Hong I (Rex) Tang
Eastvale,CA
Summary
Experienced Financial Relationship Specialist with a background in building and maintaining strong relationships with clients, providing tailored financial advice, and managing accounts. Strengths include problem-solving, innovative thinking, and excellent communication skills. Proven history of increasing client satisfaction by understanding needs and implementing effective solutions.
Overview
5
5
years of professional experience
Work History
Financial Relationship Specialist
CTBC Bank
Hacienda Heights, CA
08.2023 - Current
- Handle customer transactions, including deposits, withdrawals, and payments, while maintaining accurate records, and balancing cash drawers.
- Open and close client accounts, ensuring proper documentation, and identity verification.
- Recommend and sell banking products and services based on customer needs, referring clients to specialists when appropriate.
- Supervise branch staff by providing training, coaching, and conducting performance evaluations to support operational efficiency.
- Prepare and analyze operational reports to identify improvement areas, and enhance the customer experience through strategic initiatives.
Associate Banker
East West Bank
Chino Hills, CA
07.2022 - 08.2023
- Handled routine banking transactions with accuracy, including deposits, withdrawals, and payments, while maintaining balanced cash drawers.
- Managed client accounts by opening, closing, and updating records, ensuring proper documentation, and identity verification.
- Promoted and sold banking products and services, referring clients to specialized staff based on their financial needs.
Relationship Banker II
Cathay Bank
San Francisco, CA
02.2022 - 05.2022
- Recommended and sold banking products and services based on client needs, referring clients to financial experts, or specialized departments when necessary.
- Managed client accounts by opening and closing accounts, ensuring all documentation and verification requirements were completed accurately.
- Prepared and processed account-related paperwork, including obtaining signatures, and assigning account numbers.
Teller
HSBC Bank
San Francisco, CA
07.2020 - 02.2022
- Assisted customers with deposits, withdrawals, and various payments, ensuring accurate record-keeping and organization.
- Verified customer identities, completed necessary paperwork, and confirmed sufficient funds for transactions.
- Managed cash drawers, ensuring balance before and after shifts, and referred customers to specialized staff for additional products.
Education
Bachelor of Arts - Communication Studies
San Francisco State University
San Francisco, CA05-2020
Skills
- Customer relationship management
- Financial analysis
- Account management
- Regulatory compliance
- Problem solving
- Sales strategies
Languages
Cantonese
Native/ Bilingual
Mandarin
Native/ Bilingual
English
Full Professional
Timeline
Financial Relationship Specialist
CTBC Bank
08.2023 - Current
Associate Banker
East West Bank
07.2022 - 08.2023
Relationship Banker II
Cathay Bank
02.2022 - 05.2022
Teller
HSBC Bank
07.2020 - 02.2022
Bachelor of Arts - Communication Studies
San Francisco State University
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