Sia Moua
Fresno,CA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
8
8
years of professional experience
Work History
Retail Relationship Banker
BMO Bank Of Montreal
11.2021 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Store Manager
Big Kahuna Frozen Yogurt
04.2016 - 09.2021
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Assisted with hiring, training and mentoring new staff members.
- Approved regular payroll submissions for employees.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
Education
Associate of Science - Biology
Fresno City College
Fresno, CA05.2021
Associate of Science - Allied Health
Fresno City College
Fresno, CA05.2021
Skills
- Relationship Building and Management
- Financial Advising
- Policy Development and Implementation
- Recordkeeping Requirements
- Cash Handling
- Security Understanding
Languages
Hmong
Native or Bilingual
References
Nathan Henson
(BMO Branch Manager)
Cell: (559) 473-6204
Branch: (559) 487-2100
Email: Nathanjhenson@yahoo.com
Monica Hernandez
(Assistant Branch Manager)
Cell: (559) 577-4415
Email: Hernandezmonica123@yahoo.com
Timeline
Retail Relationship Banker
BMO Bank Of Montreal
11.2021 - Current
Store Manager
Big Kahuna Frozen Yogurt
04.2016 - 09.2021
Associate of Science - Biology
Fresno City College
Associate of Science - Allied Health
Fresno City College
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