Yati Lin Le
Katy,USA
Summary
Results-oriented professional with over 3 years of experience cultivating and managing client relationships. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem- solving. Recongnized for introducing innovative technical ideas, analyzing large-scale data, and developing high-performing strategies. A collaborative and reliable team leader with a hands-on approach, comfortable adapting to new technologies, and leveraging them to enhance operational efficiency.
Overview
6
6
years of professional experience
Work History
Personal Banker
Prosperity Bank
03.2022 - Current
- Manage diverse client transactions and ensure data are accurate and adhered to federal reserve regulations and legal procedures.
- Enhance customer experience by 17% through fostering relationships and recommending customized financial solutions to drive customer success.
- Lead operational meetings to address immediate needs and actively seek opportunities to optimize organizational efficiency and performance.
- Conduct fundamental account maintenance in strict adherence to established bank policies and procedures, staying within assigned limits.
- Accountable for meticulously reviewing and verifying daily reports as assigned by Branch Management.
Lead Associate, Sales
Pennywise Resale Store
08.2020 - 03.2022
- Led and executed B2C marketing strategies resulting in a substantial 27% increase in sales volume.
- Implemented “Just In Time” inventory management approach to minimize excess inventory by 11% and enable streamlined operational processes.
- Managed individual performance via KPI and individual development plan to ensure efficient customer contacts to successfully sell sales initiatives.
- Managed, recorded, and archived financial data to analyze the potential focus areas for revenue growth.
Bakery Cashier
99 Ranch Market
06.2019 - 12.2019
- Handled customers’ inquiries in a professional manner and provided accurate information regarding products and services.
- Reconciled daily transaction using POS system to ensure accuracy of sales record.
- Served as a service representative, offering guidance and resolving complaints.
Education
BBA - Finance
University of Houston
Houston, TX05-2027
Associate of Science -
Skills
- Application: Microsoft Office, Cross Functions Accounts Payable Systems, CRM Systems
- Skill: Regulatory Compliance, Wealth Management, Resource Allocation Management, Financial Transaction Processing
- Language: English (Full professional proficiency), Burmese (Native)
Timeline
Personal Banker
Prosperity Bank
03.2022 - Current
Lead Associate, Sales
Pennywise Resale Store
08.2020 - 03.2022
Bakery Cashier
99 Ranch Market
06.2019 - 12.2019
BBA - Finance
University of Houston
Associate of Science -
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