LISA NGUYEN
Princeton,TX
Summary
Accomplished Vice President with progressive industry background and decisive leadership style. Offers strategic planning abilities and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Vice President, Client Onboarding
JPMorgan Chase
08.2023 - Current
- Cultivated strong relationships with key stakeholders, including customers, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Enhanced mentee performance by providing personalized guidance and support.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Senior Onboarding Specialist
JPMorgan Chase
07.2021 - Current
- Identify, execute and lead innovative complex, large scale client onboarding focused on end to end ownership of client experience
- Lead dialogue with client, Treasury team and subject matter experts to drive collaboration, resolve conflicts and build consensus
- Develop project plan tailored to complex and dynamic needs of multi – entity, multi- jurisdiction clients
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
- Managed 13 net new client deals concurrently.
Client Service Associate
JPMorgan Chase
01.2020 - 07.2021
- Performed for various relationship management activities and operational controls
- Acquired 10+ cases daily.
- High net worth client portfolio consists of operating transactional accounts and complex treasury products both within US and globally.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Client Service Analyst
JPMorgan Chase
04.2019 - 01.2020
- Escalated requests for service, acting as point of escalation for external and internal parties.
- Analyzed client disputes and offered solutions to fit client and company expectations.
Manager on Duty
Chase Bank
07.2018 - 04.2019
- Direct and performed operational and platform aspects while ensuring each employee meets their individual sales goals and branch goals
- Trained employees in essential job functions.
- Responded to customer concerns by providing friendly, knowledgeable support and maintaining composure and professionalism.
- Increased OSAT scores from 88 to 97
Personal Banker
Chase Bank
07.2017 - 04.2019
- Worked with management to strategize sales to increase branch production and customer service.
- Performed setting up /closing accounts, completing applications and signing up clients for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Monthly referrals to advisors range from $50,000 - $350,000.
Education
Collin County College
Plano, TXSkills
- Project Planning
- Time Management
- Strong Communication Skills
- Customer Relationship Management
- Collaboration & Team Member Engagement
- Team leadership
- Decision-making
- Critical thinking
Accomplishments
- Commercial Real Estate All-Star Award 2023
- Community Banking Development Champion Award 2024
Certification
- Business Economics Certification - eCornell
- Cybersecurity Certification
Languages
English
Native or Bilingual
Vietnamese
Native or Bilingual
Timeline
Vice President, Client Onboarding
JPMorgan Chase
08.2023 - Current
Senior Onboarding Specialist
JPMorgan Chase
07.2021 - Current
Client Service Associate
JPMorgan Chase
01.2020 - 07.2021
Client Service Analyst
JPMorgan Chase
04.2019 - 01.2020
Manager on Duty
Chase Bank
07.2018 - 04.2019
Personal Banker
Chase Bank
07.2017 - 04.2019
Collin County College
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