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Rick Wang

Assistant Vice President - Branch Manager @Enterprise Bank & Trust

Alhambra, CA, US
EMAILS
r••••@enterprisebank.com
MOBILE NUMBERS
+16•••••••78

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WORK HISTORY

Mar 2023 — Present

Assistant Vice President - Branch Manager @Enterprise Bank & Trust

The Management role is responsible for the day-to-day operational management of a high-traffic branch as well as the front-end sales management and new accounts function2. Provides leadership and guidance to ensure conformance with bank policies3. Supervises the activities of branch personnel including tellers and financial services representatives4. Ensures that customer service is provided, including opening accounts, providing customers with information, and resolving banking concerns for clients5. Participates in business development activities; develops and services accounts6. Manages branch personnel issues including resolving problems, hiring, scheduling, and rating performance, discipline and recommending salary actions7. Direct supervision of day-to-day operation of retail/consumer products and services area8. Direct activities of branch associates to ensure complete and efficient customer service9. Implement company policy pertaining to the cashing of checks and withdrawal of funds from accounts and safe deposit activities10. Handles unusual or difficult customer concerns11. Coordinates recruitment and training of branch staff12. Coordinates activities/procedures in conjunction with central support unit13. Responsible for overall operation and maintenance of bank building, premises and facilities14. Reviews, recommends, implements and oversees all policies and procedures related to the internal and external integrity of the bank security systems15. On daily basis ensures effective operation and maintenance of the bank security equipment and devices16. Accepts and complete projects and other miscellaneous duties as assigned

EDUCATION

2009 — 2014

Pasadena City College

Business Administration and Management, General

2006 — 2009

Arcadia High School

High School, General Studies

2014 — 2016

University of California, Riverside

Bachelor’s Degree, Business Administration and Management, General (Marketing)

SKILLS

FinanceSales ManagementAdvertisingBankingInsuranceMicrosoft ExcelAnalysisSalesAccount ManagementMicrosoft WordCreditPublic SpeakingMarketing StrategyResearchTeamworkMarketingRetail BankingOutstanding Customer Services SkillsStrategyManageement/Leadership (Presentation) SkillsWine Tasting/Analysis/Business KnowledgeCustomer ServiceTrainingInvestmentsSocial MediaPortfolio ManagementNegotiationPowerpointSocial NetworkingMicrosoft Office (Word, Excel, Powerpoint)LeadershipLoansBanking Industry KnowledgePublic Relation SkillsManagementFinancial AnalysisTime ManagementOutlookBusiness DevelopmentEvent Planning

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