Douglas Chee Email & Phone Number

Responsible for leading, managing and coaching a team of sales and service professionals to meet and exceed sales targets, ensure the operational excellence of the banking center and create an excellent customer experience. Banking Center Manager acts as a 'general manager' and is responsible for executing the One Team model by ensuring collaboration between banking center teammates and on-site specialists. Demonstrates key behaviors to drive banking center success. I ensure customer needs are met by executing lobby leadership. Observe banking center team in action through the eyes of the customer. Supervise and coach teams on proper execution of key banking center plays. Communicate with consumer market managers, conduct performance assessments and update staff on business developments. Manage all aspects of a successful business including resource management, operational excellence, managing partnerships, associate development and proficiency, building and retaining customer relationships. Proactively identify and manage risk in every business, product, and service transaction leveraging the Risk Framework. Create workforce stability by cultivating an engaged and well coached team. Demonstrate and model Bank of America core values. Stay informed of key priorities and business updates. Execute sales and service plays and processes.

Hillsborough, Nj And Flemington, Nj

Responsible for assisting and supporting the bank manager in leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction targets. Supervising and coaching teams on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same. Ensuring completion of regulatory compliance and training specific to sales and service responsibilities for branch associates.

Bridgewater, Nj And Hillsborough, Nj

Responsible for generating business and deepening relationships by selling products and services to potential and existing customers. Responsibilities include achieving aggressive sales goals and providing high quality customer service. Selling financial products (e.g. Credit Cards, CD's IRA's, Loans). Responding to customer inquiries and concerns and creating positive solutions. Recognizing and referring cross-sell opportunities. Performing daily/weekly sales reporting. Interviewing and processing consumer loan/credit line requests for customers, and obtaining referrals from loan customers. Supporting other sales associates as needed.

Basking Ridge, Nj

Responsible for greeting, servicing and selling to customers in the lobby and performing teller transactions. Responsibilities include functioning as a scheduled seller or teller depending upon banking center's specific needs. Primary responsibilities include establishing, retaining and deepening relationships with branch customers and potential customers to achieve team sales goals and provide quality customer service. Resolving complex service issues or referring to appropriate associate to guarantee customer satisfaction and retention. Providing proactive sales activities of basic products while referring more complex requests to an associate with more in-depth expertise. Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.