Jimmy Ng
Kirkland,WA
Summary
People-oriented team leader successful in monitoring performance, delegating work and motivating members. Versed in managing daily direction and team communication. Collaborative and resourceful professional dedicated to identifying needs to develop and deliver creative solutions.
Overview
19
19
years of professional experience
Work History
Business Banking Team Lead
KeyBank
Seattle, WA
01.2024 - Current
- Developed strategies to increase team productivity and improve customer service levels.
- Developed and implemented sales plans to achieve desired results.
- Conducted training sessions for new sales staff members to ensure they had the necessary skills to succeed in their roles.
- Analyzed market trends and identified potential opportunities for business growth.
- Monitored performance of sales team members against set targets, providing feedback as needed.
Sr. Business Banking Relationship Manager
KeyBank
Bellevue, WA
06.2015 - 12.2023
- Served as a Player Coach role in 2023
- Signature Circle Winner in 2021, 2022, 2023
- Identified potential new customers and developed strategies for attracting them.
- Advised clients on various financial products such as loans, lines of credit, cash mgmt and other banking services.
- Analyzed financial data to identify trends in client profitability and liquidity.
- Conducted regular reviews of existing accounts to ensure compliance with regulations.
- Provided advice on cash flow management, budgeting and investment options for businesses.
Area Retail Leader
KeyBank
Bellevue, WA
01.2012 - 06.2015
- Oversaw and managed retail branch network of 16 branches.
- Signature Circle Winner - 2012
- Developed and implemented strategies to improve team performance and productivity.
- Conducted regular meetings with staff to discuss progress, identify challenges, and develop solutions.
- Directed the recruitment process for new employees, including interviewing and selecting candidates.
- Monitored workflow processes and identified areas of improvement.
- Assessed team performance against established goals and objectives.
Business Banking Sales Manager
US Bank
Bellevue, WA
01.2011 - 01.2012
- Piloted the Small Business Specialist program. Led a team of 16
- Developed and mentored multiple Business Bankers into future BBRM roles
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Executed strategic sales plans to expand customer base and revenue.
Business Banking Officer
US Bank
Bellevue, WA
08.2007 - 01.2011
- Same responsibilities as Sr. BBRM role at KeyBank
- Multiple Annual Pinnacle Winner
- Certified Subject Matter Expert in Healthcare Practice Finance
Branch Manager
US Bank
Redmond, WA
09.2005 - 08.2007
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
Education
Some College (No Degree) - General Studies
North Seattle Community College
Seattle, WASkills
- Performance monitoring
- Coaching and Mentoring
- Production Monitoring
- Employee engagement
- Financial Acumen
- Portfolio Management
- Relationship Building
- Strategy Development
- Team Building Leadership
- Critical Thinking
- Teamwork and Collaboration
- Business Relationship Management
Timeline
Business Banking Team Lead
KeyBank
01.2024 - Current
Sr. Business Banking Relationship Manager
KeyBank
06.2015 - 12.2023
Area Retail Leader
KeyBank
01.2012 - 06.2015
Business Banking Sales Manager
US Bank
01.2011 - 01.2012
Business Banking Officer
US Bank
08.2007 - 01.2011
Branch Manager
US Bank
09.2005 - 08.2007
Some College (No Degree) - General Studies
North Seattle Community College