Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Huijing Zheng

Huijing Zheng

Albany,NY

Summary

  • Professional senior banker with strong experience in retail banking, excelling in customer service and financial transactions by providing banking solutions.
  • Demonstrated expertise in account management and cross-selling banking products and build up customer relationship management with bank customers.
  • Adept at driving results through effective financial solutions
  • Skilled in client consultations, transaction processing, and regulatory compliance.


Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Retail Banker II

TD Bank
07.2021 - Current
  • Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
  • Processed applications for new accounts.
  • Assisted customers with banking needs and inquiries.
  • Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Monitored and verified suspicious activity on customer accounts. Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.

Senior Teller II

TD Bank
03.2019 - 06.2021
  • Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
  • Meticulously monitored cash drawer activity, ensuring accuracy in transaction processing and adherence to strict security protocols.
  • Boosted branch sales performance with proactive cross-selling of bank products and services to meet individual customer needs.
  • Cross-sold credit cards, loans and other bank products.
  • Identified fraudulent activities through diligent observation and adherence to established policies, safeguarding both clients'' assets and the bank''s reputation.

HRDirect Representative

HSBC
10.2014 - 04.2018
  • Resolved HSBC employees' complaints with empathy, resulting in increased loyalty by complying with HSBC HR policy.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.


Education

No Degree - Business

Sun Yat Sen University
Guangzhou, China Mainland
07-2009

No Degree - Associate in Trade of Pharmacy

Guangdong Pharmaceutical University
Guangzhou, China Mainland
06-2005

Skills

  • Branch operations
  • New account setup
  • Consumer banking and business customer support
  • Fraud prevention
  • Financial product sales
  • Loan processing
  • Compliance, banking laws, and regulations

Accomplishments

  • Achieved five-year continuous top performance rating "Quality High" from 2024 to 2020.
  • Life, Accident & Health Insurance License
  • Securities Industry Essentials

Certification

  • Life, Accident & Health Insurance License
  • Securities Industry Essentials
  • Certified Notary Public

Languages

Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
English
Native or Bilingual

Timeline

Senior Retail Banker II

TD Bank
07.2021 - Current

Senior Teller II

TD Bank
03.2019 - 06.2021

HRDirect Representative

HSBC
10.2014 - 04.2018

No Degree - Business

Sun Yat Sen University

No Degree - Associate in Trade of Pharmacy

Guangdong Pharmaceutical University

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Huijing Zheng