My Linh Nguyen
Dorchester
Summary
Highly motivated versatile individual with fast learning abilities. Also able to remain calm and ensure quick contribution to the team. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
BP OFFICE ASSOCIATE IV
Virtual Banking/ Middle Office At SVB Private Bank
2022.09 - Current
- Primarily monitor bank account applications which come through virtual banking portal for private clients.
- Provide onboarding services to new deposit accounts.
- Superior communication skills, prompt follow- up when communication via e-mail to both external and internal clients.
- Navigate, research, solving and/or escalating variety of client service inquiries.
- Maintain high level of of attention to detail while following existing procedure and guidelines.
- Familiar with basic personal and business banking needs.
- Experienced in direct client contact role within financial service industry.
- Understood client issues, set client expectations and facilitate resolutions while mitigating bank risk.
- Multi-tasked in fast paced environment, utilizing multiple systems and platforms. proficient in Microsoft office products, internet savvy, knowledgeable of various browser.
- Very efficient and comfortable while working in remote environment.
PB OFFICE ASSOCIATE IV
Boston Private A SVB Private Company
2021.07 - Current
- Maintained accurate record-keeping with proactive attention to client information updates
- Delivered superior client services, fostering strong rapport, retention and satisfaction
- Coordinated with operations staff to resolve service problems and boost client satisfaction
- Updated stakeholders on client account information and newly acquired accounts
- Introduced clients to available online resources and services to increase convenience
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
- Increased 10% growth in average balances per account managed over 30 client calls per day
Client Service Representative II
Boston Private Bank & Trust
2019.10 - Current
- Maintained accurate record-keeping with proactive attention to client information updates
- Delivered superior client services, fostering strong rapport, retention and satisfaction
- Coordinated with operations staff to resolve service problems and boost client satisfaction
- Updated stakeholders on client account information and newly acquired accounts
- Introduced clients to available online resources and services to increase convenience
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
- Increased 10% growth in average balances per account managed over 30 client calls per day
Personal Banker
Citizens Bank N.A
2018.10 - 2019.10
- Work with clients to identify solutions to meet their financial goals
- Assisted in exploring potential options and available financial products and services for consumer and business clients
- Strong customer service skills with the ability to handle a variety of customer situations
- Ability to multitask, highly adaptable to change and ambiguity
- Perform account maintenance activities, including change of address, account ownership, account type and others
- Basic knowledge of all retail products and services, applicable bank and branch policies, procedures and support system
- The ability to work as part of the team, with strong network and relationship skills
- Maximized revenue through improved sales techniques and branch productivity
- Provide services to ATM's, settlements with checks and cash, adding cash, making sure that ATM's are always running
Bank Teller
Wells Fargo N.A
2017.05 - 2018.08
- Conducted safe deposits, merchant/vault, ATM processing, Bonds, foreign currency and night drops
- Process 25+ customer transactions per hour with extreme attention to details. A risk manager to details of transactions and surroundings
- Responded to customers questions and needs with in policy and procedure with empathy, efficiency and patience. Including phone calls to the branch
- Identify opportunities and needs with bank customers and prospective customers with a warm hand off to bankers or mortgage rep as requested
- Audited fellow teller currency to contribute to dual-control procedures
- Providing services to ATM's, settlements with checks and cash and adding cash, making sure that ATM's are always working
Education
High School Diploma -
Paul Laurance Dunbar Senior High School
Washington, DCNo Degree - Law Enforcement
UDC- University of District of Columbia
Washington, DCSkills
- Fast Learner
- Analytical
- Very Observant
- Exceptional computer software skills
- Exceptional Attendance
- Proactive problem solver
- Team Leader
Accomplishments
- Certified public Notary
- Certificate of great customer service of 1 year with Wells Fargo, N.A
Reference
Joel Lacuesta- (775)-412-5998 - Joel.a.lecuesta@wellsfargo.com
Joseph Bulan- (206)-734-5505
Christopher Hoyt- (501)-908-1594 - Christopher.hoyt@dc.gov
Paul O'Donnell- (781) 308-0899
Ava Skeete- (617)-785-0020
Hannah Glover- (207) 418-8283
Timeline
BP OFFICE ASSOCIATE IV
Virtual Banking/ Middle Office At SVB Private Bank
2022.09 - Current
PB OFFICE ASSOCIATE IV
Boston Private A SVB Private Company
2021.07 - Current
Client Service Representative II
Boston Private Bank & Trust
2019.10 - Current
Personal Banker
Citizens Bank N.A
2018.10 - 2019.10
Bank Teller
Wells Fargo N.A
2017.05 - 2018.08
High School Diploma -
Paul Laurance Dunbar Senior High School
No Degree - Law Enforcement
UDC- University of District of Columbia
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