Summary
Overview
Work History
Education
Skills
Timeline
Generic

Honey Sario Vann

Stockton

Summary

Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.

Overview

18
18
years of professional experience

Work History

Financial Solutions Officer I

Valley Strong Credit Union
02.2023 - Current
  • Processes new memberships, additional share accounts, savings services, loan requests, and loan fundings as requested by the Member.
  • Takes a consultative approach with Members regarding credit union products and services by assessing the Members’ needs, addressing their concerns, and gaining agreement.
  • Delivers a personalized Member experience by answering the Members’ questions with a “can-do” attitude, understanding the Members’ needs, and exceeding their expectations.
  • Builds, develops, and expands Member relationships through needs-based assessments to identify and recommend deposit, credit and investment solutions to help Members achieve their financial goals.
  • Ability to de-escalate situations, looking from several points of view and applying good judgment and critical thinking to resolve the situation.
  • Identifies and reports fraudulent activity to prevent potential loss to credit union.
  • Demonstrates Member service skills and the ability to solve problems independently, utilizing critical thinking and problem-solving skills and empowerment.
  • Educates Members on alternative channels that provide value and refer to appropriate business partners.
  • Recommends alternative channels such as online, mobile, and digital solutions.
  • Identifies, investigates, and resolves basic and complex Member concerns, as well as processes and completes Member transactions in a timely and efficient manner.
  • Understands the role in sales growth and meets branch-assigned and individual goals.


Member Service Specialist II

Golden1 Credit Union
11.2016 - 01.2023
  • Established strong relationships with members to foster loyalty and trust, contributing to a high retention rate.
  • Conducted thorough research to provide accurate information and recommendations, enabling informed decision-making by members.
  • Provided personalized financial guidance based on individual goals, helping members make well-informed decisions about their finances.
  • Developed targeted marketing campaigns resulting in higher conversion rates among potential customers.
  • Resolved complex issues with tailored solutions, ensuring positive outcomes for both members and the organization.
  • Organized successful member events that enhanced engagement and showcased the value of membership benefits.
  • Recommended specific products and services in alignment with individual needs, requirements and specifications.
  • Handled escalated calls professionally, mitigating concerns effectively while maintaining excellent rapport with clients.
  • Assisted in training new team members, sharing best practices, and contributing to a cohesive work environment.
  • Stayed up-to-date on industry trends as well as organizational product offerings, ensuring expert delivery of advice and recommendations.
  • Maintained up-to-date knowledge of product and service changes.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Cross-trained and provided backup support for organizational leadership.
  • Promptly responded to inquiries and requests from prospective customers.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
  • Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.

Lead Branch Service Specialist

Union Bank of California
08.2013 - 09.2016
  • Provided ongoing coaching support for new hires, enabling them to quickly acclimate to the job requirements while delivering outstanding customer experiences.
  • Conducted regular audits of teller drawers to ensure adherence to internal controls and reduce discrepancies in cash balances.
  • Managed high-volume cash transactions with precision, ensuring accurate daily account reconciliation.
  • Maintained compliance with all federal and state regulations, minimizing potential risks and penalties for the bank.
  • Led cross-selling initiatives, successfully promoting additional banking products and services to clients.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Trained new hires on customer service policies and procedures.
  • Developed strong relationships with clients by providing personalized banking solutions tailored to their needs.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Wrote and distributed customer correspondence.
  • Handled various accounting transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
  • Played a crucial role in community outreach initiatives to promote the bank''s presence and foster positive relationships with local businesses and organizations.
  • Facilitated effective teamwork across departments by maintaining open lines of communication between staff members at all levels.
  • Supported branch goals by participating in initiatives aimed at improving overall bank performance and customer satisfaction.

Teller

Central Bank of Houston
10.2006 - 04.2009
  • Referred customers to other banking departments for specialized services.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
  • Assisted customers with banking needs and inquiries.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Reduced errors in transaction processing by implementing double-check system for large withdrawals and deposits.
  • Strengthened customer loyalty with personalized service and attention to detail in transaction processing.
  • Learned and adapted quickly to new technology and software applications.

Education

High School Diploma -

Mililani High School
Mililani, HI
05-1999

Skills

  • Goal Planning
  • Cross-selling expertise
  • Regulatory Compliance
  • Sales proficiency
  • Developing customer relationships
  • Customer Education
  • Relationship Building
  • Banking Software Proficiency
  • Complaint Resolution
  • Problem-solving
  • Retention
  • Communication

Timeline

Financial Solutions Officer I

Valley Strong Credit Union
02.2023 - Current

Member Service Specialist II

Golden1 Credit Union
11.2016 - 01.2023

Lead Branch Service Specialist

Union Bank of California
08.2013 - 09.2016

Teller

Central Bank of Houston
10.2006 - 04.2009

High School Diploma -

Mililani High School

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Honey Sario Vann