Dat Lam
Chicago
Summary
Results-driven Personal Banker with experience in branch operations and client engagement. Skilled in evaluating financial needs and recommending tailored banking solutions, leading to increased client satisfaction and retention rates.
Overview
5
5
years of professional experience
Work History
Personal Banking Associate
Wells Fargo
Chicago, IL
08.2025 - Current
- Developed meaningful connections with clients to strengthen trust and improve retention rates.
- Analyzed client requirements and provided tailored solutions to address specific challenges.
- Facilitated client referrals to partner organizations for comprehensive support and tailored solutions.
- Served as a reliable resource for team members, enhancing overall team performance and morale.
Personal Banker
Citibank
Chicago, IL
03.2022 - 04.2025
- Assisted clients with account openings, transactions, and inquiries to enhance customer satisfaction.
- Evaluated client financial needs to recommend suitable banking products and services.
- Demonstrated strong problem-solving skills, resolving issues effectively and efficiently.
- Educated clients on digital banking tools, increasing user engagement and adoption rates.
Teller
Citibank
Chicago, IL
07.2021 - 03.2022
- Offered exceptional services to customers during every transaction
- Maintained cash drawer accuracy, balancing funds daily to prevent discrepancies and enhance operational efficiency.
- Managing risk at the teller line ensuring compliance with banking policies and regulations.
Education
Northeastern Illinois University
Chicago, ILSkills
- Branch operations
- Cash handling accuracy
- Credit analysis
- Anti-money laundering
- Client retention strategies
- Small business operations
Languages
Vietnamese
Native or Bilingual
Timeline
Personal Banking Associate
Wells Fargo
08.2025 - Current
Personal Banker
Citibank
03.2022 - 04.2025
Teller
Citibank
07.2021 - 03.2022
Northeastern Illinois University