products and then answering and handling their question and concern.
- Client Education: While handling their questions and concern, I will break down all important detail of the solution so they can understand why this product can fit their needs.
- Building Relationships: Even after their visit, I proactively reach out to existing customers and even referrals that i receive with personalized offers and engage with the community to build an long term relationship
Office Assistant/Life Insurance Agent
WFG
04.2022 - 08.2023
- Sales: Reach out to my referral from family's and friends to build rapport and offer great financial products
- Account Management I handle as primary contract for customer inquiries. For each client that has been reach out I build an lead that tailor to their needs and tracking for all accounts and maintaining the rapport that I had build.
- Customer Service Representative: When handling clients their are always situation of question and concern, in which I will be the main point of contract that will handle these clients needs and which I will answer with charity and then continue building rapport with them
Education
Associate of Arts - Finance
Community College of Philadelphia
Philadelphia, PA06.2027
Skills
- Client Relationship Management
- Financial Literacy & Product Knowledge
- Needs Assessment & Solution-oriented Approach
- Communication & Presentation Skills
- Technical skills
- Outbound Sales
- Customer Service
Languages
Chinese (Mandarin)
Native or Bilingual
English
Native or Bilingual
Timeline
Retail Sales Associate
Verizon
01.2024 - Current
Banker
Asian Bank
06.2023 - 01.2024
Office Assistant/Life Insurance Agent
WFG
04.2022 - 08.2023
Associate of Arts - Finance
Community College of Philadelphia