Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Tony Nguyen

Tony Nguyen

Seattle

Summary

Ethical banker with 6 years of experience in banking and customer service arena. Competent and responsive professional positively liaises between customers and bank. Proficient in processing loan documentation and disbursing proceeds. Recognized for consistently achieving sales targets and cross-selling bank products.

Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.

Professional consultant with track record of providing valuable insights and strategic solutions to diverse clients. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for fostering team collaboration and adapting to dynamic environments, ensuring project success and client satisfaction.

Overview

9
9
years of professional experience

Work History

Client Relationship Consultant

U.S. Bank
01.2021 - 03.2025
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Enhanced communication among team members to foster collaborative and supportive work environment.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.
  • Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
  • Assisted clients in navigating complex industry challenges with strategic recommendations.

Personal Banker

JPMorgan Chase
06.2019 - 02.2021
  • Networked to increase client base and encourage existing clients to expand financial portfolios
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients' needs
  • Worked closely with management to strategize sales techniques to increase branch production and customer service
  • Established rapport with new clients to increase satisfaction and loyalty
  • Created innovative financial solutions to meet customer needs and provide competitive edge
  • Promoted all financial products by maintaining excellent service offering knowledge
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
  • Created innovative financial solutions to meet customer needs and provide competitive edge
  • Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals

Lead Teller Operations Specialist

JPMorgan Chase
04.2017 - 06.2019
  • Gained knowledge of standard equipment, including manufacturer repair guidelines
  • Adjusted original installation plan and reviewed installations for compliance with local codes and good operating practices
  • Evaluated systems according to predetermined checklist and noted issues
  • Adhered to safety protocols and policies to reduce workplace hazards
  • Drove operational improvements which resulted in savings and improved profit margins
  • Managed quality assurance program, including on-site evaluations, internal audits, and customer surveys
  • Promoted products or services to each customer to consistently achieve sales targets

Lead Teller

KeyBank
07.2016 - 04.2017
  • Checked amount details and fraud markers for transaction papers such as checks and money orders
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Processed quarterly vault and ATM audits with zero error rate
  • Coordinated daily cash reconciliation in high-volume location
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit

Education

High School Diploma -

Lincoln High School
06.2011

Skills

  • Portfolio assessment
  • Financial product knowledge
  • Business Development
  • Sales expertise
  • Sales strategy
  • Cash Handling
  • Branch management
  • Relationship building and management
  • Client relationship management
  • Complaint resolution
  • Order fulfillment
  • Attention to detail
  • Strategic planning
  • Team leadership & development
  • Time management
  • Client relationships
  • Client rapport
  • Reports and documentation
  • Teamwork and collaboration
  • Active listening
  • Risk assessment
  • Forecasting and reporting

Accomplishments

  • Achieved 175 percent to goal while also keeping up with operations and customer satisfaction

Languages

Vietnamese
Full Professional

Timeline

Client Relationship Consultant

U.S. Bank
01.2021 - 03.2025

Personal Banker

JPMorgan Chase
06.2019 - 02.2021

Lead Teller Operations Specialist

JPMorgan Chase
04.2017 - 06.2019

Lead Teller

KeyBank
07.2016 - 04.2017

High School Diploma -

Lincoln High School

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Tony Nguyen