Sam Huang
Hopewell,Virginia
Summary
I have been consistently employed since the age of 15, with a strong background in consultative selling and a deep understanding of the people-centric nature of business. In addition to the experience outlined in my resume, I also spent five years in the automotive industry with Priority Automotive, where I further honed my skills in customer engagement monthly sales goal and sales strategy.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Success Advisor
Virginia Credit Union
08.2024 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Assistant Manager
Langley Federal Credit Union
12.2022 - 08.2024
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Supervised team of 8 branch employees and made recommendations regarding performance evaluations.
- Reviewed credit applications for risk factors and credit worthiness.
Senior Financial Customer Service Representative
Langley Federal Credit Union
08.2022 - 07.2023
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Cross-trained and backed up other customer service managers.
- Trained new personnel regarding company operations, policies and services.
- Investigated and resolved customer inquiries and complaints quickly.
Personal Banker
PNC Bank, NA
08.2019 - 11.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Trained new hires on customer service policies and procedures.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
Member Service Representative
ABNB Federal Credit Union
11.2017 - 08.2019
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Opened customer accounts and provided deposit and withdrawal receipts.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated customers about billing, payment processing and support policies and procedures.
Teller
ABNB Federal Credit Union
07.2017 - 08.2019
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Product Consultant
Priority Automotive
05.2012 - 07.2017
- Demonstrated products to help customers try out offerings before making purchases.
- Established long term customer relationships by using effective communication and active listening skills.
- Reviewed vehicles before final delivery to validate for completed tasks such as installed add-ons and damage corrections.
- Negotiated purchase prices and explained sales, warranty, and optional products.
Skills
- Leadership
- Conflict resolution
- Cross-selling
- Consultative selling
- Training and mentoring
- Product knowledge
- Problem-solving
- Client relationship management
Certification
- NMLS 1924154 (Inactive)
- Public Notary
Languages
Mandarin
Cantonese
Timeline
Financial Success Advisor
Virginia Credit Union
08.2024 - Current
Assistant Manager
Langley Federal Credit Union
12.2022 - 08.2024
Senior Financial Customer Service Representative
Langley Federal Credit Union
08.2022 - 07.2023
Personal Banker
PNC Bank, NA
08.2019 - 11.2022
Member Service Representative
ABNB Federal Credit Union
11.2017 - 08.2019
Teller
ABNB Federal Credit Union
07.2017 - 08.2019
Product Consultant
Priority Automotive
05.2012 - 07.2017
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