Sally Chiu
Los Angeles,CA
Summary
Dynamic individual with hands-on experience in Consumer banking and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
30
30
years of professional experience
Work History
Associate Banker
JPMorgan Chase Bank
01.2021 - Current
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained friendly and professional customer interactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on online banking and mobile banking applications.
Lead Associate Operations
JPMorgan Chase Bank
06.2017 - 01.2021
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Built strong relationships with customers through positive attitude and attentive response.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Teller
JPMorgan Chase Bank
08.2002 - 06.2017
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Utility Clerk
Dai-Ichi Kangyo Bank of California
07.1999 - 03.2000
- Processed return items and chargebacks
- Balanced inclearing cash letter received from Federal Reserve Bank
- Verified and filed checks
- Encoded, balanced and prepared proof of deposits to be sent out to processing agent
Utility Clerk
Preferred Bank
11.1996 - 07.1999
- Researched and generated check adjustments
- Assisted in resolving out of balance differences related to proof
- Verified and called back entries performed by the wire clerks
Accounting Assistant
Omni Bank
07.1996 - 11.1996
Purchase Merchant Teller
Wells Fargo Bank
12.1994 - 06.1996
Education
B.A. - Economics
University of California, Irvine
Irvine, CA06.1995
Skills
- Customer Service-oriented
- De-escalating conflicts
- Audit support
- General Ledger
- 10-key
- Team Training
Accomplishments
Achieved passing audits of 99% score for 3 consecutive years as Lead Operations Supervisor
Helped team achieved National Achiever branch status in 2016
Languages
Chinese (Cantonese)
Limited Working
Chinese (Mandarin)
Limited Working
Timeline
Associate Banker
JPMorgan Chase Bank
01.2021 - Current
Lead Associate Operations
JPMorgan Chase Bank
06.2017 - 01.2021
Teller
JPMorgan Chase Bank
08.2002 - 06.2017
Utility Clerk
Dai-Ichi Kangyo Bank of California
07.1999 - 03.2000
Utility Clerk
Preferred Bank
11.1996 - 07.1999
Accounting Assistant
Omni Bank
07.1996 - 11.1996
Purchase Merchant Teller
Wells Fargo Bank
12.1994 - 06.1996
B.A. - Economics
University of California, Irvine
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