Siem Ay
La Puente,CA
Summary
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Overview
23
23
years of professional experience
Work History
Client Service Associate
California Bank & Trust
11.2014 - Current
- Adheres to bank policies and procedures to provide service transactions to consumer and business clients.
- Refers and cross sell bank products to customers.
- ATM Sole Custody
- A backup to Branch Relationship Banker.
- General reports as need for Assistant Service Manager.
- Notary Public in California
Wealth Management - Customer Service Team Lead
Bank Of America
01.2004 - 01.2010
- Scheduled and monitored workflow of new accounts and researched requests coming from different channels.
- Provided support to Unit Managers, Team Managers, and Associates.
- Contacted clients via phone, email, and letter to obtain critical information.
- Reviewed and updated KYC monthly audit reports.
- Resolved all escalate issues that were brought to my attention. ( Awarded Spirit Medallions )
- Created and facilitated New Accounts and KYC/CIP compliance training for associates
Premier Relationship Center-Customer Team Manager
Bank Of America
01.2003 - 01.2003
- Managed the research and letter processing team.
- Conducted regular staff meeting to ensure compliance and policy guideline are followed.
- Enhanced associates satisfaction. ( Achieved a scores of 100% )
- Provided world class service to our premier clients and client managers.
- Investigated, performed, and resolved all types of requests for the premier customers and client managers.
Assistant Branch Manager
Bank Of America
08.2000 - 12.2002
- Managed the day to day operational and sale task in the banking center.
- Obtained way to address customer concern and issue to increase client satisfaction.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules.
- Conducted weekly staff meetings to motivate staff members,address concerns, and answer questions.
Education
High School Diploma -
Venice High Magnet School
Los Angeles, CASkills
- Guest Servies
- Cash Operations
- Loss Prevention
- Staff Management
- Excel Spreadsheet
- Word
Timeline
Client Service Associate
California Bank & Trust
11.2014 - Current
Wealth Management - Customer Service Team Lead
Bank Of America
01.2004 - 01.2010
Premier Relationship Center-Customer Team Manager
Bank Of America
01.2003 - 01.2003
Assistant Branch Manager
Bank Of America
08.2000 - 12.2002
High School Diploma -
Venice High Magnet School
Similar Profiles
Gil KennedyGil Kennedy
Business Center Manager| Relationship Manager at California Bank & TrustBusiness Center Manager| Relationship Manager at California Bank & Trust
JAIME GLEASONJAIME GLEASON
Communications Manager at California Bank & TrustCommunications Manager at California Bank & Trust
Tanya DecordobaTanya Decordoba
Treasury Management Sales Consultant/AVP at California Bank & TrustTreasury Management Sales Consultant/AVP at California Bank & Trust
Zak JohnsonZak Johnson
Regional Commercial Banking Manager - Senior Vice President at California Bank & TrustRegional Commercial Banking Manager - Senior Vice President at California Bank & Trust
NUVIA VALLESNUVIA VALLES
Lead Merch Processor at Williams-SonomaLead Merch Processor at Williams-Sonoma