Wei Yan
New York,NY
Summary
Versatile Teller knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature. Learn skills fast and be patient.
Overview
3
3
years of professional experience
Work History
Assistant Manager
Xi'an famous food company
New York, NY
05.2023 - Current
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Established processes for monitoring customer satisfaction levels.
- Maintained up-to-date knowledge of company products and services.
- Managed customer service inquiries and complaints in a timely manner.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
Loan Broker
Acentus Capital Advisors
New York, NY
03.2022 - 03.2023
- Conducted thorough due diligence prior to making any recommendations or purchases.
- Developed long-term relationships with customers by providing personalized service and advice.
- Evaluated customer's risk tolerance before recommending specific investments.
- Managed client assets according to established guidelines while minimizing exposure to risk factors.
Teller II/Universal Banker
Abacus Federal Saving Bank
New York, NY
06.2021 - 02.2022
- Assisted customers in opening new accounts and completing required paperwork.
- Cross-sold additional bank products when applicable to meet customer needs.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
Education
Bachelor of Science - Applied Science
New York City College of Technology of The City University of New York
Brooklyn, NY01-2019
Skills
- Bookkeeping operations
- Customer Service
- Operations Management
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Assistant Manager
Xi'an famous food company
05.2023 - Current
Loan Broker
Acentus Capital Advisors
03.2022 - 03.2023
Teller II/Universal Banker
Abacus Federal Saving Bank
06.2021 - 02.2022
Bachelor of Science - Applied Science
New York City College of Technology of The City University of New York
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