Niki Sun
Walnut Creek,CA
Summary
Results-driven with over 8 years of experience in the banking industry. Proven track record of exceeding sales targets, improving customer satisfaction, and leading high-performing teams. Skilled in developing and implementing strategies to drive business growth and ensure operational excellence.
Overview
9
9
years of professional experience
Work History
Branch Manager
CITI BANK
Lafayette, USA
03.2024 - Current
- Strategic Leadership: Develop and execute integrated sales and relationship strategies aligned with Retail Bank priorities.
- Team Development: Lead the hiring process and coordinate performance management for branch staff; utilize activity-based coaching to enhance employee skill sets.
- Business Development: Build robust referral networks and community partnerships to drive outbound sales activities and increase client acquisition.
- Operational Excellence: Oversee daily proof processes and investigate controllable losses to ensure 100% adherence to operational requirements and risk management protocols.
- Risk Management: Safeguard the firm's reputation by driving compliance with applicable laws and regulations, ensuring ethical business practices across all branch activities.
Personal Banker
CITI BANK
Fremont, USA
10.2021 - 03.2024
- Portfolio Growth: Deepened client relationships through proactive outbound/inbound calling and cross-selling relevant products to acquire new Book of Business customers and deepening existing relationships.
- Collaboration: Partnered with Wealth Relationship Manager, Financial Advisors and Home lending Officers to provide comprehensive financial solutions, enhancing branch loyalty and client satisfaction.
- Mentorship: Provided guidance to Tellers and junior staff on product knowledge, digital channel education, and referral identification.
- Risk Prevention: Be aware of any potential risk and report any suspicious activity, maintaining the security of client assets and bank interests.
Universal Banker
FREMONT BANK
San Jose, USA
11.2019 - 09.2021
- Operations Support: Assisted the Branch Manager in overseeing daily operations and reconciling cash transactions with high accuracy.
- Sales Performance: Consistently met assigned monthly and quarterly sales and referral goals through disciplined telemarketing and follow-up.
- Training: Acted as a mentor for new employees, explaining bank policies, deposit products, and Federal regulations to ensure team-wide compliance.
Associate Banker
EAST WEST BANK
San Jose, USA
03.2017 - 07.2019
- Client Service: Managed day-to-day financial transactions, including wire transfers and foreign currency exchange, while maintaining a high standard of accuracy.
- Lead Generation: Identified opportunities to connect customers with Subject Matter Experts in Wealth Management, Mortgage, and Commercial teams.
- Digital Integration: Educated clients on mobile and online banking portals to optimize their digital experience and transition to self-service channels.
Education
Business Administration and Management
San Jose City College
San Jose, CASkills
- Coaching & Mentoring
- Prioritize and handle escalations in a timely manner
- Sales Strategy
- Relationship Building
- Branch Operation
- Risk Management
- Microsoft Office (Excel, Word, PowerPoint)
Languages
- Chinese
- English, Fluent
- Chinese, Fluent
Timeline
Branch Manager
CITI BANK
03.2024 - Current
Personal Banker
CITI BANK
10.2021 - 03.2024
Universal Banker
FREMONT BANK
11.2019 - 09.2021
Associate Banker
EAST WEST BANK
03.2017 - 07.2019
Business Administration and Management
San Jose City College