THAI NGUYEN
San Francisco
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance. Experienced garage supervision with over 20 years of experience in parking industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo & Company
03.2024 - Current
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Evaluated client financial positions and identified most appropriate banking products.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Developed tailored solutions to meet individual banking needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Implemented strategies to increase customer retention, enabling investment growth.
- Increased daily sales by [Number]% by upselling banking products and financial services to customers.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched and evaluated potential investment products for clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Relationship Banker
BMO
07.2022 - 03.2024
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted clients in navigating complex banking services, making their banking experience smoother.
Education
Finance
San Francisco State University
San Francisco, CAHigh School Diploma -
Mcateer High School
San Francisco, CASkills
- Interpersonal Communication
- Computer proficiency
- Cultural awareness
- Good telephone etiquette
- Good listening skills
- Staff Management
Languages
Vietnamese
Native or Bilingual
Chinese (Cantonese)
Limited Working
Certification
- NMLS #2391998
- SIE LICENSE
Timeline
Personal Banker
Wells Fargo & Company
03.2024 - Current
Relationship Banker
BMO
07.2022 - 03.2024
Finance
San Francisco State University
High School Diploma -
Mcateer High School
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