Roger Nguyen
San Jose
Summary
Dedicated banking professional with strong customer service skills, financial planning expertise, and a proven ability to optimize operations. Committed to enhancing client satisfaction and ensuring compliance with banking regulations.
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
10
10
years of professional experience
Work History
Personal Associate Banker
Wells Fargo
Sunnyvale, CA
03.2019 - 06.2026
- Facilitated client onboarding, ensuring compliance with bank policies and procedures.
- Analyzed customer financial needs to recommend appropriate banking products and services.
- Managed daily operations, optimizing workflow to enhance service delivery efficiency.
- Trained and mentored new staff on banking systems and customer service protocols.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
Store Operation Manager
Paris Baguette America
San Jose, CA
01.2016 - 03.2019
- Streamlined store operations to enhance customer experience and improve service efficiency.
- Trained and mentored staff to ensure adherence to operational standards and best practices.
- Implemented inventory management systems to optimize stock levels and reduce waste.
- Analyzed sales data to identify trends, informing product placement and promotional strategies.
- Implemented loss prevention measures, reducing shrinkage and improving overall store profitability.
- Created a positive work environment through effective communication and team-building activities, resulting in high employee retention rates.
Education
Bachelor of Arts - Psychology
San Jose State University
San Jose, CA12-2017
Skills
- Investment strategies
- Loan processing
- Sales proficiency
- Customer service
- Time management
- Decision-making
- Verbal and written communication
- Documentation and reporting
- Multitasking and organization
- Customer relations
Languages
Vietnamese
Professional Working
Timeline
Personal Associate Banker
Wells Fargo
03.2019 - 06.2026
Store Operation Manager
Paris Baguette America
01.2016 - 03.2019
Bachelor of Arts - Psychology
San Jose State University