Customer Service Sales

ALICE L. FUNK

Thousand Oaks, CA

626-***-**** ab9ih3@r.postjobfree.com

Customer-focused professional with experience in consumer and business banking products and retail bank

branch operations. Quick learner with proven expertise in client account analysis, strategic business planning,

and budgeting. Proven ability to gain customer trust, identify individual needs, a nd present appropriate product

and service offerings. Proficient in Microsoft Office. Fluent in Mandarin, Cantonese, Taiwanese, and Teochew.

EDUCATION

MOORPARK COLLEGE, Moorpark, CA anticipated 2014

Pursuing Associate of Arts in Business

2000 – 2001

CALIFORNIA STATE UNIVERSITY, Los Angeles, CA

American Culture and Language Program

PROFESSIONAL EXPERIENCE

2012 – 2013

SAN MARINO SECURITY SYSTEMS, INC., San Marino, CA

Office Administrator

Provided administrative support to a 20-member team ; answered multi-line phone and performed data entry.

Provided outstanding customer service, assisting clients with troubleshooting products, dispatching

technicians, and scheduling appointments. Provided translation services for non-English speaking clients.

Developed daily schedule for 20 technicians. Tracked and contacted past-due accounts.

Recouped approximately $50,000 from past-due client accounts in the first two months of employment.

Developed marketing and event campaigns.

2011 – 2012

W ELLS FARGO BANK, San Gabriel, CA

Personal Banker

Serviced existing client relationships and managed their ongoing investment, loan, and banking needs.

Profiled new clients and develop customized solutions for each client’s needs. Reviewed financial goals,

prepared presentations with recommendations, followed up on client contacts, and closed sales of

investments, loans, and banking products that met clients’ needs. Work ed closely with mortgage originators,

investment team leaders, business bankers, and other partners to meet client goals.

Exceeded quarterly goals consistently, opening at least 100 checking accounts and 150+ credit cards.

Conducted several offsite promotional events to raise awareness of the company’s financial pr oducts,

services, and solutions; increased customer base.

2010 – 2011

JPMORGAN CHASE & CO., Temple City, CA

Teller

Assisted customers in completing transactions and making financial decisions. Explained bank procedures

and sold services. Cashed checks, accepted deposits and loan payments, and processe d withdrawals / cash

advances. Prepared cash deposit bags on a daily basis; submitted daily reports on cash totals. Provided

prompt, courteous, and accurate customer service.

Consistently ranked as the top teller in the district in customer referrals.

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