James Lee work email
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James Lee personal email
30 year banking leadership & management experience in Retail Banking, Retail Strategy, Product Development, Deposit Operations, Mortgage lending, Treasury Management Services, Commercial banking, and Wealth Management.Qualification in commercial lending, business development, strategy development, project management, team member development, revenue growth & expenses management, risk management, and coaching directors, managers & bankers to deliver top performance.
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Chief Deposit OfficerOpen BankBrea, Ca, Us
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Managing Director Western RegionBank Of Hope Jan 2024 - PresentLos Angeles, Ca, UsLead and direct Western Region comprised of 29 branches and 200+ employees including four Area Managers. As of Q3, 2024, achieved #1 ranking in overall sales production out of 3 Regions and developed and coached Area Managers effectively to be in top 1, 2, 3 ranking out of 9 Areas company wide. Exceeding total deposit, SBA loan, and TMS & FX fee income generation. -
Managing Director Of Retail StrategyBank Of Hope Jan 2021 - Dec 2023Los Angeles, Ca, UsReported to President and COO to lead Retail Strategy department directly while also managing Deposit Strategy department, Deposit Operations department, Credit Card department, and South Korea Representative Office comprised of 70+ employees including 6 Directors/Senior VPs. Designed and implemented Branch Scorecard Plan to set clear target goals and accountability for 54 branches company wide. Created and launched Premier Business Checking products with TMS component and developed various consumer checking, money market, savings, and CD products to ensure bank maintains healthy loan to deposit ratio and low-cost deposit growth. Championed and executed various bank wide sales campaigns for deposit, loan, and fee income growth. Spere-headed Deposit Retention Strategy for 7 consolidating branches and successfully achieved deposit retention goal. Streamlined new account opening and onboarding policy and procedures while minimizing risk exposures and operating loss for the bank. Transformed operation focused branch culture to be more sales and service culture by establishing Premier Banking Officer program and Area Manager job family.
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Senior Vice President - Mortgage Operations ManagerEast West Bank Jun 2019 - Jan 2021Pasadena, Ca, UsLead mortgage underwriting team. Build strategy, improve processes, enhance policy/procedures, develop campaigns, partner with IT, compliance, sales to increase mortgage origination while improving operations efficiency and customer experience. -
Senior Vice President - Director Of Customer ServiceEast West Bank Nov 2016 - May 2019Pasadena, Ca, UsLead customer service strategy and operation. Manage contact center for commercial/consumer loan servicing, digital banking/online banking service, and consumer deposit service.
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First Vice President - National Sales Manager Of Treasury Management ServicesEast West Bank Nov 2014 - Nov 2016Pasadena, Ca, UsLead and direct sales team dedicated to marketing and sales of Treasury Management and Merchant Card services in Southern & Northern California, Texas, and Washington. Manage large sales staff directly including selection, training & coaching, and work allocation of assigned territory. Recommend improvement in existing products to be competitive and develop new training courses when new products are introduced. Establish and develop short and long term financial and qualitative goals and execute sales strategy and processes by accurately estimating and maximizing market potential of assigned products to exceed TMS division revenue goal.
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First Vice President - Regional ManagerEast West Bank Jul 2010 - Nov 2014Pasadena, Ca, UsResponsible for managing sales, service, and operation across East West Bank branches in Southern California as well as Commercial Business Development Team responsible for Commercial Loans (C&I, CRE, SBA, MFR, & PPS) and Commercial deposit acquisition and expansion. Partner with Treasury management, International Banking, Foreign Exchange, and Wealth Management sales team leaders to grow commercial and consumer customer relationships. Provide extensive field coaching to branch managers and relationship managers/officers to develop talents and create culture of opportunity at East West Bank.
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Vice President - Retail Division Sales & Service ManagerEast West Bank Mar 2010 - Jun 2010Pasadena, Ca, UsResponsible for developing strategies and processes that grow sales and improve customer satisfaction for the bank. Provide leadership and coaching to banking leadership team, as well as sales and service staff in deepening existing customer relationships and acquiring new customer's relationships. Function as change champion and empower branch staff to adopt effective sales, service, and leadership behavior. Drive consistent execution against key process and achieve break-through results. Instill management focus and discipline. Implement practices that drive accountability.
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Vice President - District ManagerWells Fargo May 2007 - Feb 2010San Francisco, California, UsResponsible for overall sales and service management (including investment production through licensed bankers) for 9 branches in Orange County. Successfully opened 5 De Novo branches averaging over 250% of deposit projection (averaged $33 million deposit growth per branch). Received the highest team member engagement score on "Employee Gallup Survey" in Orange County/San Diego Region in 2008 (76.9% versus a corporate average of 65.1%) -
Vice President - Regional Premier Banking ManagerWells Fargo Jan 2007 - May 2007San Francisco, California, UsManaged Licensed Banker Program for 23 branches in South Orange County Region through coaching, training, and workshop. Sales Manager for 11 Premier Bankers for High Value Customer management and retention, loan generation, and investment production. Sales Director for 8 Licensed Bankers for investment production. Held FINRA series 7 and 66 licenses.
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Vice President - Branch ManagerWells Fargo Sep 1998 - Dec 2006San Francisco, California, UsSuccessfully managed four retail banking branches with assets up to $330 million and staff up to 29 FTE. Consistently ranked top 10% in sales and service production for Orange County Region and Los Angeles Metro Region.
James Lee Skills
James Lee Education Details
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Fuller Theological SeminaryCross Cultural Studies -
Uc IrvineEconomics
Frequently Asked Questions about James Lee
What company does James Lee work for?
James Lee works for Open Bank
What is James Lee's role at the current company?
James Lee's current role is Chief Deposit Officer.
What is James Lee's email address?
James Lee's email address is ja****@****cox.net
What schools did James Lee attend?
James Lee attended Fuller Theological Seminary, Uc Irvine.
What skills is James Lee known for?
James Lee has skills like Microsoft Office, Management, Microsoft Excel, Microsoft Word, Powerpoint, Leadership, Training.
Who are James Lee's colleagues?
James Lee's colleagues are Hyun Chai, Silvia Shin, Steve Fung, Anthony Barbosa, Peter Bada Kim, Jina Hong, Justin Chon.
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