Wing Yan Lam
San Francisco
Summary
Results-driven Universal Banker known for accuracy in financial transactions and a commitment to client education. Demonstrated ability to resolve customer inquiries and collaborate effectively within teams to deliver exceptional service.
Overview
4
4
years of professional experience
Work History
Universal Banker
Citibank
San Francisco
05.2023 - Current
- Assisted customers with account openings and service inquiries.
- Processed transactions accurately and efficiently at the teller line.
- Educated clients on banking products and services available.
- Resolved customer issues while maintaining a positive experience.
- Collaborated with team members to enhance service delivery.
- Maintained compliance with banking regulations and policies.
- Utilized digital tools for account management and customer support.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Answered telephone inquiries regarding account balances, fees or general information.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Verified customer identity through driver's license or other forms of identification.
- Advised customers on how to use mobile banking applications effectively.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
Cashier
Sheng Kee Bakery
San Francisco
06.2022 - 06.2024
- Processed customer transactions efficiently using point-of-sale systems.
- Assisted customers with product selections and inquiries about bakery items.
- Maintained cleanliness and organization of the checkout area and display cases.
- Handled cash, credit, and gift card transactions accurately during busy shifts.
- Collaborated with team members to restock shelves and display bakery products.
- Resolved customer complaints promptly to ensure a positive shopping experience.
- Monitored inventory levels of bakery goods to minimize waste and shortages.
- Trained new cashiers on procedures for operating the register and customer service standards.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
Digital Marketing Specialist
Rambler Marketing
Hong Kong
10.2021 - 07.2022
- Managed social media accounts to enhance brand visibility and audience engagement.
- Developed engaging content for digital marketing campaigns across various platforms.
- Conducted market research to identify trends and inform strategic decisions.
- Optimized website content for search engines to improve organic traffic flow.
- Developed and implemented digital marketing campaigns to increase brand awareness.
- Performed keyword research and analyzed SEO performance of webpages.
Education
Associate of Science - Business Administration
City College of San Francisco
San Francisco, CA06-2026
Skills
- Customer service
- Digital marketing
- Financial transactions
- Team collaboration
- Social media management
- Market research
- Branch operations
- Check processing
- Cash handling proficiency
- Currency exchanges
- Transaction processing
- Educating clients
- Cross-selling expertise
Languages
English
Professional
Chinese (Cantonese)
Professional
Chinese (Mandarin)
Professional
Timeline
Universal Banker
Citibank
05.2023 - Current
Cashier
Sheng Kee Bakery
06.2022 - 06.2024
Digital Marketing Specialist
Rambler Marketing
10.2021 - 07.2022
Associate of Science - Business Administration
City College of San Francisco