Sales Management

Rub n Fung

**** ***** **** ***** *******, TX ****2

832-***-**** * acbyrf@r.postjobfree.com

Financial professional with extensive experience in the financial and

banking industry including: business management, business operation, budget

planning, sales, treasury and administration. Strong commitment in leading

and motivating others. Experienced team player working well with cross-

functional teams in managing strategic execution of projects both locally

and internationally. Proven track record in strategic planning, operational

execution, strong technical skills, and multi-lingual (English, Spanish and

Chinese).

Professional Experience

BBVA Bancomer USA Inc. 2011 - 2013

Treasury and Loan Analyst Houston, TX

Accountable and responsible for providing overall

operations of treasury and activities ensuring all tasks

were performed timely and accurately. Calculate established

daily monetary positions for intraday liquidity management

of $3B average. Prepare treasury-related reports including

daily liquidity report, monthly statistics of global

economics, as well as political and financial trends for

financial presentation for the Assets, liability Management

Committee, Executive Management Committee, and Legal

Lending Limit Committee. Review regulatory reports such as

FR2900. Coordinated with the Texas Banking Commissioner and

the Federal Reserve on T-Bill purchase or renewal and

reconciled intra-company and banking accounts, tracked and

reported reserve requirement.

. Improved overall treasury operations

. Selected for special projects in Risk Management:

- Performed internal control audits in Storm (Risk Management

System).

- At conclusion of each project/audit, reported findings,

along with remedial action needed, to ensured remedial

action completed

Wells Fargo Bank 2009 - 2011

Personal Banker Houston, TX

Responsible for overall branch operation assisting the Branch Manager

coordinating sales strategies and activities; build relationships with

customers providing financial services and solutions.

. Successful floating banker in the district by making quota

each quarter.

. Recognized top bankers in the southwest district for

4consecutive quarters (2010-2011), achieving overall sales

goal by 110%

. Engaged and motivated team members to accomplish monthly

and quarter goals

. Selected as Buddy Banker for Wells Fargo/Wachovia Florida

conversion in 2011

Multibank-Diamond Banking 2007- 2008

Business Development Officer Republic of

Panama

Accountable for providing overall operational, financial and strategic

activities among others team members. Responsible for planning, organizing

and executing marketing and sales plans to promote products and services by

proactively reviewing existing portfolios and maximizing investment

strategies for clients.

. Managed $50M in new client accounts and investments

. Implementation of loan analysis tools for credits & lending

for foreign customers

St. Georges Bank & Co. Inc.

2006 - 2007

Private Banking Officer

Republic of Panama

Planned, organized and executed sales strategies in

promoting private banking services.

HSBC Bank

2001 - 2006

Premier Relationship Officer, Assistant Branch Manager, Republic of

Panama

Served in several roles within administration, sales and

financial services with leadership growth and title

promotion every two years. Responsible for planning,

organizing and executing marketing and sales plans to

promote products and services by proactively reviewing

existing portfolios and maximizing investment strategies

for clients.

Operations process included: claims management,

collections, contract reimbursement, compliance,

cash/adjustment posting, and report generation.

Responsible for the daily operations and management of

customer portfolio. Operational focus directed to

motivating a staff of twelve employees to secure customer

services and goal accomplishments

. Awarded as the Top Banker in region

. Managed $30M in new client investment portfolio (checking, saving,

time deposits and investments) and $20M credit portfolio (personal,

house and car loans).

. Participate in different project such as Collection and

implementation of the Asian Banking Segment.

Aliado Bank S.A. 1995 - 1999

Assistant Treasurer, Assistant Accounting, Republic of

Panama

Responsible for the overall operation of the Treasury back office, control

and monitor the bank cash flow for domestic and international accounts,

local financial investments, interoffice transaction, cash position,

liquidity, account payables management and daily & monthly financial

reports.

. Redesigned the department operation manual procedure as a

Thesis for Undergrad Degree

Bank of China, 1994 - 1995

Republic of Panama

Hong Kong and Shanghai Banking Corporation, PLC. 1992 - 1994

Republic of Panama

Education

Aug 08 - May 10 M.B.A. Finance/ International Business

University of St Thomas

Houston, TX

M.B.A. Marketing

University Latin-American of Science and Technology

Republic of Panama

Post Bachelor in High Management

University of Panama,

Republic of Panama

B.S. in Finance

University of Santa Maria La Antigua,

Republic of Panama

Bachelor in Accounting

Pan-American Institute,

Republic of Panama

Other Information

. Karate Instructor and Youth Coordinator at Trotter Family YMCA (2009-

Present) Houston, TX

. U.S. Citizen

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