Sonickta Srey
Poulsbo
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
11
11
years of professional experience
Work History
Personal Banker
WAFD Bank
Poulsbo, WA
02.2022 - Current
- Developed personalized banking solutions to meet customer financial needs.
- Educated clients on products and services, enhancing overall customer satisfaction.
- Analyzed client accounts to identify opportunities for growth and improvement.
- Collaborated with team members to implement streamlined processes, increasing operational efficiency.
- Mentored junior bankers on best practices in customer service and account management.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Streamlined loan application processes, reducing wait times and improving client experience.
- Identified opportunities for business growth by analyzing client feedback and market trends.
- Trained new personal bankers, elevating team performance and service quality.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Promoted financial products by maintaining excellent service offering knowledge.
Office Administrator
Bennett Electric
Poulsbo, WA, USA
03.2016 - Current
- Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
- Maintain electronic and hard copy filing system
- Open, sort and distribute incoming correspondence
- Perform data entry and scan documents
- Manage calender
- Assist in resolving any administrative problems
- Run company errands to post office and office supply store
- Answer email from customers regarding their inquiries
- Prepare and modify documents including correspondence, reports, drafts, memos and emails
- Schedule and coordinate meetings, and appointments
Tax Preparer
Jackson Hewitt
Poulsbo, WA, USA
01.2020 - 02.2022
- Calculate tax payments
- Estimate tax returns, deductibles, liabilities, and expenses
- Prepare quarterly and annual reports
- Collect data from income statements and expense documents
- Complete clients' tax documentation
- Review data on reports and detect possible errors
- Answer tax- and finance-related questions
- Research new tax trends and regulations
- Advise individuals and companies on tax strategies
- Ensure compliance with government tax rules
Compliance Coordinator
Far Bank Enterprises
Bainbridge Island, WA, USA
02.2017 - 01.2019
- Managing and reporting compliance breaches and exposures.
- Developing, implementing and maintaining internal audit policies and procedures in accordance with local and international best practice.
- Reviewing all new products, systems or processes to ensure compliance
Assembler
Trulife
Poulsbo, WA, USA
05.2016 - 08.2016
- Interpreting assembly instructions, blueprints, and parts lists
- Assembling components; fastening parts and subassemblies
- Manual dexterity
- Math and measuring
Bartender/Server
Whistling Post
Skykomish, WA, USA
11.2014 - 12.2014
- Welcoming, acknowledging and greeting guests who come to the bar
- Maintaining the cleanliness of the bar area, as well as bar glasses and utensils
- Ensuring that customers receive an efficient and prompt service
- Engaging the guests in conversation
- Taking money from customers and process all card payments
- Mixing and serving alcoholic beverages to customers
Education
Diploma - Pharmacy technician
Everest College Renton
Renton, WA01-2014
Diploma -
Interagency Academy Seattle
Seattle01-2008
Training certification - bank teller
Goodwill education and training
Seattle, WA06-2007
Skills
- Bilingual in Cambodian and Thai
- Office 365
- Office Admin
- Bookkeeping
- Quickbooks
- Front Office
- Accounts Payable
- Administrative Experience
- Public Relations
- Notary
- Accounts Receivable
- Office Management
- Tax Experience
- Loans
- Business development
Timeline
Personal Banker
WAFD Bank
02.2022 - Current
Tax Preparer
Jackson Hewitt
01.2020 - 02.2022
Compliance Coordinator
Far Bank Enterprises
02.2017 - 01.2019
Assembler
Trulife
05.2016 - 08.2016
Office Administrator
Bennett Electric
03.2016 - Current
Bartender/Server
Whistling Post
11.2014 - 12.2014
Training certification - bank teller
Goodwill education and training
Diploma - Pharmacy technician
Everest College Renton
Diploma -
Interagency Academy Seattle