Phim Chanthaboutdy
Fort Worth ,TX
Summary
I am looking to obtain a position that will allow me to utilize and expand my current skills to increase the company's reputation and profitability. Flexible hard worker ready to learn and contribute to team success.
Overview
26
26
years of professional experience
Work History
Financial Solutions Advisor
BBVA
Willow Park , TX
06.2014 - Current
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Improved operations by working with team members and customers to find workable solutions.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
Sales and Service Advisor
BBVA USA
Kerrville, TX
06.2014 - 08.2015
- Coordinated sales efforts with team members and departments such as customer service and production to orchestrate successful strategies.
- Listened to customer needs to identify and recommend best products and services.
- Met and consistently exceeded revenue targets with proactive, customer-specific suggestions of accessories and related items.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
Assistant Manager
BBVA Compass Bank
Kerrville, TX
10.2010 - 06.2014
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Maintained current and accurate cash balances for all programs, departments and projects.
- Responsible in leading the branch team in goal setting, sales management and sales productivity
- Generate business referrals by reviewing client's relationship for opportunities.
Sr Branch Associate
Guaranty Federal Bank
Kerrville, TX
07.1999 - 10.2010
- Reviewed, verified and identified customer transactions to detect and prevent financial crimes activities.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Maintained current and accurate cash balances for all programs, departments and projects.
- Supervise and train branch associates.
Education
Some College (No Degree) - Business Management
Austin Community College
Austin, TXSkills
- Increasing savings
- Developing financial plans
- Planning for retirement
- Funding education
- Friendly, positive attitude
- Work ethic
- Organizational skills
- Reliable and trustworthy
Accomplishments
- Increased office organization by developing more efficient filing system and customer database protocols.
- Received a merit raise for strong attention to detail, exemplary customer service, and team-player attitude.
- NMLS mortgage certification and licensed notary republic.
Additional Information
Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.
Timeline
Financial Solutions Advisor
BBVA
06.2014 - Current
Sales and Service Advisor
BBVA USA
06.2014 - 08.2015
Assistant Manager
BBVA Compass Bank
10.2010 - 06.2014
Sr Branch Associate
Guaranty Federal Bank
07.1999 - 10.2010
Some College (No Degree) - Business Management
Austin Community College