Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Languages
Timeline
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FRANCES YANG

Irvine,CA

Summary

Branch banking leader with extensive experience in operations management and team development. Focused on driving branch growth through enhanced customer satisfaction and strategic sales initiatives, while ensuring compliance with regulatory standards.

Overview

2
2
Languages
1
1
Certification
12
12
years of professional experience

Work History

Branch Manager / Vice President

New Omni Bank
06.2024 - 04.2026
  • Successfully established and launched the Irvine branch as the inaugural branch manager overseeing branch operations, staffing, compliance, and market growth initiatives.
  • Led branch operations while enhancing customer satisfaction, retention, and operational efficiency and ensuring compliance with regulatory standards and internal policies.
  • Managed daily branch operations, ensuring workflow efficiency and high customer satisfaction.
  • Developed and implemented strategic sales initiatives, boosting customer engagement and retention.
  • Enhanced branch profitability through cost-saving measures and streamlined operational processes.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Ensured compliance with banking regulations and internal policies to mitigate risks.

Branch Manager / Assistant Vice President

East West Bank
07.2019 - 05.2024
  • Managed branch operations, coaching employees to enhance operational excellence and exceed sales performance goals.
  • Led daily operations to ensure efficient branch performance and excellent customer service.
  • Managed high-volume operational activities, including VIP client transactions and outgoing wire processing, ensuring seamless service delivery.
  • Developed and implemented strategic sales initiatives to enhance customer acquisition and retention.
  • Established strong client relationships, addressing needs to boost satisfaction and loyalty.
  • Managed staff schedules and resources to optimize team productivity and workflow.
  • Oversaw compliance with banking regulations, ensuring risk management protocols were followed.

Branch Manager / Assistant Vice President

Bank of the West
09.2014 - 07.2019
  • Identified partnership opportunities, expanding community and business relationships to drive branch growth.
  • Evaluated employee performance and implemented development plans to improve team productivity.
  • Built strong client relationships through consultative banking and exceptional customer service.
  • Analyzed financial reports to identify trends, optimize operational efficiency, and drive profitability.
  • Coordinated community outreach efforts to increase brand awareness and strengthen local engagement.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Led branch operations, ensuring compliance with banking regulations and policies.
  • Developed and implemented strategic sales initiatives, enhancing customer acquisition and retention rates.
  • Mentored and trained staff, fostering a collaborative team environment focused on performance excellence.
  • Developed and led team of financial advisors, enhancing their skills with comprehensive training programs.

Education

MBA - Business Administration & Management

City University of Seattle
Seattle, WA
06-2000

Skills

  • Sales strategy development
  • Client retention strategies
  • Customer relationship management
  • Branch operational efficiency
  • Compliance management
  • Risk management
  • Team leadership
  • Employee development
  • Community engagement
  • Communication and problem solving

Accomplishments

  • Successfully launched New Omni Bank’s Irvine Branch from inception to full operation.
  • Recognized for outstanding leadership, team engagement, and operational excellence.
  • Exceeded annual sales goals and strengthened branch market penetration through relationship-focused strategies.
  • Maintained strong audit readiness and compliance standards across branch operations.
  • Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
  • Repeatedly received recognition from superiors for excellence in service.
  • Resolved product issue through consumer testing.
  • Cross-functional collaboration.
  • Customers experience excellence.

Certification

  • California Mortgage Loan Originator (MLO) License
  • East West Bank Leadership Academy — Branch Management Training
  • Advanced Sales & Relationship Strategy — American Bankers Association

Languages

  • English
  • Chinese (Mandarin)

Languages

English
Professional
Chinese (Mandarin)
Native/ Bilingual

Timeline

Branch Manager / Vice President

New Omni Bank
06.2024 - 04.2026

Branch Manager / Assistant Vice President

East West Bank
07.2019 - 05.2024

Branch Manager / Assistant Vice President

Bank of the West
09.2014 - 07.2019

MBA - Business Administration & Management

City University of Seattle
FRANCES YANG