Jade Liang
879 University Ave, San Francisco,CA
Summary
Motivated and detail-oriented professional with diverse experience in customer service, operations management, and banking. Seeking an entry-level administrative position in finance with BART to leverage my skills in data management, customer relations, and financial operations.
Overview
19
19
years of professional experience
Work History
Banker
First Bank
01.2024 - Current
- Educating Customers on personal fundamentals to enhance their understanding and decision making.
- Implementing sales strategies to effectively promote financial products such as Certificates of Deposit (CDs), Money Market accounts, Mortgages, and Credit Cards.
- Guiding customers through the benefits of financial products and fostering greater financial literacy to help them make informed choices.
Operations Manager
Yong's Logistics Company
01.2022 - 01.2024
- Managed day-to-day operations and supervised team members, ensuring efficient workflow and timely completion of tasks
- Utilizing QuickBooks software to manage financial reconciliations and vendor transactions, ensuring compliance with company budget goals
- Implemented process improvements that reduced operational inefficiencies, resulting in cost savings
Business Manager
Bloomingdale's
01.2012 - 01.2021
- Led a sales team to exceed store revenue goals, managing a $1 million in brand revenue, and consistently achieving top sales performance.
- Trained and mentored team members, utilizing the POS system and Global Counter CRM system, improving overall sales skills and customer service.
- Managed inventory and sales reports, ensuring accurate financial documentation.
Customer Service and Trainer
Mastersoft-HK
01.2006 - 01.2011
- Provided customer support for accounting software users, troubleshooting issues and offering training to new clients
- Assisted in product demos and managed customer accounts, ensuring proper documentation and follow-up
- Supported team members in improving service delivery and customer satisfaction
Education
CRM Software/Quickbooks
City College of San Francisco
San Francisco, CASkills
- Salesforce & ERP Systems
- Microsoft Office Suite (Excel, Word, PowerPoint)
- POS Systems & CRM
- QuickBooks
- Strong communication and interpersonal skills
- Problem-solving and critical thinking
- Financial data entry and reporting
- Fluent in English, Mandarin & Cantonese
Achievements
- Invited to be a part of the Chairman's Club after sales revenue over $1 million
- Best Sales - Awarded Best Sales 5 times.
- Best Sales Team - Recognized for leading a top-performing team
Timeline
Banker
First Bank
01.2024 - Current
Operations Manager
Yong's Logistics Company
01.2022 - 01.2024
Business Manager
Bloomingdale's
01.2012 - 01.2021
Customer Service and Trainer
Mastersoft-HK
01.2006 - 01.2011
CRM Software/Quickbooks
City College of San Francisco