TERESA HU
San Francisco,CA
Summary
Enthusiastic and self-motivated individual with 5 years personal banking experiences who is known for performance excellence due to strong problem-solving and communication skills. Able to work efficiently in highly pressured work environment. Seeking a financial solution advisor to make the best use of financial knowledge for professional development. Strive to maximize outstanding banking experience for contributing to the company success.
Overview
5
5
years of professional experience
Work History
Senior Banker
Bank Of America
San Francisco
03.2021 - Current
- Achieve or exceed personal sales goals and receive recognized as one of the top performers in district.
- Work cooperatively with financial solution advisor and mortgage loan officer to provide support for all client financial needs.
- Consistently developed and maintained meaningful relationships with customers by resolving their issues and providing them appropriate financial solutions.
Relationship Banker
Bank Of America
San Francisco
11.2019 - 02.2021
- Offer lobby services management by warmly greeting and routing customers to the right associates or partners for financial assistances, significantly increased branch production
- Process and manage customer accounts including open and close, account maintenance and wire transfer
- Maintain focus on acquiring new customer accounts and deepening existing customer relationships through a variety of activities and consulting
FC Client Service Representative
Bank Of America
San Francisco
10.2018 - 11.2019
- Engage in accounts services to customers and received an excellence satisfaction rating from customers
- Responsible for maintaining cash drawer accurately and balancing currency, consistently performed 100% cash balancing accuracy
- Actively cooperated with manager to complete the confidentiality of client’s information and file documents properly, in accordance with the bank policies and procedures
- Handled high volume of financial transactions independently and perfectly process multi-tasking skill.
Education
Bachelor of Science in Accounting -
San Francisco State University
05-2018
Associates of Science in Accounting -
City College of San Francisco
San Francisco, CA05-2016
Timeline
Senior Banker
Bank Of America
03.2021 - Current
Relationship Banker
Bank Of America
11.2019 - 02.2021
FC Client Service Representative
Bank Of America
10.2018 - 11.2019
Bachelor of Science in Accounting -
San Francisco State University
Associates of Science in Accounting -
City College of San Francisco