Kaitlyn Ngo
Soaren Management
Gilbert,AZ
1
Language
11
years of professional experience
Experienced Bank Branch Manager skilled in enhancing operations, customer satisfaction, and financial performance. Proven track record in leadership, team development, and risk management. Fluent in Vietnamese with a few years working in accounting and finance industry.
Work History
Staff Accountant II
1 Year 2 Months- Reconciled expense reports, and coded to expenses to the proper GL code in compliance with company travel policy
- Reconciled bank statements against financial records to maintain accuracy and compliance.
- Assisted on implementing online banking and employee credit card expenses from manual entry to auto-function
- Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
- Monitored and maintained a new audit system by implementing new policies and regulations, and rolled out reconciliation procedures
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Improved stakeholder confidence with preparation of clear and concise monthly financial reports.
- Enhanced financial reporting accuracy by meticulously reconciling bank statements with ledger entries.
Bank Branch Manager
1 Year 2 Months- Oversaw and managed all aspects of the business such as Marketing, Sales, Training, and Operations
- Reviewed trade area and identified new market opportunities
- Developed and managed budgets, ensuring optimal allocation of resources within the branch.
- Participated in district training calls with other branches
- Resolved escalated customer issues quickly and efficiently while demonstrating empathy towards clients' concerns resulting in higher customer retention rates.
- Increased branch revenue by 10% when I took over.
- Supervised 10 employees, ensuring compliance.
Bank Branch Manager
1 Year 7 Months- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Optimized staff productivity through effective scheduling, task delegation, and performance monitoring.
- Oversaw employee recruitment processes to ensure hiring of qualified candidates who contributed positively to the bank''s goals and culture.
- Enhanced customer satisfaction by 20%.
- Managed branch budgets, cutting waste by 5%.
Education
Bachelor of Administration - Business in Administration And Management
Skills
Branch Management
Financial Analysis
Customer Relations
Staff Supervision
Budget Management
Sales Training
Bank reconciliation
Operational Efficiency
Languages
Vietnamese
Native or Bilingual
Timeline
Staff Accountant II
Soaren Management
12.2024 - 02.2026Read More
Bank Branch Manager
GBC International Bank
01.2019 - 03.2020Read More
Bank Branch Manager
Chase Bank
06.2015 - 01.2017Read More
San Jose State University
Bachelor of Administration from Business in Administration And Management
Read More