Henry Wang
De Hao Wang
Concord,CA
Summary
Comfortable working independently or as part of professional banking team. Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Work History
Personal Banker Officer
Citi Bank
, California
03.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Meet goals and metrics, achieved consistent recognition as top sales performer with Checking & saving, loans, investments. Business treasury management
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding its clients and assets
- Approached prospective clients through cold calling and emails to meet sales targets.
- CRM Salesforce, Microsoft outlook, Skype, Team, digital banking
- Supervise branch staff, including coaching, shadowing, mentoring, development and discipline to help team members to meet sales goals
Relationship Banker
Bank Of The West, BNP Paribas
, California
07.2020 - 03.2022
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Answered customer questions and explained available services such as deposit accounts, loans, treasury management
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Worked to maintain outstanding attendance record, policies and regulatory guidelines to promote safe working environment.
- Evaluate & identify customers' financial needs, provide banking solutions and refer them to the appropriate partner as needed
Associate Banker
JPMorgan Chase
, California
07.2019 - 08.2020
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Perform efficient and accurate banking transactions
- Utilized Salesforce CRM tool to generate leads.
- Opened, closed and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Perform branch opening & closing, procedure, Night drop, ATM balance and maintenance
Education
Bachelor of Arts - Graphic Design
San Francisco State University
San Francisco, CA 07.2015 - 05.2019
Skills
Financial Advising
undefinedTimeline
Personal Banker Officer
Citi Bank
03.2022 - Current
Relationship Banker
Bank Of The West, BNP Paribas
07.2020 - 03.2022
Associate Banker
JPMorgan Chase
07.2019 - 08.2020
Bachelor of Arts - Graphic Design
San Francisco State University
07.2015 - 05.2019
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