Frankco Wong
12063 Sepia Ct,CA
Summary
Detail-oriented business student with strong financial management skills, excelling in handling transactions and building client relationships. Experienced as Treasurer for multiple student organizations, managing budgets, tracking expenses, and efficiently allocating resources. Skilled in processing transactions with precision while fostering positive client interactions. Proven leadership in event planning and teamwork, with a focus on applying analytical skills and financial expertise to make a meaningful impact in a finance role.
Overview
2
2
years of professional experience
Work History
Member Service Representative
North Island Credit Union
06.2024 - Current
- Delivered outstanding customer service, cultivating strong client relationships through active listening and personalized financial solutions, driving customer loyalty and retention.
- Accurately processed high-volume financial transactions with 100% compliance to regulatory standards, ensuring risk mitigation, and maintaining precise daily cash reconciliation.
- Proactively identified customer needs, cross-selling banking products and services, driving branch revenue and enhancing the overall customer experience through tailored financial recommendations.
Senator
Miramar's Associated Student Government
05.2024 - Current
- Managed a $3,000 budget for a Club Rush event with over 300 attendees, optimizing spending on food, music, and club promotions while ensuring financial accuracy.
- Collaborated with 10+ team members to plan logistics, negotiate with vendors, and execute the event within budget and time constraints.
- Analyzed event financial outcomes and feedback, providing insights for improving resource allocation and future campus activities.
Treasurer
Phi Theta Kappa International Honor Society
05.2024 - Current
- Managed a $4,000 budget, ensuring efficient allocation of funds to support chapter events and activities, while maintaining accurate financial records.
- Collaborated with leadership to plan and organize chapter events, handling both financial logistics and outreach efforts to engage members and external partners.
- Assisted in creating marketing materials to promote events, boosting chapter participation and fostering strong relationships with both internal members and external contacts.
Crew Member
Jersey Mikes
05.2022 - 05.2024
- Enhanced team communication by developing a streamlined method for sharing daily tasks and updates,
reducing miscommunication and mistakes - Managed high-pressure situations effectively during peak hours, maintaining composure
- Led by example, consistently demonstrating proactive leadership in initiating tasks and supporting team members skills, knowledge, abilities, or achievements.
Education
Associate of Science - Business Administration
San Diego Miramar College
San Diego, CA06.2025
Skills
Customer Service
Financial Transactions
Communication
Credit Union Knowledge
Timeline
Member Service Representative
North Island Credit Union
06.2024 - Current
Senator
Miramar's Associated Student Government
05.2024 - Current
Treasurer
Phi Theta Kappa International Honor Society
05.2024 - Current
Crew Member
Jersey Mikes
05.2022 - 05.2024
Associate of Science - Business Administration
San Diego Miramar College
Similar Profiles
Karencathleen Gonzalez-AguilarKarencathleen Gonzalez-Aguilar
Member Service Representative at North Island Credit Union. This Credit UnionMember Service Representative at North Island Credit Union. This Credit Union
Aman AssadiAman Assadi
Senior Financial Service Representative at North Island Credit UnionSenior Financial Service Representative at North Island Credit Union
Leah PavonLeah Pavon
Financial Customer Service Representative at North Island Credit IslandFinancial Customer Service Representative at North Island Credit Island