Triy Bach
Huntington Beach,CA
Summary
Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
05.2021 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Branch Lead Designee
Wells Fargo
11.2023 - Current
- Assume responsibilities in the absence of branch leadership, demonstrating adaptability and decision-making skills.
- Coordinate and oversee daily branch operations, ensuring a seamless customer experience.
- Provide guidance and support to team members, fostering a positive work environment.
- Oversaw business transactions and practices to comply with regulations, bank policies, procedures and internal audit requirements.
Skills
- Business Development
- Operations Management
- Time Management
- Conflict Resolution
- Analytical Thinking
- Decision Making
- Relationship Building
- Team Management
- Product Knowledge
- Adaptability and Flexibility
- Resource Allocation
Languages
Vietnamese
Native or Bilingual
Timeline
Branch Lead Designee
Wells Fargo
11.2023 - Current
Associate Personal Banker
Wells Fargo
05.2021 - Current
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Grace ScottGrace Scott
Retail Store Manager at Sunny DaysRetail Store Manager at Sunny Days