Yvonna Trinh
Milpitas,California
Summary
Proactive and goal-oriented professional with excellent time management, team leadership and audit skills. Self-directed who Known for reliability and adaptability to meet changing operational needs. Success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Motivated and passionate about providing excellent customer service and exceeding expectations. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
19
19
years of professional experience
Work History
Branch Manager
Meriwest Credit Union
12.2017 - Current
- Perfect result on multiple audits for two branches
- Manage two branches and supporting to turn around branch audits
- Roar award winner in 2024
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- High member satisfaction ratings by enhancing service quality, resolving issues promptly and advised member based.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through observations and coaching sessions to facilitate continuous development of skills and knowledge base within the team.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Partner with different departments to be a pilot for Terafina projects, Qlik reports and revised operation procedures.
- Develop employees to Premier Circles and Chairman's Club award night.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Branch Manager 2
US Bank
06.2013 - 12.2017
- Won National 1st place on generate revenue.
- Received quarterly award in the region for exceeding branch goals.
- Highest ranking on customer service rating.
- Developed employees without experiences to high performer awards in the region and branch manager position.
- Helped many branches turnaround from failed to perfect audit results.
- Developed a failing branch to the highest profitable branch in revenue.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques.
- Developed a high-performing team through observations, coaching, regular training, and performance management initiatives.
- Created strategies to develop and expand existing customer sales, resulting in increase in customer service rating.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
- Championed process improvement initiatives that resulted in increased efficiency, improved service quality, or cost savings for the organization as a whole.
Personal/Small Business Specialist
JP Morgan Chase Bank
07.2010 - 06.2013
- High performer on exceeding sales goal consistently.
- Developed by management to promoted for assistant manager position.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to customers.
- Improved customer experiences by providing personalized banking solutions and exceptional service.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Enhanced customer retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service rating.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Teller/Customer Service Representative
Credit Union West
05.2008 - 03.2009
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Bank Teller
Citibank
01.2006 - 01.2007
- Highest ranking on cross-sold credit card consistently.
- Helping management on audit tasks.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of the day, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and educate customer on banking services.
- Top ranking on cross-sold and referred customers to bankers.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
Education
San Jose State University
1 Washington Sq, San Jose, CA 95192Public Notary License
Skills
Branch perfect audit
Excellent time management skills
Excellent work ethic
Coaching and Mentoring
Enhanced member experiences
Strong team-builder
Decision-Making
Proactive and Focused
Community Relations
Strategic Planning
Training and Development
Sales management
Timeline
Branch Manager
Meriwest Credit Union
12.2017 - Current
Branch Manager 2
US Bank
06.2013 - 12.2017
Personal/Small Business Specialist
JP Morgan Chase Bank
07.2010 - 06.2013
Teller/Customer Service Representative
Credit Union West
05.2008 - 03.2009
Bank Teller
Citibank
01.2006 - 01.2007
San Jose State University
Public Notary License
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