Hoa (Justin) Dinh
Garden Grove,CA
Summary
Enthusiastic relationship banker with in-depth experience in marketing, sales, customer service, and handling customer transactions. Seeking the role of Treasury Sales Associate - Commercial Term Lending position at Chase where I can utilize my versatile knowledge and skill to help the company grow. Business-minded Relationship Banker bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase Bank, N.A.
2021.07 - Current
- Educating clients regarding products and services
- Bringing outside funds to the company
- Adhere to federal, state laws, and regulation under FINRA
- Financial planning for clients
- Served as a key point of contact between advisors regarding investments, home loan, retirement, and banking.
- Oversees branch operation when branch manager is not present (Manager on Duty)
- Work closely with tellers to further deepen relation we have with clients and provide excellent customer service
- Accurate and efficient data entry regarding client's info.
- Cultivated strong customer relationships by providing tailored advice and services
Associate Banker
JPMorgan Chase Bank, N.A.
2019.11 - Current
- Teller Transaction/TE
- Withdraw, deposit, transfer, credit card, handling large amount of cash, and process cash shipment.
- Atm/eATM
- Settlement, audit, add cash, claims, and maintenance
- Seek out opportunities to refer clients to bankers
- Building long and lasting relationship with fellow colleagues and customers.
Sales and Customer Relationship Specialist
Carrichs Accessories
2017.10 - 2018.11
- Record and process orders
- Call vendors/partners for sales
- Manage all online and walk-in orders
- Process packages for shipment
- Worked with SAGE accounting to process invoices, account receivable, and account payable.
Sales Associate
99 Ranch Market
2014.07 - 2015.12
- In charge of greeting and servicing customers
- Address any issues if needs are not met to ensure customers leaves with a smile.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations
Education
Bachelor of Arts - Business
Cal. State University of Fullerton
Fullerton, CA12.2019
Associate Degree of Science -
Orange Coast College
Costa Mesa, CA01.2017
Skills
- Proficient in USA PATRIOT Act, federal & state laws, and Finra regulation
- Proficient in Information Technology
- Bilingual (English, Vietnamese)
- Interpersonal skill
- Initiative and problem-solving skill
- Customer Service Skill
- Relationship building and management
- Policy development and implementation
- Recordkeeping requirements
- Financial Advising
Certification
- Certificate of Specialization: Entry-Level Marketing
- Business Analytics Certificate
- Google Analytics Certificate
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
- Life Insurance
- Notary Public
- Watson Analytic
Timeline
Relationship Banker
JPMorgan Chase Bank, N.A.
2021.07 - Current
Associate Banker
JPMorgan Chase Bank, N.A.
2019.11 - Current
Sales and Customer Relationship Specialist
Carrichs Accessories
2017.10 - 2018.11
Sales Associate
99 Ranch Market
2014.07 - 2015.12
Bachelor of Arts - Business
Cal. State University of Fullerton
Associate Degree of Science -
Orange Coast College
- Certificate of Specialization: Entry-Level Marketing
- Business Analytics Certificate
- Google Analytics Certificate
- Securities Industry Essentials (SIE)
- Series 6
- Series 63
- Life Insurance
- Notary Public
- Watson Analytic
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