SHARON HUANG
San Dimas
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Bank of America
03.2025 - Current
- Serve as the primary point of contact for clients in the financial center, conducting in-depth conversations to understand financial goals and recommending appropriate banking, lending, and investment solutions
- Deliver a client-first experience by educating customers on digital banking tools, including mobile banking, online banking, and ATM services to enhance efficiency and self-service adoption.
- Execute accurate and timely cash transactions while maintaining strict adherence to internal controls, compliance standards, and risk management protocols
- Uphold the bank’s risk culture by ensuring all activities align with regulatory requirements, policies, and operational excellence standards
- Build and deepen client relationships through proactive outreach, appointment management, and follow-up communication to support long-term financial needs
- Partner cross-functionally with small business specialists, lending officers, and investment representatives to connect clients with comprehensive financial solutions
- Manage lobby traffic, scheduling, and outbound calls in a high-volume environment while maintaining service quality and efficiency
- Consistently demonstrate strong time management, critical thinking, and problem-solving skills to resolve client concerns effectively
Import Product Development / Merchandiser Manager
Sha Fashion
08.2018 - 12.2025
- Supported multiple internal business teams by gathering requirements, documenting process needs, and coordinating execution across design, sourcing, and sales teams.
- Analyzed sales and inventory data to identify business opportunities, forecast demand, and support strategic planning decisions.
- Built and maintained standardized templates for product development tracking, cost tracking, and production milestone monitoring.
- Acted as primary liaison between overseas vendors and internal teams to troubleshoot production, timeline, and quality issues.
- Led cross-functional project coordination from concept through production, ensuring adherence to timelines and cost targets.
- Presented product data, cost structures, and development updates to leadership and buyers to support business decisions.
- Identified plus-size market opportunity and supported expansion strategy through data analysis and customer trend insights.
- Improved internal communication processes by standardizing reporting and tracking methods across teams.
Relationship Manager
Bank of America
07.2016 - 06.2018
- Managed client portfolio while documenting customer needs and ensuring accurate system data entry.
- Partnered with internal specialists to resolve client account issues and support complex service requests.
- Used internal systems to track customer interactions, service requests, and product usage.
- Identified process gaps and escalated system or service issues to appropriate internal teams.
- Delivered data-driven recommendations aligned with client financial goals.
Education
Bachelor of Arts - International Relations, Global Business
University of Southern California
Skills
- User Support & Stakeholder Communication
- Data Analysis & Reporting
- Requirements Gathering & Process Documentation
- Workflow & Template Development
- Cross-Functional Project Coordination
- Change Management & System Adoption Support
- Troubleshooting & Issue Resolution
- AI Tools & Automation Support
- AI-Assisted Data Analysis & Reporting
- AI Content & Communication Drafting Tools
- Excel (Advanced), PowerPoint, Word
- Adobe Suite
- Production & Operations Management
LANGUAGES
English
Chinese (Mandarin, Cantonese)
Timeline
Relationship Banker
Bank of America
03.2025 - Current
Import Product Development / Merchandiser Manager
Sha Fashion
08.2018 - 12.2025
Relationship Manager
Bank of America
07.2016 - 06.2018
Bachelor of Arts - International Relations, Global Business
University of Southern California