Daniel Phuong Email & Phone Number

United States

Ada, Oklahoma, Us

San Francisco, California, Us

Acquiring, servicing and growing relationships with small businesses that typically have annual gross sales between $100k and $1MMWorks proactively to seek new customers and engage with existing customers to understand what is most important to them and help with their current and future financial needsActs as the primary relationship manager for a portfolio of small business customers in an assigned territory using customer relationship management tools and systems and coordinate efforts that require resources and partners across the bankBuilds and grow relationships with a dedicated book of small business customers asking questions to learn about their financial needs, understanding customers goals; and sharing how Wells Fargo can help by following up through proactive outreach, via phone or in-person visits, and set, plan and execute appointmentsCompletes service requests, identifying, resolving customer concerns by following resolution protocolMaintains primary focus on small business products and services; serve or refer the small business customers consumer needsEngages with customers in all phases of the business life cycle while following policies and leveraging product knowledgeConducts needs based conversations identifying credit, deposit and servicing processing needs of customersBuilds relationships with branch employees making introductions to appropriate partners to help meet customer s broader financial needsParticipates in community organizations and building relationships with centers of influenceServes as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulationsExplains and demonstrates self-service mobile options to customers

Help sellers and buyers achieve their dream of moving.

Minneapolis, Minnesota, Us

Hire and trained sales staff to meet sales expectations and achieve their desired goals of success in the company.

Bachelors, Sociology, Biology And Dance, Summa Cum Laude

Education record