BINH TO
Houston,TX
Summary
Self-motivated Market Sales Leader possessing expertise in coaching, marketing, and sales, and business operations within the financial services industry. Versatile and communicative professional offering background capturing profitable business opportunities and motivating talented, cross-functional team of employees. Collaborative problem-solver and creating strategic partnership with excellent attention to detail and first-rate time management skills.
Overview
24
24
years of professional experience
Work History
Business Growth Advisor
UBS Financial l Wealth Management
11.2023 - Current
- Developed a plan to assist team efforts to identify, source, and prospect high net worth and ultra-high net worth individuals and families to help grow AUM.
- Established strategic collaborations with industry wholesalers, estate attorney, and CPA resulting in increased business acquisition.
- Assisted advisors in developing targeted marketing channels and prioritizing personalized financial solutions
- Demonstrated proficiency in educating business owners on successful succession planning strategies as a Certified Exit Planning Advisor
- Offered customized advice to facilitate smooth business transitions.
- Assisted senior financial advisors in delivering tailored products and services for complete financial planning
- Craft customized financial plans to match clients' ambitions and desires
Senior Market Sales Leader, VP
Wells Fargo Bank l Treasury Management Solution
02.2011 - 11.2023
- Cultivated influential relationships with Retail Banking District Manager, Regional Presidents, area executives, peer managers and COIs leading to steady growth in referrals on an annual basis.
- Led strategy development and action plans to drive small business and merchant services growth in South Texas, South Central, and Austin regions.
- Utilized understanding of behavioral framework to drive growth strategy for merchant teams and retail branch.
- Implemented an efficient training approach for new products, resulting in increased productivity across all branches.
- Managed and cultivated a proficient field sales executive team in the retail and business banking segment by providing guidance, support, training, and mentorship.
- Showcasing exceptional leadership skills in achieving revenue goals through successful management of B2B sales in multiple markets.
- Enhanced market share by catering to the cashflow requirements of small business owners.
Business Sales Consultant, AVP
Wells Fargo Bank l Treasury Management Solutions
07.2000 - 02.2011
- Demonstrated a track record of excellence as a consultant for external sales
- Exhibited expertise in securing and attaining new clients by emphasizing payment acceptance solutions
- Engaged in collaborative efforts with internal and external partners to effectively address the cashflow needs of small business owners.
Education
Visa University Payments Lab -
01.2022
AFP Treasury Professional Completion -
01.2006
BS Biological Science -
01.2000
License -
Certified Exit Planner Advisor -
Skills
- Behavioral Management
- Influencing & creating strategic partnership
- Negotiation
- Strategic Planning
- Data-driven decision-making
- Implementation leader
- Sales and Marketing
- P&L Management
- Staff Development
- Operations Leadership
- Regulatory Compliance
- Customer Relationship Management
- Lead Acquisition Strategy & Management
- Cash Flow Management
Accomplishments
- 2022, 271% increase YOY on team average volume deal size. Pivot team to engage more complex business opportunities. Promoted 2 employees to senior sales position.
- 2019-2021, Clover Leader (integrated point of sale) for National division. Resulted increase in upfront equipment revenue and delivery per sales FTE. Enhance national sales training program and product presentations.
- 2018, Ranked #1 Supermarket in Texas/New Mexico Region in performance. Turnaround underperforming market in Austin/San Antonio, increase revenue performance by 56% YOY (2017 blend performance 52% to 108% in 2018).
- 2017, Nationally ranked top 3 teams in revenue performance. #1 in delivering Clover equipment (integrated point sales) nationally.
- 2016, #2 Market Sales Manager nationally. Blended performance 155% goal.
- 2014-2015, #1 Market Sales Manager nationally. Blended performance 155% goal.
- 2005-2010, National annual Top Gun and Sales Star Hawaii recipient as a Business Consultant.
Timeline
Business Growth Advisor
UBS Financial l Wealth Management
11.2023 - Current
Senior Market Sales Leader, VP
Wells Fargo Bank l Treasury Management Solution
02.2011 - 11.2023
Business Sales Consultant, AVP
Wells Fargo Bank l Treasury Management Solutions
07.2000 - 02.2011
Visa University Payments Lab -
AFP Treasury Professional Completion -
BS Biological Science -
License -
Certified Exit Planner Advisor -
Activities
- Current & past mentor
- Small Business Success Series Program Mgr. l HCC & Wells Fargo
- Diversity, Equity and Inclusion Board Member: Latin Connection, My Generation & Asian Connection Network Group
- Wells Fargo Merchant Payments Diversity Council Member
- Community Involvement- Houston Food Bank, Star of Hope
Activities
- Current & past mentor
- Small Business Success Series Program Mgr. l HCC & Wells Fargo
- Diversity, Equity and Inclusion Board Member: Latin Connection, My Generation & Asian Connection Network Group
- Wells Fargo Merchant Payments Diversity Council Member
- Community Involvement- Houston Food Bank, Star of Hope
Similar Profiles
Ashley MackeyAshley Mackey
Anti-Money Laundering Compliance Analyst at UBS Wealth Management & Financial ServicesAnti-Money Laundering Compliance Analyst at UBS Wealth Management & Financial Services
Aniket PageyAniket Pagey
Client Onboarding Specialist at UBS Wealth Management (Formerly Credit Suisse)Client Onboarding Specialist at UBS Wealth Management (Formerly Credit Suisse)
Constantina HadjiloucaConstantina Hadjilouca
Sales Support Specialist at UBS Wealth ManagementSales Support Specialist at UBS Wealth Management