Summary
Overview
Work History
Education
Skills
Languages:
Core Expertise:
Timeline
Generic

Daniel Chang Lem

Houston ,TX

Summary

Results-driven regional banking sales professional with over 10 years of experience in financial services. Specializing in training, developing, at a regional level in cross-selling, banking products, building strong client relationships and exceeding our sales targets. Proven to track record of driving revenue growth, Maintaining high customer satisfaction and staying compliant in financial regulations. Passionate about helping customers achieve financial success through tailored banking solutions.

Proactive and dedicated Regional Sales Specialist with 10+ years of sales experience. Develops and implements creative promotional plans to reach target customers and promote products. Excellent verbal and written communication, negotiation and multitasking skills.

Overview

11
11
years of professional experience

Work History

Regional Sales Specialist

First National Bank Texas/ First Convenience Bank
01.2016 - Current
  • Training and developing employees to find the right customer needs in accounts, loans, credit cards, to increase sales and productions.
  • Finding ways to motivate and encourage the employees and branch managers through challenges, sales huddles, training and training to increase production.
  • Consistently exceed monthly sales goal, through proactive outreach and product building strategies.
  • Increase Direct Deposit, Debit Card, Loans and Credit Cards year over year by building trust based relationship and offering the right products finding the customer needs.
  • Promote Credit Cards, Saving accounts, personal loans and investments products to new and exciting customers.
  • Partnered with Branch Manager and District manager to coordinate marketing strategies to make targets and increase production.
  • Implemented effective sales training programs for new hires, ensuring a deep understanding of company products and services.
  • Delivered product presentations to potential clients, showcasing unique features and benefits.
  • Managed a team of sales representatives, providing coaching and performance feedback for continuous improvement.
  • Increased regional sales by implementing targeted marketing strategies and building strong relationships with key clients.
  • Expanded market share by identifying new business opportunities and establishing strategic partnerships.

Assistant Branch Manager

First National Bank Texas/ First Convenience Bank
01.2015 - 01.2016
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.

Bank Supervisor

First National Bank Texas/ First Convenience Bank
01.2015 - 01.2015
  • Assisted in developing marketing campaigns aimed at attracting new customers while retaining existing clientele.
  • Maintained strong relationships with key clients by addressing their unique banking needs promptly and professionally.
  • Supported the development of junior staff members by providing ongoing feedback, guidance, and mentorship.
  • Executed branch marketing, advertising and bank promotions.
  • Trained employees to standards by conducting coaching sessions and evaluating comprehension.
  • Managed daily cash transactions, ensuring accuracy in balancing while adhering to strict compliance guidelines.
  • Conducted regular audits to maintain the security of financial records, systems, and processes.
  • Improved customer satisfaction by efficiently managing and resolving customer inquiries and concerns.

Personal Banker

First National Bank Texas/ First Convenience Bank
01.2014 - 01.2015
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Education

Associate of Science -

Houston Community College
Houston
01.2016

Skills

  • Staff Training and Developing
  • Leadership
  • Sales and team leadership
  • Customer retention
  • Loan & Credit Cards
  • Multi Branch Operations
  • Performance Coaching
  • Sales presentations
  • Sales strategy development
  • Business development
  • Partnership building
  • Account penetration

Languages:

English - Fluent
Spanish - Fluent

Core Expertise:

  • Retail banking sales
  • Financial Product Knowledge
  • Customer Relationship Management
  • Cross-Selling & Upselling
  • Regulatory Compliance
  • Needs-Based Selling
  • Target Achievement
  • Marketing

Timeline

Regional Sales Specialist

First National Bank Texas/ First Convenience Bank
01.2016 - Current

Assistant Branch Manager

First National Bank Texas/ First Convenience Bank
01.2015 - 01.2016

Bank Supervisor

First National Bank Texas/ First Convenience Bank
01.2015 - 01.2015

Personal Banker

First National Bank Texas/ First Convenience Bank
01.2014 - 01.2015

Associate of Science -

Houston Community College

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