Johnson Nguyen
Sacramento,California
Summary
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker (SAFE)
Wells Fargo
Sacramento, California
05.2023 - 11.2023
- Developed financial plans for customers based on their individual needs.
- Conducted account openings and closings for clients
- Cross-sold banking products such as credit cards, loans and investments.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Followed operational standards, promoting security, risk management and compliance.
- Assisted and advised customers on using online and mobile banking systems.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Bank Teller
Wells Fargo
Sacramento, CA
12.2021 - 05.2023
- Assisted management in bank opening and closing procedures
- Created connections and developed rapport with customers to provide personalized service
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Promoted bank products and services to consistently meet cross-selling goals
- Balanced cash drawer and maintained full accountability for assigned cash on hand
- Monitored bank vaults to verify correct cash balances
- Contributed to fraud detection support, documenting suspicious activity and reporting flagged transactions
- Responded to banking inquiries and requests from customers
- Processed ATM deposits and reconciled against reports
- Carried out special services for customers, such as ordering bank cards and checks
- Received mortgage, loan and public utility bill payments, verified payment dates and amounts due
- Prepared and verified cashier's checks
- Informed customers about foreign currency regulations and computed transaction fees for currency exchanges
Dental Insurance Specialist/Treatment Coordinator
Arden Smile Dentistry
Sacramento, CA
12.2015 - 12.2021
- Maintained knowledge of benefits claim processing, claims principles, medical terminology and procedures and HIPAA regulations
- Managed large volume of medical claims on daily basis
- Responded to correspondence from insurance companies
- Compiled electronic patient records covering conditions, treatments and diagnoses
- Utilized DenteMax to manage and confirm patient data, such as insurance, demographic and medical history information
- Worked closely with patients to deliver excellent and direct individualized patient care
- Maintained confidentiality of patient data and condition to safeguard health information.
Cashier
Walmart
Elk Grove, CA
08.2015 - 11.2015
- Acted as main point of contact for patients, doctors and hospital staff by closely reviewing medical charts and maintaining high levels of communication
- Educated patients by explaining preparation instructions for upcoming procedures and tests
- Worked with patients to schedule tests and procedures
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels
- Worked flexible schedule and extra shifts to meet business needs
- Helped customers complete purchases, locate items and join reward programs
- Restocked and organized merchandise in front lanes
- Maintained cash accuracy by working with supervisor to correct deficiencies
- Provided efficient and courteous service to customers
- Partnered with security and loss prevention, minimizing shrink.
Education
Bachelor of Science - Business Financing
Western Governors University
Salt Lake City, UT06-2024
Some College (No Degree) - Undergraduate Transferred
California State University Sacramento
Sacramento, CASkills
- Account Maintenance
- Client Acquisition and Retention
- Member Support
- Transaction Processing
- Customer Service
- Financial Statements Preparation
- Attention to Detail
- Cross-Selling and Upselling
- Platform Banking
- Opportunity Identification
- Relationship Building
- Wealth Management
- Banking Policies and Procedures
- Financial Advising
- Vietnamese Fluency
- Cash Handling
- Loan Application Expertise
- Financial Product Expertise
- Client Relationship Management
- Cash Vault Audit
- Loan Application Advisement
- Interpersonal Skills
- Branch Operations
- Safe Deposit Box Oversight
- Teller Support
Volunteer Experience
CHAPTER VICE PRESIDENT OF ACADEMIC AFFAIRS | 05/2014 - 08/2022
Vietnamese Eucharistic Youth Movement - Sacramento, CA
I had the privilege of serving my Catholic Parish's chapter of the international Vietnamese Eucharistic Youth Movement. We specialized in educating youth from the age of 6-17 through Vietnamese culture/traditions, catechism, as well as hosting community, and outreach projects. My latest responsibilities included planning a curriculum, communications with parents, and planning volunteer/fundraising events for our enrollment of over 600 youth.
Languages
Vietnamese
Native/ Bilingual
Timeline
Associate Personal Banker (SAFE)
Wells Fargo
05.2023 - 11.2023
Bank Teller
Wells Fargo
12.2021 - 05.2023
Dental Insurance Specialist/Treatment Coordinator
Arden Smile Dentistry
12.2015 - 12.2021
Cashier
Walmart
08.2015 - 11.2015
Bachelor of Science - Business Financing
Western Governors University
Some College (No Degree) - Undergraduate Transferred
California State University Sacramento