Albert Yan Email and Phone Number

• Schedule Customer Services Representative to meet customer demand and branch hour.• Evaluate Customer Service Representative performance through various channel such as side by side• Ensure smooth day to day branch operation and delegate work to proper individual in the branch. • Complete required branch audits.• Resolve sales and services escalation and customer complaints.• Act as Branch Compliance Officer• Successfully undercover branch audit gap and build action to fix the problems.• Ensure open communication within the branch employee and with branch business partners.• Conduct training and continuing with team members.• Act as second in command when Branch Manager is away.• Protect Bank’s asset by closely follow Bank’s policy and procedure.

• Opened new personal and commercial account and looked for new client• Granted Personal loan • Solicited new investment• Manage Estate and deceased accounts• Worked with other departments such as the bank brokerage house• Branch compliance officer