Binh Lam
Corona,CA
Summary
Dynamic Treasury Sales Associate II at Bank of America with a proven track record in client-focused communication and data interpretation. Successfully mitigated risk through innovative fraud services, enhancing client satisfaction and driving revenue growth. Expert in product knowledge, fostering strong relationships, and delivering tailored financial solutions to meet diverse client needs.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Treasury Sales Associate II
Bank of America
08.2013 - Current
- Mitigated risk by implementing fraud services and safeguards.
- Discussed financial options with clients and provided informed suggestions.
- Met with clients to understand goals and recommend solutions to fit specific needs.
- Compiled and analyzed data to determine approaches to increase company revenue and client satisfaction.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Liaised with customers and product partners to identify and remove roadblocks to service implementation.
- Networked to identify potential new clients.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of treasury functions.
Education
Bachelor of Science - Finance
California State University, Fullerton
Fullerton, CA06-2005
Skills
- Client Focused Communication
- Data interpretation
- Microsoft office
- Product Knowledge
Accomplishments
- Collaborated with team of 10 in the development of GTPM Rate Submissions.
- Achieved revenue growth through effectively helping with Pricing events through multiple years.
- Achieved Certified Treasury Professional Certification in 2023
- APEX award winner for 2019
- Pinnacle award winner for 2023
Certification
- CTP - Certified Treasury Professional
Timeline
Treasury Sales Associate II
Bank of America
08.2013 - Current
Bachelor of Science - Finance
California State University, Fullerton
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