JENNIFER SY
Rocklin,CA
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
30
30
years of professional experience
Work History
Customer Service Associate Part Time
EPPS
01.2020 - Current
- Manage trust accounts for debt program management companies
- Provides excellent customer service by responding to customers' inquiries and requests via email or phone reliably
- Transfer funds, cancels payments, open, suspend or close client's accounts in an accurate manner
- Handles confidential documents of customers and submits it to the proper regulating bodies in a timely way
- Audited bank fund transfer forms to ensure its accuracy and correctness
- Prepares daily Excel reports for managers
- Trained four new colleagues to process checks and refunds for customers
- Perform other administrative task such as faxing documents, mailing (stamps.com, DHL) photocopying, ordering supplies, answering the office's multi phone line
Bank Teller
Citibank
01.2008 - 01.2009
- Company Overview: Financial services corporation and investment bank
- Executed financial transactions in accordance with bank policies and procedures for customers
- Identified customer needs in order to deliver banking products and services to them
- Promptly resolved issues and discrepancies concerning customers' accounts
- Adhered to operational controls including legal, corporate and regulatory procedures to ensure the safety and security of customer and bank assets
- Performed other administrative duties such as faxing documents, photocopying, ordering supplies, answering the office's multi phone line
Assistant Branch Manager
HSBC Savings Bank
01.2002 - 01.2007
- Company Overview: a subsidiary of HSBC, a British universal bank and financial services corporation
- Supervised the customer service, operations & sales initiatives of the branch
- Ensured the staff is well-trained and prepared to handle their job by letting them attend trainings, seminars, do computer based trainings and receive the needed coaching from me
- Ensured the branch is in compliance with internal as well as government regulatory policies and by satisfactorily passing all audits
- Successfully relocated a branch and dealt with IT and other vendors in the set-up of equipment, phone lines and other logistical requirements
- Trained new staff officers on day to day management of the branch
- Worked with IT and designed a training database program to track and monitor employee-attended trainings
- Assisted VP Training in planning the yearly training needs of the entire company and preparing the Area Operating Plan of the department
Training Administrative Assistant
HSBC
01.1996 - 01.2002
- Company Overview: a British universal bank and financial services corporation
- Supported VP Training and Training Managers in organizing training events for the company
- Prepared PowerPoint presentations for the trainers and ensure the logistical requirements are met
- Made travel & catering arrangements, booked hotels and convention rooms, ensured all equipment (i.e. laptops, LCD projector, white screen, sound projectors) are functioning before training day
Education
BS - Commerce Marketing Management
De La Salle University
01.1996
BA - Psychology
De La Salle University
01.1996
Skills
- Microsoft Office
- Excel
- Word
- Outlook
- Powerpoint
- Sharepoint
- Tool / Technology
- Customer service
- Customer support
- Team collaboration
- Problem resolution
LANGUAGES
Filipino - Native
English - Proficient
Chinese Mandarin - Intermediate
Chinese Hokkien - Proficient
Timeline
Customer Service Associate Part Time
EPPS
01.2020 - Current
Bank Teller
Citibank
01.2008 - 01.2009
Assistant Branch Manager
HSBC Savings Bank
01.2002 - 01.2007
Training Administrative Assistant
HSBC
01.1996 - 01.2002
BA - Psychology
De La Salle University
BS - Commerce Marketing Management
De La Salle University