Post Job Free

Resume

Sign in

Business Development Credit Union

Location:
San Jose, CA
Posted:
March 13, 2024

Contact this candidate

Resume:

Tiffany Hoang

**** ********** **

San Jose, CA **132

Cell: 669-***-****

Email:ad4a2d@r.postjobfree.com

Objective:

I am seeking a rewarding and challenging position that offers me long-term stability and growth potential with an organization, which will utilize my experience in, sales, business development, real estate loans and consumer lending to create growth for both the company and my colleagues through my pragmatic, self-driven, and outgoing demeanor.

Accomplishment:

Meriwest Credit Union president club from 2022

2003-2020 CBT bank Top Visa performer.

Qualification Highlights:

• Bilingual, fluent in Vietnamese

• Computer proficient with Windows®, iOS, Android, MS-Office: MS Word, MS Excel, MS PowerPoint,

• Strong working knowledge of financial institution standards, regulations, and procedures

• Strong verbal and communication skills

• Cultivated avenue of referral sources and depending business partner’s relationship, while building new partners.

• Productive, dedicated, and focused; able to prioritize and complete multiple tasks efficiently

Professional Experience:

Meriwest Credit Union – 2021 to 2023 – Financial Service Representative

• Making calls to prospective customer

• Made campaign calls through the Credit Unions CRM

• Prospect new clients through strategic marketing campaigns, networking events, cold calling.

• Uncovered client needs and refer them to the right department to open additional credit union services

• Attended various networking and mixer events to find potential new leads

• Constantly work with the Business Development Department and mortgage department in events to expand the Credit Union’s products and services

• Processed and funded personal/car loans, line of credits and home equity products

• Daily interactions with lending department to help out with CUDL deal and HELOC package.

• Daily interactions with the Mortgage, Business Baking,Business Development, Lending and Investment Services Departments

• Daily interactions with realtors/ loan consultant outside of Meriwest to generate more sale and services.

• Meet and exceed weekly/monthly sales goal

CBT Bank – 2003 to 2021 – Personal Banker

• Assisted members on their daily transactions; deposits, withdrawals, payments, etc…

• Managed cash and monetary instruments at a large volume

• Referral approach to the client’s values and needs

• Constantly work with the Business Development Department and mortgage department in events to expand the bank products and services.

• Processed and funded personal/car loans, line of credits and home equity products

• Daily interactions with the Mortgage, Business Banking, Lending and Investment Services Departments

• Alert to cross-sell opportunities and refer to specialist

• Multi-tasking with several pending duties

• Meeting and exceeding daily, weekly, monthly, and quarterly sales goals/hurdles

• Ability to balance and maintain cash controls

• Researched and resolved credit related transaction. Education:

AA Business Administration – De Anza college Community College References:

Christina Thach- BD manager 408-***-****

Khanh Nguyen – Financial Center Manager 408-***-****



Contact this candidate