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Service Rep Credit Union

Location:
Houston, TX
Salary:
$80000/annual
Posted:
April 29, 2025

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Resume:

SW

Shaqing (Sarah) Wang

Professional Summary

Sales professional with proven track record in developing and executing sales strategies Well-organized, critical thinking and ability to prioritize workload. Knowledge of bank compliance regulations. Look for operations or sales related position in Houston TX. Accomplishments

● Top sales performer of First Tech Federal Credit Union

● The Jackson Laboratory 2019 Employee Recognition Work History

First Technology Federal Credit Union - Sr Sales & Service Rep Rocklin, CA

09/2022 - Current

Recognized as a top performer with numerous awards from the company for outstanding sales achievements.

Exceeded annual sales goals consistently by product offerings and market trends.

Mentored junior sales representatives by sharing best practices and offering guidance on effective prospecting techniques.

Established strong customer relationships through exceptional service and regular follow-ups, resulting in increased account retention.

● Identified and resolved discrepancies and errors in customer accounts. Provided comprehensive product training to new team members, ensuring they were well-equipped to meet their performance goals.

● Participated Oregon new contact center employee training sessions I. Optimized sales presentations by incorporating compelling visuals and persuasive language, resulting in higher close rates.

Implemented the CRM system to track leads, manage client relationships, and streamline communication within the sales team.

Troubleshot sales and service operations to increase profitability and bring positive organizational change.

Organized and coordinated and CARE sessions assisting leaders for cross department continuous improvement.

***********@*****.***

916-***-****

Roseville, California 95747

Skills

● Sales management

● Client Relationship Management

● Analytical Problem Solving

● CRM Software Proficiency

● Critical Thinking

● Detail Orientated & Well-Organized

● Effective communication

Education

10/2002

Harbin Institute of Technology

China

MBA: Business Administration

Languages

Chinese (Mandarin)

Native or Bilingual

Chinese (Cantonese)

Native or Bilingual

Dignity Health - Patient Services Representative II Rancho Cordova, CA

02/2021 - 09/2022

The Jackson Laboratory - Sales and Marketing Representative II Sacramento, CA

06/2018 - 02/2021

Shenzhen Black & White Advertising Co., Ltd. - General Manager Shenzhen, China

03/2003 - 03/2014

Specialized in medical referral & authorization in centralized referral and authorization department. Verified eligibility and collect benefits on patients.

Initiated specialist service referrals and obtained pre-authorization to ensure medical services to be delivered.

Sales representative designated to 6 Core clients, including Charles River JP, Stanford University medical center, etc. Responded to inquiries. Offered quotes and placed orders. Reviewed legal agreements and arrange shipment. Negotiated prices. Processed pre-payment to clients account.

Collaborated with managers to train new employee in China during 2018-2019. Participated launching China laboratory(Beijing).

Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.

Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.

Enhanced customer satisfaction with introduction of customer feedback system, leading to service improvements and repeat business.

Negotiated with suppliers to secure better pricing, reducing operational costs while maintaining product quality.

English

Native or Bilingual

Other Work Experiences

Healthcare work experiences

10/2015-11/2016

Covered California enrollment and

eligibility specialist

02/2017-06/2018

Health Net Member/Provider service

representative II



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