Driven and results-oriented Banking Professional with over 5 years of experience in managing financial information, ensuring customer data security, and mitigating operational risks. Proficient in sales analysis and adept at matching Clients with appropriate account solutions to meet their financial needs, while exceeding retail targets in the financial product pipeline. Highly organized and motivated with leadership skills to deliver exceptional customer service.
Overview
16
16
years of professional experience
14
14
years of post-secondary education
4
4
Certifications
1
1
Language
Work History
Senior Savings Specialist
Genpact Inc.
Richardson, Texas
04.2021 - Current
Utilize expert product knowledge to provide exceptional customer service through phone and chat channels, offering guidance on application processes and navigation support.
Facilitate customer onboarding while adhering to departmental policies and regulatory requirements.
Resolve escalated calls, support agents and customers by answering questions, acting on accounts, and providing guidance on system navigation.
Maintain accurate customer interaction records by efficiently accessing and documenting multiple electronic systems.
Review customers' concerns by gathering pertinent data and perform outbound calls to address needs through appropriate process management, deescalating pending oversight issues.
Exceed quality assurance performance metrics, delivering exceptional customer service across call quality, CSAT, and schedule adherence.
Process domestic wire transfers, including escrow, brokerage, and regular wire.
Provide technical troubleshooting assistance to customers, contributing to overall customer satisfaction.
Drive operational excellence by contributing to process improvements and project initiatives.
Learning Coach
California Virtual Academy
11.2019 - Current
Manage and mentor a team of students toward success and positive mind-set
Prepare student guide, log attendance, and maintain necessary communication with instructor
Make, revise, and organize schedule for student to follow so that they can work efficiently and effectively
Prepare advance preparations for next classes using daily and weekly lesson metrics
Scanning, grading, and documenting sample work instructor inspection
Organize paperwork samples for grading, submission, and filing
Help train student to work independently, and learn to stay on task
Ensure 100% attendance of student for mandatory virtual classroom and assembly
Universal Banker l, Mechanics Bank
12.2018 - 12.2019
NMLS# 1893810
Exceeded Retail goals by 300%
Opening and closing new personal and business account to meet customers’ needs
Providing exceptional customer service to customer without delay to process
Inform customers about financial product including branding, mobile and online service following banking policies, regulations and compliance for satisfactory banking experience
Follow due diligence in processing transaction for customers paying attention to cash payment and receipt in a high-volume working environment
Foreign Exchange, domestic and international wire transfer processing for customers with professionalism
Respond to customer inquiries, complaint, and suggestions escalating to appropriate department when need be
Taking loan applications like small business loan, Mortgage, Line of Credit for Business and Consumer needs as part of consumer banking and retail sales
Achieved excellent customer relationship management satisfaction by knowing every constant customer (KYC) to better understand them to meet their financial goals
Increase, retain and deepen client relationship developed using outstanding memory which increased branch revenue by 30% which got us recognition by Retail Vice President
Handling debit and credit card fraud issue meticulously for and issuing new Debit card for convenience
Review Finance statement, using business administration experience focusing on understanding the financial service industry
Teller
Wells Fargo Bank
12.2017 - 05.2018
Providing excellent Customer Service while multi-tasking in-between processing their transaction, verifying financial document, and asking question on how to serve customer better
Achieved an excellent cash drawer balance with 0 % shortage, scanning and batching all transaction
Balanced and manage the Cash drawers, TCR (Cash Recycler), and vault teller transactions due to fast cash counting ability
Processing deposit and withdrawal of cash checks and other monetary instruments verify endorsement to avoid counterfeit and ensure proper identification (KYC) for risk management
Handling more than 50 transactions daily with more than $100k in cash transaction
Produce then issue bank instrument like Temp check, bank draft to customers and process cash advances
Cross sell new product and services leading to referral to partners increasing customer relationship and retail sales
Working above and beyond as a team and huddling to improve, meet and exceed branch set retail goals,
Trained to service ATM, doing cash refill clearing jam and process check.
Cashier and Customer Service
The Home Depot
06.2017 - 01.2018
Fallas Parades
08.2014 - 10.2016
Cash counting before the start of each day sales
Answering and directing Customer’s phone calls to appropriate department
Introduction of new product to customer
Introduction of Company’s Credit to fit each customer’s needs
Opening and process of New Credit line
Daily interaction with customer
Taking Customer’s Detail to process order
Rhemarc Construction Ltd
11.2009 - 04.2014
Offer customer assistance to Client and Customer
Address Waybill of company’s Sub-contractors for faster processing of supplies and payment
Manage and modify necessary documents like e-mails, report, data, memos
Work in a team to prepare meeting for scheduling, charts and progress reports
Set up Meetings with the Company directors and Partner
Assist in Company’s Payroll
Process invoices, purchase order, expense receipt and manage company’s orders
Maintain necessary office supplies, and supervises delivery of production and project materials
Perform various month to inspection of supplies and materials.
Front Desk Assistant / Personal assistant
Bau Firma Ditting LTD
11.2007 - 09.2009
Offer customer assistance to client to promote customer relation
Manage and coordinate the daily calendar of the management staff
Deal with Waybill of company’s Sub-contractors
Deal with document by preparing and modifying them for reports, meetings and email correspondence
Setting up Meetings for Managers and Directors with Business Partner
Assist in Company’s Payroll management by filing and mailing to clients and staff
Provide and maintain necessary office supplies for the office
Answers calls from clients and deal with customers inquires and complaint
Education
High School Diploma -
Federal Government College
09.1996 - 08.2002
Associate of Science - Accounting And Business Management
Los Medanos College
Pittsburg, CA
01.2016 - 05.2019
Associate of Arts - Liberal Art: Behavioral Science And Social Science
Los Medanos College
01.2016 - 05.2019
Bachelor of Science - Business Administration: Mgt Information System
Southern New Hampshire University
02.2022 - 05.2023
No Degree - Operation And Supply Chain Management
Southern New Hampshire University
Hooksett, NH
05.2001 -
Skills
Banking operations knowledge with Consumer, Retail banking, and Financial advisement
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Certification
Certificate Course in Microsoft Office 2010
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The problem is not to find the answer; it’s to face the answer.
Terence McKenna
Timeline
Bachelor of Science - Business Administration: Mgt Information System
Southern New Hampshire University
02.2022 - 05.2023
Senior Savings Specialist
Genpact Inc.
04.2021 - Current
Learning Coach
California Virtual Academy
11.2019 - Current
Universal Banker l, Mechanics Bank
12.2018 - 12.2019
Teller
Wells Fargo Bank
12.2017 - 05.2018
Cashier and Customer Service
The Home Depot
06.2017 - 01.2018
Associate of Science - Accounting And Business Management
Los Medanos College
01.2016 - 05.2019
Associate of Arts - Liberal Art: Behavioral Science And Social Science