Cing Kim
Student at Central Washington University
- Role
- Relationship Banker at Bank of America
- Location
- Kent, WA, US
- LinkedIn followers
- 500 followers
About Cing Kim
Ambitious Financial Planning major with robust knowledge in investment principles, financial planning, and securities analysis. Proficient and effective with MS Office and Excel. Knowledgeable in economics, accounting principles and finance. Can acquire new knowledge and skills impressively and comprehensively. Highly committed to daily productivity and weekly goals.
Experience
Relationship Banker
Feb 2025 — Present · Newcastle, WA, US
Manage client onboarding by assisting with account opening documentation, ensuring accuracy, and maintain up-to-date records in internal systems. • Accurately process transactions and follow risk management protocols to ensure compliance with all banking regulations.• Serve as the first point of contact for clients, providing exceptional in-person and phone service, addressing inquiries, and coordinating follow-ups after meetings.• Maintain CRM data accuracy and integrity by inputting client information, tracking appointments, and updating service notes.• Collaborate with product specialists and advisors to coordinate client solutions, streamline processes, and ensure smooth transitions between service touchpoints.• Consistently recognized for delivering a superior client experience through personalized service and attention to detail.
Education
Green River College
Associate's degree, Business
2019 — 2021
Central Washington University
Bachelor of Science - BS, Personal Financial Planning
2023 — 2024
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