Lydia Oh
Bothell,WA
Summary
Accomplished leader offering 18 years of experience in sales and finance. An individual who thrives in a fast-paced, dynamic, and collaborative environment and is comfortable with ambiguity. Expert in increasing productivity and member satisfaction while driving revenue and sales, and building a positive culture amongst team. Currently seeking the next opportunity as VP of Retail.
Overview
22
22
years of professional experience
Work History
Director of Sales and Service, Region 1
First Tech Federal Credit Union
04.2021 - Current
- Managed team of sales representatives, providing guidance, coaching and support.
- Established ambitious sales targets and developed go-to-market plans to capitalize on every revenue opportunity.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
- Worked closely with product teams to understand customer needs and requirements.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Implemented systems and procedures to increase sales.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Acting Director of Region 1
First Tech Federal Credit Union
06.2020 - Current
- Directed daily operations, overseeing 8 XC's to optimize productivity.
- Developed and supervised Region 1 by providing training, support and direction. Progressed and promoted 8 teammates during this time.
- Assisted in developing the XC Outbound Team.
- Minimized risk by keeping all locations operationally sound to protect our members and credit union.
- Involved in opening of a new Experience Center, Kirkland Urban.
- Exceeding all performance metrics and goals, being the top performing Region in Retail.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Actively engaged Assistant Managers during quarterly Skill Builder classes.
- Delegated and supervised 8 FSR Bootcamps to reinforce Upskill Engagement.
Senior Experience Center Manager
First Tech Federal Credit Union
05.2017 - 06.2020
- Motivated and led team members to work together to achieve targets.
- Delivered exceptional client experiences through hands-on leadership of teammates.
- Built FSR Bootcamps for Region 1 to upskill our front line teammates.
- Collaborated with business partners to present insurance, investments and mortgage alternatives as part of the comprehensive financial plan.
- Built strong connections with Dwellworks and other vendors who support relocation of new MSFT employees.
- Managed work and performance of more than 9 employees.
- Provided leadership, guidance and support to staff members
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs
- Participated in community events to promote services and engage with public
- Assessed community needs and identified resources for social and community service programs
Experience Center Manager II
First Tech Federal Credit Union
10.2016 - 05.2017
- Collaborated with staff to maximize member satisfaction, streamline procedures and improve bottom-line profitability.
- Managed, led and coached a top performing XC in R1 and XC Channel.
- Coached 4 front line teammates on how to properly execute on behaviors that result in performance.
- Contributed to the development of an Assistant Manager who became the successor of BCC.
- Mentored and onboarded leaders across the XC Channel.
- Partcipated in the Hiring Panel to bring on new talent.
- Interacted well with members to build connections and nurture relationships.
- Trained new employees on proper protocols and customer service standards.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of opportunity.
Branch Manager
First Tech Federal Credit Union
06.2015 - 10.2016
- Designed sales and service strategies to improve revenue and retention.
- Built a culture of winning and engagement.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Ran Region 1's community service events.
- Assessed employee performance and developed improvement plans.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol.
- Boosted sales and customer loyalty through incentive programs
Assistant Manager
Bank of America
01.2014 - 06.2015
Assistant Manager
Bank of America
02.2012 - 06.2014
Personal Banker
Bank of America
03.2008 - 02.2012
Teller Operations Specialist
Bank of America
07.2005 - 03.2008
Teller Associate
Bank of America
02.2002 - 07.2005
Education
Western Cuna Management School
ClaremontUniversity of Washington
SeattleKamiak High School
Mukilteo, WASkills
- Leadership
- Strategic Planning
- Process Improvement
- Sales Strategy Development
- New Hire Onboarding
- Operations Management
- Employee Engagement
- Talent Planning
- Client Relationship Management
- Sales Training and Leadership
- Channel Development
Languages
English
Native or Bilingual
Korean
Full Professional
Timeline
Director of Sales and Service, Region 1
First Tech Federal Credit Union
04.2021 - Current
Acting Director of Region 1
First Tech Federal Credit Union
06.2020 - Current
Senior Experience Center Manager
First Tech Federal Credit Union
05.2017 - 06.2020
Experience Center Manager II
First Tech Federal Credit Union
10.2016 - 05.2017
Branch Manager
First Tech Federal Credit Union
06.2015 - 10.2016
Assistant Manager
Bank of America
01.2014 - 06.2015
Assistant Manager
Bank of America
02.2012 - 06.2014
Personal Banker
Bank of America
03.2008 - 02.2012
Teller Operations Specialist
Bank of America
07.2005 - 03.2008
Teller Associate
Bank of America
02.2002 - 07.2005
Western Cuna Management School
University of Washington
Kamiak High School
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