Wendy Ng
AVP, Regional Operations Administrator II Bay Area - Tri Counties Bank
- Role
- AVP Regional Operations Administrator Ii at Tri Counties Bank
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Wendy Ng
With over 16 years of experience in the private banking industry, I have a proven track…
Experience
AVP Regional Operations Administrator Ii
Nov 2024 — Present · San Francisco, CA, US
Administer Branch Operational Risk Reviews for the Bay Area Region to monitor the operational functions of the offices, compliance adherence, and ensuring SOX controls are followed according to outlined procedures.Identify improvements to operational internal control methods within the offices.New account monitoring, employee coaching and development.Deliver W.I.S.E. service to the offices, internal departments and team that fulfill our company\'s mission of improving the financial success and well-being of our clients.
Education
The Chinese University of Hong Kong
International Business & Marketing
2008 — 2009
University of California, Santa Cruz
Bachelor's degree
2005 — 2008
Skills
- Private Banking
- Manage Client Relationships
- Retail Banking
- Customer Support
- Bilingual-Chinese
- Customer Service
- Banking
- Mortgage Lending
- Relationship Management
- Risk Management
- Notary
- Microsoft Office
- Financial Services
- Sales
- Notary
- Credit
- Financial Analysis
- Finance
- Loans
- Leadership
- Management
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