Customer Service High School

Jian Hui Zhang

Email: ********@**********.***

Address:

City: San Francisco

State: CA

Zip: 94112

Country: USA

Phone: 415-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

With 5 years banking experience, it's time for seeking a new challenging position with following capabilities.

Educational Background:

High School Dipolma from J Eugene McAteer High School, San Francisco CA 1/2001 to 6/2001 (General)

Job History / Details:

Summary

With 5 years banking experience, it's time for seeking a new challenging position - Senior Member Service Representative II in Redwood Credit Union with following capabilities.

Highlights

Experience in sales, cash handling and customer relationship.

In-depth knowledge of banking policies, procedures, and systems

Remarkable ability to effectively deal with high customer traffic and constant interruptions

Customer service-focused

Identified opportunities and cross-sold bank services and products.

Established and maintained positive client relationships.

Ability to speak fluently in English, Cantonese and Mandarin

Proficient with 10 key.

Experience

January 2007 to Current

East West Bank San Francisco, CA

Customer Service Representative / Mortgage Loan Originator

Customer Service Representative

Executed customer transactions, including deposits, withdrawals, account transfer and check cashing.

Issuing negotiable items including cashier's checks, traveler's cheques, and money orders.

Perform specialized tasks such as processing of night drop/mail/ATM transactions, preparing wire transfer, redeeming savings bonds and exchanging foreign currency.

Balanced daily cash deposits and bank vault inventory.

Placed proper holds on accounts for large items, repeat OD, new account and special handing advised according to organizational procedures and financial regulation .

Prepare CTR report when cash transaction that exceed $10,000 including multiple cash transactions that add up to $10,000 or more.

Explain, advise on and promote bank products and services to existing customers and potential client.

Answered telephone inquiries on banking products, account concern, and service complain. Maintained friendly and professional customer interactions.

Assisted customers in opening new checking, savings, money market, CDs, and now accounts.

Mortgage Loan Originator

Submitted loan applications to the underwriter for verification and recommendations.

Assisted senior-level loan officers with complex loan applications.

Interviewed an average of 5 mortgage loan applicants per month.

Developed and maintained relationships with local real estate agents.

Education

2001 J Eugene McAteer High School San Francisco, CA

High School Diploma

Contact this candidate