Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Serena Li

3418 E Kane Dr, Ontario,CA

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Work effectively in unsupervised environment and master new skills in a timely manner.

Overview

6
6
years of professional experience

Work History

Assistant Financial Center Manager

Bank Of America, N.A.
Diamond Bar, CA
09.2023 - Current
  • Managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively
  • Manages business results through formalized management routines and coaching
  • Manages market-level initiatives prescribed by market leaders
  • Manages organizational priorities and effective execution
  • Analyzed customer feedback data to identify areas of improvement in service quality

Small Business Consultant

Bank Of America, N.A.
Eastvale, CA
05.2022 - 09.2023
  • Acted as a trusted advisor to business clients with annual revenues of $1MM-5MM
  • Leveraged strong network of COI's to expand book of business
  • Tailored financial solution to different client to improve client’s financial wellbeing
  • Deepened client relationship by checking in with client through phone call and meeting appointment
  • Exceeded lending and deposit goals consistently by understanding client’s need and relationship managing
  • Received regional recognition for exceeded performance goals as a new Small Business Consultant

Relationship Manager & Lending Specialist

Bank Of America, N.A.
Rowland Heights, CA
06.2019 - 05.2022
  • Recognized consistently as top performer since Q3 of 2019
  • Networked with licensed real estate agent to increase lending referral
  • Grew an assigned portfolio of clients through client engagement calls
  • Partnered with Loan Officers, Business Bankers, and Financial Advisors to ensure clients receive tailored service for more complex financial needs

Front Desk Agent

Sheraton Los Angeles San Gabriel
San Gabriel, CA
02.2019 - 06.2019
  • Handled client’s enquiry and satisfactory recommendation through incoming phone call
  • Handled payment processing duties and provided customers with receipts and proper bills and change
  • Up Selling guest rooms and promoting hotel services

Education

Bachelor of Science - Hotel and Restaurant Management

California State Polytechnic University, Pomona
05.2019

Associate of Arts - Hospitality Administration And Management

Mount San Antonio College
06.2017

Skills

  • Excellent oral and written communications
  • Fluent in Chinese, Korean, and English
  • Strong client relationship building
  • Self-motivated
  • Goal-oriented
  • Effective communication
  • Sales and upselling
  • Hospitality and service industry background

Affiliations

  • Regional recognition for consistently achieving Deposit Balance Growth
  • Regional recognition for excellent customer service
  • Market recognition for top consumer lending opportunity finder
  • Regional recognition for sales performance
  • Market recognition for fast growing candidates
  • Ranked in the top 10% nationally for sales performance

Timeline

Assistant Financial Center Manager

Bank Of America, N.A.
09.2023 - Current

Small Business Consultant

Bank Of America, N.A.
05.2022 - 09.2023

Relationship Manager & Lending Specialist

Bank Of America, N.A.
06.2019 - 05.2022

Front Desk Agent

Sheraton Los Angeles San Gabriel
02.2019 - 06.2019

Bachelor of Science - Hotel and Restaurant Management

California State Polytechnic University, Pomona

Associate of Arts - Hospitality Administration And Management

Mount San Antonio College

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Serena Li