Sales/Operations/Account Manager/Customer Service
Resume:
Wilbur Sham
Pomona, CA *****
******.****@*****.***
Account Representative
Bi-lingual (English & Mandarin Chinese) professional with strong project
management and business development experience, strong operations
experience, and able to lead, build high performing teams to reach goals.
Key Skills include Team Building, Multi-Site operations, Project
Management, Consulting, Relationship Building, Customer Service, Business
Development, Strong Communications and MS Office Software experience.
Professional Experience:
Peak Technical Services
Santa Ana, CA
Staffing Manager
1/14-8/14
Primary objective as a Staffing Manger is to efficiently and effectively
fill all types of open Civil, Structural, Mechanical, Process (Oil & Gas)
and Electrical Engineering positions. Develop a pool of qualified
candidates in advance of need, interviewing applicants, analyzing and
documenting their responses in our database, verifying references, and
comparing candidates' qualifications and work experience to job
requirements.
. Utilized the Internet for recruitment purposes by using social and
professional networking sites to identify and source potential candidates,
filled 3 hard to fill engineering positions within the first 90 days.
. Attended local professional meetings to create contacts within the
engineering industry. Maintain regular contact and build rapport with
possible future candidates and to ask for referrals for passive candidates
looking for new opportunities.
Independence Bank
Fountain Valley, CA
New Accounts/Customer Service Representative
2/11-8/13
. Proficient and knowledgeable in daily branch operations including ATM
balancing, vault balancing, branch balancing, stop payment audits, OFAC
audits, and overall compliance to FDIC regulations, US Patriot Act and Anti-
Money Laundering regulations, which resulted in passing and receiving high
marks on the annual bank audits.
. Developed new business opportunities and expanded existing customer
relationships through needs based selling and excellent customer service,
as a result branch reached 100% of sales goal and retentions goals
consistently.
. Represented Independence Bank, which sponsored many community events to
generate visibility and build influential contacts within the Fountain
Valley and Huntington Beach communities.
Sinaergy Technology Investment Corp.,
Beijing, China, and Los Angeles, CA
Project-Based Consultant
10/09-12/10
Trained specialist in the operations of an innovative Chinese low cost oil
extraction unit in the United States, through specialized training in the
technology aspects of the unit
. Demonstrated and presented the benefits of the low cost oil extraction
unit to US oil investors and oil well owners, describing the savings and
efficiency compared to traditional pumping units, able to sell three units
to oil investors.
. Researched the State of Illinois and California orphan oil wells and
worked with the state agency to acquire well rights in order to use the
extraction unit to pump on the orphan wells.
Pacific Life
Newport Beach, CA
Annuity Information Specialist
10/07-04/09
. Executed trade instructions between sub accounts, processed changes to
future allocations, processed withdrawals, rebalanced portfolio, and
changed Dollar Cost Averaging investment programs to ensure accurate
transaction, received Three Pillars award for exceptional customer service
excellence and portfolio management for two consecutive months.
. Provided relevant account information to customers and brokers regarding
product features, contract values, withdrawal benefits, fund performance,
benefit riders, IRA/Qualified Plan transfers and rollovers for the contract
owner, leading to high customer satisfaction and high retention rate.
. Advised all stakeholders including contract holders, brokers, and
internal clients on all aspects of Pacific Life's variable and fixed
annuity products.
US Bank
Hacienda Heights, CA
Licensed Personal Banker/Financial Specialist
06/06-08/07
. Ensured compliance with the US Bank Code of Ethics and all Anti-Money
Laundering, Bank Secrecy Act, information security and suspicious activity
reporting requirements to minimize risk and loss to the bank by asking
relevant questions to establish the identity of the client by building a
strong rapport with the client.
. Participated and represented US Bank in civic and community activities
which generated visibility and built contacts within the community
. Awarded top Financial Specialist in the LA East region for 4th quarter of
2006 by exceeding 100% of investment sales goal
. Developed new business and expanded existing customer relationship
through cross selling to satisfy the client's financial needs
Citibank
Santa Monica, CA
Licensed Personal Banker-Global Consumer Group
03/05-06/06
. Sourced, acquired, and expanded customer relationships by maximizing
sales opportunities and ensuring customer retention by cross-selling other
financial products.
. Adhered to operational controls, including legal, corporate, and
regulatory procedures, ensuring the security of customer and bank assets
resulting in minimal loss to the bank.
. Established through networking key relationships and business contacts
within the community executed strategic growth plans and increased the
deposit base by 10%.
. Executed integrated sales planning, relationship, and credit strategies
that are aligned with the Financial Center business plan, consistently
achieved revenue and service excellence goals as a team.
East West Bank
Alhambra, CA
Relationship Banker-Investment Services Division
04/03-03/05
. Lead, implemented, and coordinated Selling Customer On Relationships
Effectively (SCORE) project, tripling the cross sell ratio and increased
customer profitability by 30% within 90 days.
. Launched the spring and fall bank campaigns to the branch network,
tracked results to determine performance of branches, resulting in 80% of
branches reaching 100% of sales goals. At the end of the campaigns,
conducted presentations to management on results of campaigns and share
best practices.
. Conducted investment compliance training and product training to the
staff at 4 branches, coached and evaluated branch staff performance on
campaigns, trained staff on cross-selling products and sharing best
practices.
Beijing Elcon Construction System Co., Ltd.,
Beijing, China
Public Relations/Project Coordinator
11/00-12/02
. Promoted company and construction system at foreign chambers of commerce
events to engage several business contacts within the expatriate community
and increased company presence.
. Conducted presentations pertaining to our building system and tours at
our project site, resulting in securing future construction projects.
. Actively liaised between culturally and linguistically diverse
engineering teams, creating open communications, improving operating
efficiency and ensuring consistent execution and delivery of projects.
. Assisted in completing business set-up and registration paperwork with
the local government, to establish a representative office in Beijing.
. Discussed building code issues with Design Institute officials, making
adjustments to our construction system to follow China's building standards
and received approval from the local government.
Education:
Masters of Business Administration (MBA)
University of California Irvine, Irvine, CA, Paul Merage School of
Business, 06/09
Elective Courses: Business Strategy, International Business Strategy and
Organizational Behavior
Bachelors Degree in Social Ecology
University of California Irvine, Irvine, CA, 06/98
Core Courses: Psychology & Social Behavior and Criminology, Law & Society
Activities: UCI Rugby and UCI Pre-Law Society
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