Yuklin Tang
Arvada,CO
Summary
With a proven track record at PNC Bank, NA, I excel in enhancing customer satisfaction and branch performance through expert problem-solving and effective communication. My adeptness in banking software navigation and insurance sales, coupled with a knack for fostering client relationships, has significantly contributed to achieving and surpassing sales targets.
Professional in financial services industry, bringing comprehensive expertise in banking operations and client relationship management. Proven ability to improve branch performance through strategic planning and effective problem-solving. Known for fostering collaborative environments and delivering results, ensuring seamless adaptation to changing demands. Key skills include financial advising, risk management, and customer service excellence.
Overview
20
20
years of professional experience
Work History
Branch Banker III
PNC Bank, NA
03.2022 - Current
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
- Optimized branch performance by analyzing key metrics and implementing targeted action plans.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Improved customer satisfaction by providing personalized banking solutions and efficient service.
- Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
- Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
- Managed branch operations for seamless transactions and excellent customer experiences.
- Mentored junior bankers, fostering professional growth and development through coaching sessions.
- Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
- Reduced teller error rates through thorough training programs focused on accuracy when handling cash transactions.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Opened new accounts and made changes to existing accounts.
- Complied with established internal controls and policies.
Sr. Personal Banker
Fremont Bank
03.2021 - 02.2022
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
Assistant Branch Manager
CAFCU
03.2020 - 03.2021
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
Financial Professional Associate
Charter Oak Brokerage, MA
10.2014 - 02.2019
- Implemented effective risk management strategies to safeguard clients'' assets during periods of market volatility.
- Optimized asset allocation within client portfolios to achieve desired risk-return profiles while adhering to regulatory guidelines.
- Ensured compliance with all relevant laws and regulations by meticulously reviewing documentation related to client accounts.
- Led successful negotiations on behalf of clients, securing favorable terms in complex transactions.
- Participated in strategic planning initiatives to drive organizational growth and increase market share within the industry over time.
- Developed long-term relationships with clients, gaining trust and fostering loyalty through excellent service and communication.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Conducted research to answer questions and handle issues using multiple systems and resources.
Personal Banker
Bank of America
07.2008 - 04.2014
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Personal Banker
TD Bank, N.A
10.2004 - 06.2008
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Education
Associate of Arts -
Springfield Technical Community College
Springfield, MA05.2014
Bachelor of Arts - Business Administration
Bay Path University
Longmeadow, MA05.2016
Skills
- Insurance sales
- Cash handling proficiency
- Credit analysis
- Retirement planning
- Branch operations
- Cash handling and management
- Transaction monitoring
- Banking software navigation
- Bank services
- Banking product sales
- Sales tactics
- Product presentation
- BSA compliance
- Problem-solving abilities
Accomplishments
Key Accomplishment: Top Sales in North Region Colorado Q2, and Q3, 2024
Languages
Chinese (Cantonese)
Professional Working
German
Professional Working
Dutch
Limited Working
Timeline
Branch Banker III
PNC Bank, NA
03.2022 - Current
Sr. Personal Banker
Fremont Bank
03.2021 - 02.2022
Assistant Branch Manager
CAFCU
03.2020 - 03.2021
Financial Professional Associate
Charter Oak Brokerage, MA
10.2014 - 02.2019
Personal Banker
Bank of America
07.2008 - 04.2014
Personal Banker
TD Bank, N.A
10.2004 - 06.2008
Associate of Arts -
Springfield Technical Community College
Bachelor of Arts - Business Administration
Bay Path University
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