Rick Wang
- Role
- Assistant Vice President - Branch Manager at Enterprise Bank & Trust
- Location
- Alhambra, CA, US
- LinkedIn followers
- 500 followers
Experience
Assistant Vice President - Branch Manager
Mar 2023 — Present
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
Pasadena City College
Business Administration and Management, General
2009 — 2014
Arcadia High School
High School, General Studies
2006 — 2009
University of California, Riverside
Bachelor’s Degree, Business Administration and Management, General (Marketing)
2014 — 2016
Skills
- Finance
- Sales Management
- Advertising
- Banking
- Insurance
- Microsoft Excel
- Analysis
- Sales
- Account Management
- Microsoft Word
- Credit
- Public Speaking
- Marketing Strategy
- Research
- Teamwork
- Marketing
- Retail Banking
- Outstanding Customer Services Skills
- Strategy
- Manageement/Leadership (Presentation) Skills
- Wine Tasting/Analysis/Business Knowledge
- Customer Service
- Training
- Investments
- Social Media
- Portfolio Management
- Negotiation
- Powerpoint
- Social Networking
- Microsoft Office (Word, Excel, Powerpoint)
- Leadership
- Loans
- Banking Industry Knowledge
- Public Relation Skills
- Management
- Financial Analysis
- Time Management
- Outlook
- Business Development
- Event Planning
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