Bao Nguyen
Redwood City,CA
Summary
Performance-driven Vice President with nine 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.
Overview
13
13
years of professional experience
Work History
VP - Senior Business Branch Manager
Chase Bank N.A.
04.2021 - Current
- Manage Full branch Book of business with annual depositors of up to 150 million Net New Money
- Retaining and developing new and existing consumers, Small businesses, and middle market clients
- The face of the company is to provide the best innovative products to the community
- Primary contact for all business development aspects of the company within the community and the scope of the area market
- Important decision maker in developing and executing integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, executing a business plan to achieve expected goals in all business categories
- Successfully developed sales plans and drove individual production goals, including building referral networks and relationships with internal/external partners
- Oversee leads and direct branches about sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals
- Represent Chase and create a world-class customer experience
- Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
- Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
- Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
- Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
- Responsible for staff management and development, including performance evaluations, promotions, salary recommendations, and disciplinary action
- Leverages and understands the generated Branch Scorecard to identify strategies to grow deposits& investments for the branch successfully.
VP – Financial Business Center Manager
Citibank N.A.
08.2017 - 03.2021
- Highly respected and is a go-to individual to mentor on the creation of an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee’s skill set to achieve personal/branch goals
- Support portfolio growth by identifying opportunities to deepen partner relationships and small business client acquisitions
- Ensure clients receive optimal service and monitor/adhere to operational controls
- Collaborate with branches and external partners for critical decision-making to achieve goals, build customer relationships, and deliver customer service
- Responsible for handling workforce planning tools to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together with internal/external partners to achieve all business goals
- In charge of integrating segment partners, partnering with the Assistant Manager, and partnering with the Division Operational to drive sales and outbound sales activities, including representing Citi and building partnerships in the community
- Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used
- Led hiring process and coordinated performance management, compensation, communication, and employee evaluation of branch staff
- Responsible for decision-making of planning, budgeting, and policy formulation and involved in short-term planning resource planning
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
AVP - Citi Priority Relationship Development Banker
Citibank N.A.
09.2016 - 07.2017
- Take ownership of the client experience, including onboarding, and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions
- Schedule periodic meetings and checkpoints with clients to provide value-added services
- Deepen and manage financial relationships with affluent clients with access to sophisticated products and tools
- Utilize a team-based approach to provide holistic solutions to complex financial needs
- Identify, build, and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience for up to 1200 households with net worth between 50k-250k assets
- 14, 45, 60 days client outreach to retain the high net worth new relationships
- Anticipate the client's complex financial needs and offer solutions through various products, services, and tools
- Cultivate partnerships with segment partners (e.g
- Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching
- Strong integrity and professionalism
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
Senior Small Business Development Manager
Bank of America N.A
09.2013 - 07.2015
- Review and assess survey data with the team
- Coordinate with the internal management team to address and resolve any critical issues
- Close the loop with the account by including appropriate survey data analysis in ongoing collaborative action planning with the account
- Developing Strategies and tactical plans within the market
- Regular team strategic planning/collaborating workshops
- Ongoing weekly, monthly, and quarterly through formalized team collaboration, including reporting, communications, and action planning
- Responsible for managing a portfolio of high Net worth business banking clients who require financial services and products to meet their needs
- Primary point of contact and key financial advisor for high-net-worth clients
- Accountable for prospecting, retaining new business, and deepening existing relationships
- Analyze the client's financial and operating strategies and recommend alternative or additional financial services to meet best the client's immediate and long-term personal and business needs
- Well-versed in all Bank of America products and services, including employee 401k, to correctly identify cross-selling opportunities
- Management of an extensive high-profile client portfolio with annual revenues of $250k-$5 million
- Ability to forge relationships with the appropriate decision-makers within the client company
- Thorough knowledge of small business financial products and services
- Kept abreast of changing business trends that impact the Small Business segment and translate those trends into business opportunities.
Business Banking Development Manager
Wells Fargo Bank N.A
06.2011 - 07.2013
- Responsible for developing and retaining Treasury Management business for an assigned customer base, geographic area, market segment or series of product lines
- Partner with relationship managers and Center Base Bankers in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate existing relationships
- Develops sales plans for territory and key customer accounts, analyzes high net worth customers, and assists client banking needs
- As needed, train relationship managers and business bankers on Treasury Management products and services
- Increased autonomy in managing assigned territory, requiring minimal assistance from management
- Actively shares knowledge and market experience with peers less experienced team members, and participates in TM initiatives
- Mentoring less experienced sales consultants
- Manage notifications/workflow
- Provides a full range of business banking services to high net-worth customers, emphasizing business products such as personal and employee 401k
- Account Managing up to 5 million Deposit volume portfolio with 600 households in the book of business
- Targets new home-based and mobile businesses in emerging suburbs
- Outbound calling with the goal of acquiring 100% of the customers' financial services business
- Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities
- Communicating both verbally and in writing with internal and external clients
- Actively cross-sells additional business products such as loans and cash management products.
Education
BA/BS Business Management/Business Analasys -
Bella Vue
Skills
- Transformative leadership
- Digital Transformation
- Resource Utilization
- Contract Negotiation
- People and Culture
- Community Outreach
- Client Relationship Building
- Channel Management
- Revenue Generation
- Schedule Management
- Consulting
- Portfolio Management
- Management Team Leadership
- Process Improvements
- Analytical and Critical Thinker
- Brand Management
- Change and Growth Management
- Operational management
- Performance Improvement
- Talent Recruitment
- Business Development
- Project Management
- New Business Development
- Revenue Growth
- Office Management
- Leadership and People Development
- Risk Analysis
Accomplishments
- Resolved product issue through consumer testing.
- Achieved Outstanding sales revenue annually.
- Achieved 5 year passed all compliances by completing Risk and operation with accuracy and efficiency.
- Collaborated with team of 50 bankers in the development of Sale Training.
- Top 5 Stars award within the organization rated by Gallup in Consumer & Small Business Client Satisfaction.
Community Work Experience
De Anza College, Vietnamese Student Association Club - Club President, 2006, 2008, In charge of all club meetings, Call meetings, both general and executive, to order and dismiss them, Organize elections and tally votes, Run and manage board and general meetings, Contact other clubs to collaborate for different events, Review the constitution as soon as elected each semester to keep the document current, Plan presentations and schedule speaking events for the club
References
- Anabelle Balotro-Mendoza, (650)922-3007, Financial Center Manager
- Joyce Yong Zhenli, (415) 920-3238, Branch Manager
Languages
Vietnamese
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.
John Cage
Timeline
VP - Senior Business Branch Manager
Chase Bank N.A.
04.2021 - Current
VP – Financial Business Center Manager
Citibank N.A.
08.2017 - 03.2021
AVP - Citi Priority Relationship Development Banker
Citibank N.A.
09.2016 - 07.2017
Senior Small Business Development Manager
Bank of America N.A
09.2013 - 07.2015
Business Banking Development Manager
Wells Fargo Bank N.A
06.2011 - 07.2013
BA/BS Business Management/Business Analasys -
Bella Vue
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