Connie Nguyễn

*** ******* ***

Daly City, CA ****4

415-***-****

ad269d@r.postjobfree.com

PROFESSIONAL SUMMARY

Possess 10+ years’ successful, progressive experience in branch management, bank operations, revenue growth and client experience. Well-versed in increasing sales and branch profitability, analyzing transactions, investigating high-risk activities & businesses, researching & resolving issues, implementing new procedures improving performance. Drill down to smallest technical detail, while remaining mindful of big picture & bottom line. Skilled at consensus-building, presenting, getting others excited about implementing new ideas.

SELECT ATTRIBUTES

First-rate interpersonal skills

Passionate about providing excellent client experience and uphold the highest integrity in banking Commitment to sales and operational excellence

WORK EXPERIENCES

AVP, Branch Manager

Cathay Bank, San Mateo CA 11/2023-1/2024

• Daily opening and closing of the branch

• Reporting on Branch Operations

• One on One with Relationship Bankers on a weekly basis

• Daily Huddles

• End of the week summary on sales results to First Vice President

• Taking applications on credit cards, mortgages and HELOCs

• Referring business to partners in Treasury Management and Wealth Management

• Sales call efforts to existing client base

• Coaching Relationship Bankers

Market Operations Manager, Preferred Banking Office Manager First Republic Bank, Millbrae CA 2/2013-2/2023

-Addition to the responsibilities below

• Assisted with enterprise system change efforts to identify operational risks, prioritized areas of focus and created action plans to correct issues

• Involved in projects to enhance and identify risks within changes in some of our programs

• Identified operational deficiencies within two regions working side with my Regional Director Preferred Banking Office Manager

First Republic Bank-Millbrae, CA 11/2008-2/2013

• Provided oversight on all operational and sales activities, identified risks, prioritized areas of focus and created an action plant correct issues

• Ensured day to day service and sales activities to comply with our standards for customer and operational excellence, tracked and managed service and operational performance metrics through monitoring of daily activities and reports

• Provided a value and added customer experience that led to improved satisfaction, increased in sales and profitability

• Coached my team members to be efficient and provide excellent customer experience while not following policies and procedures

• Maintained staff morale at it’s highest

• Ensured clients are connected to the appropriate teammates to help them achieve their financial goals, made sure all their sales, serviced specialized needs were met and helped drive overall revenue growth

• Assisted associates in handling more complex transactions and resolving issues that require an in- depth understanding of regulatory compliance and policy and procedural knowledge Preferred Banking Office Manager--Sales & Service Manager-Assistant Manager First Republic Bank-San Rafael CA 1/2004-11/2008

-Same responsibilities as above

Personal Banker-Floater

First Republic Bank-San Francisco, CA 1/2001-1/2004

• Assisted Clients with their day-to day banking needs

• Built lasting relationships and offer recommendations to meet the demands of affluent clients

• Give hones feedback on product they may or may not need

• Provided clients and extraordinary service experience

• Adhered to policies and procedures and regulatory banking requirements

• Travelled to all 11 locations to cover vacations and sick time Achievements:

• Most Remote Deposit Opened 2006

• Rising Star Award 2007

• Executive Education Series 2007

• 2nd Place on Most Sales Calls 2009

• Best Practice Idea 2010

• Best Audit Award 2011

• Phenom of the Year 2012, 2013, 2014

• Service of Excellence Award 2011

• Total Deposit Growth for Offices Opened 2 Years or Less 2011

• Screaming Eagle Award 2016

• PBO Madness Tournament 2018

• Extraordinary Service on SBA PPP Initiative Award 2020 Education:

California High School Proficiency Diploma 1998

City College of San Francisco (GE)

Organization: Millbrae Chamber of Commerce-Member

Volunteer: Monte Verde Elementary School PTA-Inactive Member (Graduated) Languages: Cantonese and English

References: Gregory Quan, Assistant Manager, First Republic 650-***-**** Natalie Chen Too, First Republic, VP of Client Service 415-***-**** Cliff Young, First Republic Bank, VP Wealth Advisor 415-***-**** Selena Jiang, Cathay Bank, Sales and Service Manager 650-***-**** Arjun Bhagat, First Republic Client since 2010 650-***-**** Teresa Goines, First Republic Client, Founder of Old Skool Cafe a Non-Profit 415-***-****

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