Xiongdi Wen

Opened 5-8 new customer accounts weekly and guided clients through bank policies, online banking enrollment, and digital banking features. Verify customer information, fulfill daily customer banking requests, update and maintain accurate account records, and ensure compliance with bank security and confidentiality policies. Collaborate with branch staff to resolve customer concerns and ensure timely completion of loan servicing requests.

Loan Service Clerk - Global Bank - Flushing, NY

(2026-03)

• Opened 5-8 new customer accounts weekly and guided clients through bank policies, online banking enrollment, and digital banking features.
• Verify customer information, fulfill daily customer banking requests, update and maintain accurate account records, and ensure compliance with bank security and confidentiality policies.
• Collaborate with branch staff to resolve customer concerns and ensure timely completion of loan servicing requests.
• Scan, organize, and maintain loan documentation within the bank's loan processing system, update loan rates, and perform daily administrative tasks while ensuring accurate records.

Teacher assistant - Ivy Road Prep - Flushing, NY

(2022-09 - 2023-04)

• Tutored elementary and middle school students in core subjects and homework completion
• Graded assignments, SAT, and SHSAT practice exams and provided performance feedback
• Supported classroom management and assisted teachers with administrative tasks

Bachelor of Business Administration (BBA) - Finance - Baruch College, City University of New York (2028-05)