Sydney Zhong
Rowland Heights,CA
Summary
Consistent achievements as top producer. Cross sale opportunities to refer to Business Banking partners. Identify potential clients who can benefit from Lending, Credit, Investment, New money, Merchant and Relationship Deepening. Excellent time management and problem-solving.
Overview
10
10
years of professional experience
Work History
Small Business Banker
Bank Of America
07.2021 - 06.2023
- Managed portfolio of over 700 businesses, met with existing clients and prospects through outbound calling efforts and other contacts to discuss business financial needs.
- Focused on developing and maintaining profitable lending and deposit relationships with both new and existing business clients.
- Worked with borrowing clients to procure updated financial information on ongoing basis. Analyze clients' financial conditions, uncover lending need and recommend comprehensive financial solutions.
Small Business Relationship Manager
Bank Of America
10.2018 - 07.2021
- Established new and maintain strong relationships with business owners.
- Executed consistent follow-up routine to meet business owners' sales and service's need. Made at least 50 outbound calls per week.
- Collaborated with internal and external partners and conducted joint visits to leverage full capabilities of bank.
Relationship Manager
Bank Of America
08.2013 - 10.2018
- Communicated regularly with clients to understand personal and business needs, evaluate current product use and cross-sell new products.
- Responded to customer inquiries and resolved wide variety of issues to establish trust and increase satisfaction.
- Provided customers solutions by delivering seamless services, sales and fulfillment requests by answering calls or face to face meeting.
Education
Bachelor of Science - Accounting
California State University - Los Angeles
Los Angeles, CA05.2012
Skills
- Work Under Pressure
- Communication
- Fast Learner
- Ability to Multitask
Languages
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Small Business Banker
Bank Of America
07.2021 - 06.2023
Small Business Relationship Manager
Bank Of America
10.2018 - 07.2021
Relationship Manager
Bank Of America
08.2013 - 10.2018
Bachelor of Science - Accounting
California State University - Los Angeles
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Scott PetersenScott Petersen
Mortgage Loan Originator/Loan Structure Specialist at Bank of AmericaMortgage Loan Originator/Loan Structure Specialist at Bank of America
Erik PerezErik Perez
Logistics Operations Specialist at La Monarca BakeryLogistics Operations Specialist at La Monarca Bakery