Summary
Overview
Work History
Education
Skills
Languages
Languages
Timeline
Generic

HONGYING CAI

NEW YORK,NY

Summary

Accomplished Senior Banker known for high productivity and efficiency in task completion. Skilled in risk management, financial analysis, and client relationship building. Excel at communication, leadership, and problem-solving to deliver exceptional banking services.

Overview

7
7
years of professional experience

Work History

Senior Banker

Bank of America
FLUSHING, NY
07.2023 - Current
  • Discussed client financial options to keep customers informed regarding transactions.
  • Managed client relationships and provided exceptional customer service.
  • Discover client life priorities through life plan conversations.
  • Digital prospecting and assist clients with digital shopping carts.

RELATIONSHIP MANAGER AND BUSINESS OWNER SPECIALIST

BANK OF AMERICA
New York, USA
09.2022 - 07.2023
  • Established and maintained relationships with individual and business customers and provided assistance with problems these customers may encounter
  • Answered customer inquiries involving rates, products and loan application status to provide quality customer service
  • Marketed bank products to individuals and firms, promoting bank services meeting customers' needs

Relationship Banker

BANK OF AMERICA
New York, USA
03.2021 - 09.2022
  • Answered customers' questions and explained available services
  • Compiled information about new accounts, enter account information into computers and file related forms and other documents
  • Executed wire transfers of funds
  • Performed teller duties as required

Client Service Representative

BANK OF AMERICA
New York, USA
03.2020 - 03.2021
  • Managed relationships with referral sources, resulting in steady referral stream
  • Responded to complaints, resolving issues while providing high-quality customer service
  • Scheduled client meetings or responded to calls to address questions

Delivery Driver

FRESH GOGO INC.
New York, USA
11.2019 - 03.2020
  • Picked up and delivered freight between facility and customers, supporting selling process
  • Communicated with dispatch to improve route production and identify optimal ways to perform duties

General Manager

SHINSHI RAMEN
New York, USA
05.2018 - 08.2019
  • Recruited team members for maintaining adequate staffing levels according to projected sales
  • Managed company assets by maintaining clean and fully equipped establishments with properly working equipment
  • Maintained product and service quality standards by conducting ongoing evaluations and investigating complaints

Education

Associate In Science (A.S.) - MARKETING AND SALES MANAGEMENT

New York City College of Technology
Brooklyn, NY
06.2013

Skills

  • Adaptable to changing conditions
  • Critical thinking
  • Financial goal discovery
  • De-escalating conflicts
  • Cross-selling products
  • Customer relationship management
  • Team member development

Languages

  • Chinese (Mandarin), Fluent
  • Chinese (Cantonese), Fluent

Languages

Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Professional

Timeline

Senior Banker

Bank of America
07.2023 - Current

RELATIONSHIP MANAGER AND BUSINESS OWNER SPECIALIST

BANK OF AMERICA
09.2022 - 07.2023

Relationship Banker

BANK OF AMERICA
03.2021 - 09.2022

Client Service Representative

BANK OF AMERICA
03.2020 - 03.2021

Delivery Driver

FRESH GOGO INC.
11.2019 - 03.2020

General Manager

SHINSHI RAMEN
05.2018 - 08.2019

Associate In Science (A.S.) - MARKETING AND SALES MANAGEMENT

New York City College of Technology
HONGYING CAI