Andy Yang Email & Phone Number

San Jose, CA, US

San Jose Childcare Regional Office

Northern California Home Office - Pleasanton CA

District 91 - San Jose CA

District operations and strategies, distribution, and consulting. Recruitment and management of agency channel team members with training, motivating, and strategies development. Identify candidates for various entry point opportunities. Build and support entry point strategies to meet and exceed district targets. Manage cross-functional teams, working.

District 91 - San Jose CA

Develop strategies based on key metrics that are aligned with targets of Farmers and district office. Utilize KPIs for trend analysis to create strategies to support district initiatives to guide production and growth. Compile data to forecast areas of opportunities and gap analysis. Provide training activities and support for new entry points and current.

Sunnyvale

• Responsible for managing team growth and direction, develop career path for each employee. Create a cohesive team environment to work effectively.
• Took part with implementation project of new systems upgrade for the branches. Assist in developing team member on coaching, and training of new system. Work with corporate operational team in testing system functions.
• Ensure branch is running within company guidelines, and compliant with local regulations.
• Establish and implement business develop plan to help generate member relationship, and growth.

• Extensive knowledge on risk, compliance, and on-boarding process. Trained on Know Your Clients, Customer Due Diligence, Enhanced Due Diligence, and Lines of Defense process. Ensure branches and associates are in.
• Update and adapt to risks and controls to the changing financial environment.
• Take lead in working with Branch Manager, Service Managers, branch staff, and Commercial RM to develop risk management process, and presenting HSBC values, and projects to company’s senior management team. Train.

San Jose, CA

• Responsible for developing De Novo Office in building lending and deposit base. Focus on relationship development with local community, COIs, network groups, and businesses.
• Taking on leadership role by coaching and training team on sales process and products to work effectively together to drive and expand client relationships, and working closely with Operations to create efficient sales.
• Provide cohesiveness by working together efficiently and effectively to maximize Team Members potential which provides overall success to Branch Goals.
• Contribution in developing cliental to drive in $16,000,000 in branch deposits. Top cross-sell ratio in the Division for 2012. Manage client's financial portfolio, both short term and long term goals.

• Responsible for coaching, development, and leading team to focus and service our clients. Delegate branch goals to team and motivating to succeed. Leading branch to work in team environment. Work with Assistant Manager.
• Lead the branch to Annual Pinnacle for 2010, top decile in the Region in share group, by accomplishment in both sales and service scores. Demonstrate excellent leadership by modeling the vision of the company.
• Building deeper relationships with my business clients, by personalized service, understanding their needs, and having expert knowledge in banking aspect. Building great relationships with my business partners and.