Bilingual banking professional with experience in transactions, account openings, and customer service. Known for delivering exceptional client support while consistently meeting compliance and control standards.
Overview
5
5
years of professional experience
Work History
Universal Banker
Citibank
San Francisco, CA
02.2023 - Current
Delivered warm, attentive service that consistently exceeded customer expectations
Exceeded performance targets by 10x by consistently identifying client needs and promoting relevant banking products and services.
Maintained strong performance in risk and control, consistently meeting all corporate compliance standards
Associate Banker
JPMorgan Chase
San Francisco, CA
04.2022 - 12.2022
Provided customer service by attending to their inquiries and requests for information.
Monitored customer accounts for suspicious activities or potential fraud cases.
Ensured compliance with banking regulations and procedures in daily operations.
Teacher Assistant
Portola Family Connections
San Francisco, CA
08.2020 - 01.2021
Provided assistance to students with coursework, projects, and assignments.
Communicated with parents and guardians about student daily activities, behaviors and related issues.
Education
San Francisco State University
San Francisco, CA
05-2024
Skills
Fraud detection& Risk Awareness
Sales&cross-Selling Banking Products
Passionate, Patient, Caring, Kind
Great Customer Service
Relationship Building
Attention to Detail and Accuracy
Organize events and arrange them reasonably to get the best efficiency to complete the work