Jason Phung Email & Phone Number

Richmond, British Columbia, Canada

• Lead high performing retentions colleagues managing B2B customers, managing five strategically aligned teams.
• Produce accurate weekly business forecasting for senior management to achieve business results
• Consistently over achieved and exceeded month-to-month assigned budgets, Canada-wide
• Lead team to achieve additional value through add on services, migration, additional Sage products/services
• Actively review and action on compliance, internal approvals for final decisioning, directly related to the customer or business.
• Provide effective collaboration and coordination with internal teams focused on colleague development

Vancouver, Canada Area

• Lead full team to deliver an exceptional client experience that ensures client needs are met
• Coach team to proactively provide quality advice, problem resolution and prevention
• Coach team and partners to maximize client contacts
• Actively manage capacity of Advisor team leveraging Advisor skills and capabilities
• Regularly monitor and seek out business opportunities for the service and sales team
• Role model and coach teamwork and collaboration to meet our clients' needs

British Columbia, Canada

• Provide professional and tailored advice around day to day banking, advance credit and complex investments
• Instinctive sales orientation with strong client focus and personal ethics
• A track record of success in a high-performance culture and sales with exceeding percentage outcomes
• Provide coverage during leader absences to support sales and service staff
• Support a high level of focus on goals and productivity in branch
• Assure branch is operating within guidelines and providing necessary overrides

Surrey, British Columbia, Canada

• Assist sales team, performed cold calls to large potential clients
• Completed case studies on existing client accounts
• Generated leads of large companies for sales team
• Assist business development team with company profiling

Surrey, British Columbia, Canada

• Opportunity spotting with client focused goals and benefits
• Provided exceptional client experience, meeting LTR set goals
• Exceptional performance with referrals and client solutions
• Managed all Branch cash duties as Control Custodian

• Achieve monthly sales targets consistently
• Develop strong customer relationships
• Work in a quick and fast growing team-based environment
• Conduct telephone calls to check up on customers’ service regularly

BCIT Practicum

• Assist sales team, performed cold calls to large potential clients
• Completed case studies on existing client accounts
• Generated leads of large companies for sales team
• Assist business development team with company profiling

Bcrestaurant

• Helped create awareness of new business idea
• Evaluated market potential
• Provided industry suppliers with marketing information and tactics
• Closed sales by finalizing agreements