Yoma M. Cheung
Wilmington,DELAWARE
Summary
Targeted opportunity to apply customer service abilities in delivering exceptional support and solutions.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Personal Banker
Citadel Credit Union
Kennett Square, PA
10.2022 - Current
- Guided clients in selecting appropriate financial products to meet individual needs.
- Developed and maintained strong relationships with clients, enhancing customer loyalty.
- Conducted thorough financial assessments to provide tailored banking solutions.
- Open and close accounts, CD’s, IRA’s, applying for auto, home equity, mortgage, HELOC loans. Answering and making sales calls.
Float Teller
Key Bank
Westtown, PA
06.2021 - 09.2022
- Answer Phones
- Teller transactions (withdraws, deposits, cashing checks, ordering checks, order ATM/Debit cards, money orders, bank checks, counter checks, cash advances, closing accounts, printing out statements, and cross selling different accounts to customers
Unit Support Coordinator
Brandywine Hospital
Coatesville, PA
05.2007 - 05.2021
- Answer and transfer incoming calls.
- Order supplies for physicians of Behavioral Health units.
- Transport patients for medical testing.
- Filing, copy, and scan of patient medical records using EPIC & Cerner System
- Daily scheduling for nursing staff using the KRONOS system.
- Prepare admission/ welcoming folders for patients.
- Scheduling virtual Skype meetings for physicians.
- Patient sitter when the unit is short staffed.
- Keep weekly inventory of medical office supplies.
Teller & Customer Service Representor
Coatesville Saving Bank
Coatesville, PA
05.1999 - 02.2007
- Mortgage Loan Processor for customer accounts.
- ACH deposit and withdrawal of incoming and outgoing customer transactions.
Collection Service Rep
Jefferson Bank
Downingtown, PA
02.1998 - 05.1999
- Collection of delinquent accounts servicing one hundred calls per day.
Switchboard Operator
Citadel Federal Credit Union
Thorndale, PA
02.1995 - 02.1998
- Processor of ATM cards.
- Withdrawn and deposit of customer transactions.
Education
Business Management - undefined
Goldey Beacom College
Wilmington, DE05.1999
Senior High School - undefined
Coatesville Area
Coatesville, PA06.1996
Skills
- Cultivated and strengthened professional relationships to enhance collaboration
- Assisted in daily branch operations to support team efficiency Helped maintain accurate records and documentation for transactions Contributed to customer service initiatives to enhance client satisfaction
- Assisted customers with inquiries and resolved issues promptly Guided clients through product features and benefits to enhance user experience Supported team in maintaining high customer satisfaction ratings
- Enhanced customer satisfaction through proactive service and support initiatives
Certification
IMed & Cerner Medical Data Base. CPR, CPI
Timeline
Personal Banker
Citadel Credit Union
10.2022 - Current
Float Teller
Key Bank
06.2021 - 09.2022
Unit Support Coordinator
Brandywine Hospital
05.2007 - 05.2021
Teller & Customer Service Representor
Coatesville Saving Bank
05.1999 - 02.2007
Collection Service Rep
Jefferson Bank
02.1998 - 05.1999
Switchboard Operator
Citadel Federal Credit Union
02.1995 - 02.1998
Business Management - undefined
Goldey Beacom College
Senior High School - undefined
Coatesville Area