Mirian Wong
BRENTWOOD,NY
Summary
Motivated professional with a strong focus on relationship management and sales solutions. Sales expert adept at identifying customer needs and familiar with bank regulations and best practices.
Overview
14
14
years of professional experience
Work History
Relationship Banker
Webster Bank
Hauppauge, Ny
04.2025 - Current
- Assisted clients with account inquiries and transaction processing.
- Identified financial needs of customers and presented appropriate product and service options.
- Conducted risk assessments for new account applications.
- Built strong relationships with clients through regular follow-ups.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers and direct deposits.
Banker 1
People's United Bank
Brentwood, Ny
10.2012 - 05.2022
- Assisted customers with account inquiries and transaction processing.
- Managed daily cash transactions and ensured compliance with banking regulations.
- Educated clients on banking products and services to enhance financial literacy.
- Collaborated with team members to streamline workflow and improve service delivery.
- Resolved customer issues by providing effective solutions and support.
Education
High School Diploma - General Studies
Latino Americano
Lima Peru, XxxxxSkills
- Account management
- Transaction processing
- Customer relationship management
- Compliance with banking regulations
- Customer onboarding
- Risk assessment
- Sales solutions identification
- Client education on financial products
Languages
English
Professional
A1
Spanish
Native/ Bilingual
A1
Timeline
Relationship Banker
Webster Bank
04.2025 - Current
Banker 1
People's United Bank
10.2012 - 05.2022
High School Diploma - General Studies
Latino Americano