Xiaomeng Sherry Sun
Montclair,CA
Summary
Professional in branch management with strong expertise in operations and team leadership. Skilled in customer service, financial oversight, and staff development. Adept at fostering collaboration and driving results. Reliable, adaptable, and focused on meeting organizational goals.
Overview
6
6
years of professional experience
Work History
Assistant Branch Manager
East West Bank
01.2024 - Current
- 1. Supporting the Branch Manager in leading the branch team to achieve sales, service and operational excellence. Arrange customer seminars and branch employee training.
- 2. Process documents, open accounts, prepare reports, establish and maintain customer files.
- 3. Building and expanding commercial and retail sales relationships along with being accountable for branch sales results.
Customer Service & Sales Manager
Cathay Bank
11.2022 - 01.2024
- 1. Ensure staff are actively profiling customers during new account and teller transaction process to identify cross-sale opportunities to meet customer needs/requirements
- 2. Establish and manage the achievement of assigned team and individual sales production goals
- 3. Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit ratings. Implement appropriate controls and oversight for any identified deficiencies.
Relationship Banker II
Cathay Bank
05.2021 - 11.2022
- 1. Perform all aspects of new account opening procedures for all bank products/services.
- 2. Perform customer service functions such as check orders, change of address, return mail processing, supersede signature cards, and other account maintenance changes.
- 3. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.
Relationship Banker I
Cathay Bank
06.2019 - 05.2021
- 1. Perform deposits and withdrawal transactions.
- 2. Reconcile and balance teller cash drawer. Process outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance).
- 3. Assist customers with problem resolution.
Education
Bachelor of Science - Business Administration-Management
California State University - Los Angeles
Skills
- PUBLIC NOTARY: 2376785
- Life, Accident & Health or Sickness No: 4176642
Languages
Chinese (Mandarin)- Native
English-Professional
Timeline
Assistant Branch Manager
East West Bank
01.2024 - Current
Customer Service & Sales Manager
Cathay Bank
11.2022 - 01.2024
Relationship Banker II
Cathay Bank
05.2021 - 11.2022
Relationship Banker I
Cathay Bank
06.2019 - 05.2021
Bachelor of Science - Business Administration-Management
California State University - Los Angeles
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