Shi Huang
Philadelphia,PA
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in a fast-paced working environment. Successfully works as part of the team to reach personal and business goals. Known for successfully handling escalated customer support issues. Maintain client program operations by applying strong document management and resource coordination skills to day-to-day needs. Conscientiously address any need and resolve concerns to promote efficiency and maximize service outreach. Proven relationship-building and planning abilities. Flexible hard worker ready to learn and contribute to team success. Accomplished Manager with 3 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers. Professional Branch Banker with experience serving bank customers through various offerings. Helpful when processing transactions, opening accounts and cross-selling bank services. Team player quick to assist tellers, managers and other staff with various needs to deliver outstanding service. Results-driven Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
4
4
years of professional experience
Work History
Branch Banker
PNC BANK
06.2022 - Current
- Advised customers on bank products, services, and financial planning options
- Modified, opened, and closed customer accounts
- Met or exceeded sales goals by promoting bank products and services in customer interactions
- Set up new and regularly serviced existing accounts to bring in maximum revenue
- Built positive relationships with realtors to produce client referrals
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Identified customer desires and goals through needs-based sales tactics.
- Increased company revenue 300% by selling various investment products
Life Insurance Sales Agent
Transamerica Life Health Insurance Company
01.2022 - Current
- Met with customers to provide information about available products and policies.
- Attended industry conferences to stay informed of latest products and trends.
- Analyzed risk factors to recommend appropriate coverage levels.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sold Health, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Developed sales strategies to increase sales of insurance policies.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Developed comprehensive marketing plans to promote insurance products to potential clients.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Managed over 100 customers calls per day.
Real Estate Agent Assistant
Panphil Realty
02.2022 - 05.2022
- Scheduled home viewings with potential buyers
- Answered phone calls and emails from potential and existing customers
- Wrote purchase agreements, disclosures, and other contractual documents, using DocuSign to obtain signatures and complete paperwork
- Successfully guided home buyers and sellers through sales and purchase of properties
- Followed up with prospects throughout sales processes to
- Er assistance.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Coordinated appointments to show marketed properties.
Manager
YI PIN RESTAURANT
02.2021 - 11.2021
- Maximized beverage sales by suggesting appropriate food and drink pairings to suit unique customer preferences
- Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations
- Provided exceptional service to the high volume of daily customers
- Maintained accuracy while handling payments, giving change, and printing receipts to customers
- Welcomed guests with personable attitude and brought beverage orders while reviewing menu options
- Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales
- Answered guest questions regarding the menu, food and beverage preparation, recipe ingredients, and allergens
- Handled special customer requests for separate checks and menu substitutions.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Manager
TAP ESPORTS CENTER
10.2019 - 01.2021
- Greeted and encouraged feedback from customers to implement in-store operational changes
- Recruited and hired qualified candidates to fill open positions
- Trained employees on additional job positions to maintain coverage of roles
- Evaluated store performance by receiving, analyzing, and incorporating feedback from store inspections to implement action plans for improvements.
- Documented faults and bugs for referral to development staff for use in updates.
- Worked directly with clients in rollout and post-rollout stages to train and support new applications and systems.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Education
TRANSAMERICA - Life & Health Insurance
TRANSAMERICA
Philadelphia, PA03.2022
High School Diploma -
Bellevue University
Bellevue, NE06.2025
Associate -
Community College of Philadelphia
Philadelphia, PA01.2023
High School Diploma -
Academy At Palumbo
Philadelphia, PA06.2019
Skills
- Positive attitude
- Communicator
- Management
- Computer skill
- Bank Sales
- Customer Service
- Regulations
- Product and Service
- Motivational Techniques
- Cost Control and Reduction
- Performance Goals
- Customer Relationship Management
- Strategic and Financial Planning
- Sales Activities
- Job Assignments
Accomplishments
- Supervised team of 10 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Awarded "Tier 3 Sales Goal Employee" Award in 2022.
- Awarded "ALL-STAR EMPLOYEE" Award in 2022.
- Facilitated new customer service initiatives that resulted in a 80% improvement in satisfaction ratings.
- Grew customer base 70% and deposits by $5,000,00 in 2022-2023.
Languages
English
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Branch Banker
PNC BANK
06.2022 - Current
Real Estate Agent Assistant
Panphil Realty
02.2022 - 05.2022
Life Insurance Sales Agent
Transamerica Life Health Insurance Company
01.2022 - Current
Manager
YI PIN RESTAURANT
02.2021 - 11.2021
Manager
TAP ESPORTS CENTER
10.2019 - 01.2021
TRANSAMERICA - Life & Health Insurance
TRANSAMERICA
High School Diploma -
Bellevue University
Associate -
Community College of Philadelphia
High School Diploma -
Academy At Palumbo
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