THAO DO
Houston,TX
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.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
11
11
years of professional experience
Work History
Senior Banker
Bank of America
Houston, TX
07.2022 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Relationship Banker
Bank of America
Houston, TX
02.2014 - 06.2022
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Balanced teller drawers and ATM cash.
- Initiated cross-selling strategy that significantly increased uptake of additional banking products and services.
Education
Associate of Arts - Business Administration
San Jose City College
San Jose, CA06-2010
Languages
Vietnamese
Native or Bilingual
Timeline
Senior Banker
Bank of America
07.2022 - Current
Relationship Banker
Bank of America
02.2014 - 06.2022
Associate of Arts - Business Administration
San Jose City College