Sanda Bu

* Manage client accounts and provided personalized financial counseling by maximized the depth
of the client relationship by partnering with financial advisor, lending and merchant services
specialist
* Collaboration with business partner assess customer needs by being genuinely asking question
and identifying opportunities to help achieve their financial goal
* Responsible for maximizing sales performance of the branch and staff
* Manage and coach branch employees to engage customers and drive deposits & investment
growth for the branch
* Delivers exceptional customer services and coaches motivate team to deepen existing
customer relationship and acquire new customer
* Provide coaching and training to new team member to ensure compliance with the branch
policies and procedures
* Support other branch manager team in their absence. Assessed employee performance and developed improvement plans

• Maintained friendly and professional customer interactions.
• Assessed employee performance and developed improvement plans.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Engaged employees in business processes with positive motivational techniques.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
• Boosted branch sales by developing and deepening customer loyalty through incentive programs.

* Supported Branch Manager with general operations of the branch with maintaining accrue daily account opening and approving exception to policy as appropriate with within authority level

* Reviewed new account signature card and Authentication form daily and transmitted all banking document to perspective departments

* Assisted branches with operational support, such as training new branch operation manager and teller.

* Managed customer relations and customer service through daily communication and interaction.

* Maximized customer interactions by promptly identifying needs and wants.

* Increased customer satisfaction significantly within department.

* Build relationships with client to increase customer loyalty and repeat business