Tran C.
Manager of Support Operations at Empower- Claim this Profile
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Cantonese Native or bilingual proficiency
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Mandarin Limited working proficiency
Topline Score
Bio
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Experience
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Empower
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Civic and Social Organizations
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Manager of Support Operations
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Aug 2022 - Present
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Senior Customer Success Associate
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Aug 2021 - Aug 2022
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Relationship Banker
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Feb 2019 - May 2021
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Personal Banker
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May 2016 - Feb 2019
-Provided long-term banking solutions for a growing clientele base in a diverse community-Assisted clients in establishing credit cards, personal and business accounts, lines of credit and loans-Worked closely with Wells Fargo partners to reach client’s financial goals-Met and exceeded Wells Fargo requirement and placed myself top five year to date for Personal Banker Performance.-Received the Excellence in Service Recognition award for outstanding customer service and going above and beyond the needs of the bank Show less
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Customer Service and Sales Representative
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Jun 2015 - May 2016
-Conducted monetary transactions in a fast-paced environment while identifying clientele’s financial needs, generated leads for personal bankers, and business banking specialists-Worked closely with Wells Fargo partners to reach client’s financial goals-Met and exceeded Wells Fargo requirement and placed myself top to date for Personal Banker Performance.-Performed teller duties [when needed] and coached new tellers in operation tasks required for the branch success
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Bank Teller
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Jun 2013 - Jun 2015
- Conducted monetary transactions in a fast-paced environment while identifying clientele's financial needs, generated leads for personal bankers, and business banking specialists-As an associate of Wells Fargo, built good rapport with the local merchants, their employees and the surrounding neighborhood--Received the Excellence in Service Recognition award for outstanding customer service and going above and beyond the needs of the bank-Received commendation for being one of the top performing Wells Fargo Tellers in the Greater Financial District. Show less
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Education
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San Francisco State University
Bachelor of Arts - BA, Communication; emphasis: Marketing -
City College of San Francisco
Associate of Science - AS