Zeying He
2031 EMERALD COVE DR RICHMOND
Summary
Diligent Accountant, superior account management and reconciliation skills leading to achievement of desired results. Versatile accounting professional with several years of experience and proficiencies in account management and reporting. Offers advanced abilities with quickbooks pro and microsoft office. Self-motivated banking professional offering strong communication and quick-thinking skills. Works productively on teams as well as independently in fast-paced environments. Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
Overview
13
13
years of professional experience
Work History
Banker
East west Bank
Houston
12.2023 - Current
- Perform daily wire transfers, checks, and fund transfers.
- Thorough understanding of bank account management, banking services, and international funds flow
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Recommend the right product that fit customer’s needs
- Connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs
- Introducing the bank’s latest technology products to meet our customers’ expanding needs
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Banker
Southwestern National Bank
Houston
06.2023 - 12.2023
- Assist with the preparation of bank account documentation, including new account openings and legacy closings, and preparation of necessary KYC documents
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Advised customers on bank products, services and financial planning options
- Assisted customers by answering banking questions and recommending solutions
- Helped customers understand and use mobile applications and online banking
Teller
Southwestern National Bank
Houston
03.2022 - 05.2023
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Assist and perform monthly cash budget and performance variance analysis
- Performed transactional, operational and customer support tasks through knowledge of bank procedures and products
- Help customer with loan, deposit, inter company loan, fund transfer, etc.
- Built and maintained client relationships through quality, personalized interactions
Government Accountant
National Radio and Television administration
Lhasa
07.2012 - 12.2019
- Assist with monitoring and managing the company’s cash position and ensure that sufficient funds are available to meet daily operations
- Assist and perform monthly cash budget and performance variance analysis
- Prepared monthly and year-end closing statements, financial documents and invoices
- Examined financial statements and income statements to review company's financial performance
- Analyzed monthly department budgeting and accounting reports to maintain expenditure controls
- Calculated and prepared checks for utilities, taxes and other payments
Education
Bachelor of Science - Finance
China Youth University of Political Studies
Beijing, China06.2012
Skills
- Strong verbal & written communication and presentation skills
- Strong attention to detail with the ability to thoroughly analyze data and work independently
- Good communication skills, ability to interact efficiently, and maintain strong working relationships with banking partners
- Relationship Building
- Customer Services
- Problem Solving
- Microsoft office software
- Strong organization skills
Timeline
Banker
East west Bank
12.2023 - Current
Banker
Southwestern National Bank
06.2023 - 12.2023
Teller
Southwestern National Bank
03.2022 - 05.2023
Government Accountant
National Radio and Television administration
07.2012 - 12.2019
Bachelor of Science - Finance
China Youth University of Political Studies