Lidia Phan
Livermore,US
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Assistant Manager/Public Works Employee
S & H Construction Inc.
04.2023 - Current
- Coordinated with architects, engineers and city officials to obtain necessary permits for various projects and scheduling inspections as required.
- Conducted weekly safety meetings with subcontractors and ensured compliance with OSHA regulations.
- Prepared and submitting daily field reports on labor hours, materials used and equipment operated for the duration of the project.
- Participated in Public Work pre-bid meeting and successfully submitting bids.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Universal Banker/Lead Bank Teller
FREMONT BANK
08.2020 - 04.2023
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
Store Manager
DONUT HOUSE
01.2014 - 01.2019
- Managed sales, customer service, and cash handling while overseeing credit card transactions, bank deposits, and retail staff.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
- Responded promptly to customer inquiries regarding menu items or pricing information.
Sales Coordinator/Marketing Assistant
E-TEK DYNAMICS
01.1996 - 01.1998
- Provided account management and administrative support to multiple sales team members for all international customers in a high-volume and deadline-driven work environment.
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
- Collaborated cross-functionally with marketing, IT, payroll, and other departments.
- Possess excellent organization and analytical skills.
Medical Administrative Assistant
CASHA RESOURCE HOME HEALTH CARE
01.1994 - 01.1996
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Transcribing doctors’ orders and treatment plans for accuracy and completeness.
- Assigned ICD-9 insurance codes for billing to corresponding medical diagnoses and treatments
- Managed procurement and inventory of office and medical supplies.
- Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues.
Education
Associate of Science - Medical Administration
Heald Business College
06-1995
Skills
- Excellent communication skills/organization skills, strong ability to manage multiple tasks
- Excellent customer service skills that includes good verbal and written skill communication
- Strong attention to detail
- Branch operations
- Cash handling proficiency
- Customer Service
- Teller experience
Certification
- Realtor DRE#02106924 License - 2021
Timeline
Assistant Manager/Public Works Employee
S & H Construction Inc.
04.2023 - Current
Universal Banker/Lead Bank Teller
FREMONT BANK
08.2020 - 04.2023
Store Manager
DONUT HOUSE
01.2014 - 01.2019
Sales Coordinator/Marketing Assistant
E-TEK DYNAMICS
01.1996 - 01.1998
Medical Administrative Assistant
CASHA RESOURCE HOME HEALTH CARE
01.1994 - 01.1996
Associate of Science - Medical Administration
Heald Business College
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