Summary
Work History
Education
Skills
Volunteer
Athena Lee

Athena Lee

VP, Financial Center Manager
Concord,CA

Summary

Performance-driven Vice President with 15 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Work History

Financial Center Manager, Vice President

Bank of America
, CA
02.2018 - Current
  • Planning/ forecasting/budgeting/ reporting- utilizing and combining multiple weekly reports such as client traffic and transactions type to forecast future revenue; build an operational budget and sales plan monthly.
  • 100% accuracy of cash flow management from tier 4 to tier 1 ( the busiest) centers.
  • Hired and lead employees to maximize productivity while training staff on best practices and protocols in order to build and lead high-performance team focused on achieving sales and service goals-consistently increase sales and revenue by 15-30%
  • Portfolio management- expertise in Salesforce to manage clients’ portfolios and relationships and assist clients to achieve their financial goals.
  • Oversee banking operations, sales, and customer service; promoting and leading from tier 4 (slowest) center to tier 1 center. (from 8-25 associates.)
  • Transform a financial center from national ranking number 450 to top 3 within a year with 4000 branches across the U.S.; recognized by Brian Moynihan, and was selected to be a member of Pinnacle Club Summit Group (top 1% within the corporation.)
  • Identified opportunities to improve business process flows and productivity, such as a new hiring and training process to be more efficient.


Financial Center Operation Manager

Bank Of America
Santa Clara, CA
11.2014 - 01.2018
  • Strong analytical skills , support financial center operations by analyzing critical performance and operation indicators and trends to secure cash flow, identify fraudulent activities, and maintain the center at zero risk
  • Skilled and mastered coaching branch associates in different bank products and services, being the head of the training leader for the Silicon Valley Region
  • Flexible, versatile, and adaptive to new and fast-paced working environments
  • Identified and stopped multiple impersonators or fraudsters doing fraud in person and collaborated with law enforcement to detain criminals in custody to protect clients’ assets and identities.
  • Inventory control of center's foreign currencies; processed buying/ selling foreign currencies, checks or wire transfer.
  • Collaborate routinely with the regional team, legal, mortgage, credit, risk departments, and auditing departments to ensure the team follows corporate and federal compliance, such as a broad range of quantitative works, including model development to address financial crime compliance needs in AML/BSA/OFAC.

Client Relationship Manager

Bank Of America
10.2013 - 11.2014
  • Responsible for new client acquisition, cross-sell, and upselling to an existing client base across the entire portfolio of retail banking products at the Bank of America Vallco Financial Center in Cupertino
  • Significantly exceeded key KPIs over 2014, CSAT = 95% (Target: 85%), Quota Attainment = 175%
  • Achieved Quota Attainment of 156% in my first month on the job against a 100% target
  • Managed CBEI clients, including major tech companies, Apple, Google, Tata, and Microsoft, which outsourced international associates who required specific accounts, loans and credit lines opening process
  • Was recognized as the top performer of the quarter for Quota Attainment in the entire Silicon Valley Region in Q1 and Q2 2014
  • Consistently recognized for defect-free client assistance in the last year (0% defects on bank account openings, credit card applications, and wire transfers)
  • Recognized as the top performer for adopting CRM tools such as salesforce and related follow-up with existing clients to drive business growth
  • Proactively created cross-sell opportunities by referring multiple new and existing clients as relevant to other complimentary products such as small business banking, home loans, and investment
  • Selected for early career development program and on track for early promotion.

Sales and Services Specialist

Bank of America
Cupertino, CA
02.2013 - 09.2013

Client Representative

Bank Of America
Cupertino, CA
08.2012 - 02.2013

Property and Account Manager

Sunshine Real Estate Investment
San Jose, CA
02.2009 - 06.2011
  • Managed more than 20 properties, being the contact point among tenants, property owners, and general contractors
  • Responsible for accounts payable and receivable of the firm, including each property owner’s account is balanced.
  • Analyzed and negotiated rates and prices between buyers and sellers while securing the firm’s revenue as well.
  • Processed buying and selling properties; underwriting loans collecting documents, and ensuring the deals were closed in 21 days.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.

Education

MBA - Carey Business school

Johns Hopkins University

BS - Finance

San Jose State University

BofA Market leader development - undefined

Skills

    SALESFORCE, SQL, Microsoft Office, Google Suite

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Athena LeeVP, Financial Center Manager