Jackie Tang
Staten Island,New York
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Bank Teller
JJD Service Corp
12.2023 - Current
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
Health Insurance Agent
New York Life
10.2023 - Current
- Improved client satisfaction by providing personalized health insurance plan recommendations and guidance.
- Streamlined the application process for clients, resulting in faster approvals and fewer errors.
- Conducted thorough research on available health insurance plans, staying up-to-date on industry trends and policy changes.
Counselor
Brooklyn Chinese-American Association
07.2021 - 08.2023
- Improved client satisfaction through consistent communication, empathy, and understanding of their unique challenges.
- Assisted clients in setting realistic goals, developing action plans, and monitoring progress towards achievement.
- Worked closely with families to support clients in their recovery process and strengthen relationships among family members.
Sales Manager
Toigo Orchards
11.2015 - 08.2018
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
Education
Bachelors in Economics -
Hunter College City University of New York
05.2024
Skills
- Chinese: Mandarin and Cantonese
- Well-versed in Microsoft Excel, Stata, and Google Sheets
- Excellent written and oral communication skills
- Develops positive workplace relationships
- Financial Transactions
- Financial software
- Money Handling
Certification
- Series 17-55 November 2023 - New York Life, Accident and Health Insurance Agent/Broker
- Certificate of Attendance Food Protection Course for Special Food Programs - July 2023 - New York City Department of Health and Mental Hygiene
Timeline
Bank Teller
JJD Service Corp
12.2023 - Current
Health Insurance Agent
New York Life
10.2023 - Current
Counselor
Brooklyn Chinese-American Association
07.2021 - 08.2023
Sales Manager
Toigo Orchards
11.2015 - 08.2018
Bachelors in Economics -
Hunter College City University of New York