Phan Le

Phan Le Email and Phone Number

Operational Specialist @ David Yurman
Houston, TX, US
Phan Le's Location
Houston, Texas, United States, United States
Phan Le's Contact Details

Phan Le work email

Phan Le personal email

n/a
About Phan Le

Achieve professional growth with a company that will utilize my MANAGEMENT, CUSTOMER SERVICE, and ADMINISTRATION skills

Phan Le's Current Company Details
David Yurman

David Yurman

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Operational Specialist
Houston, TX, US
Website:
davidyurman.com
Employees:
1794
Phan Le Work Experience Details
  • David Yurman
    Operational Specialist
    David Yurman
    Houston, Tx, Us
  • Z-Co
    Office Coordinator/Book-Keeper
    Z-Co Jan 2024 - Present
    Houston, Texas, Us
  • Excess Telecom
    Field Agent
    Excess Telecom Feb 2024 - May 2024
    Los Angeles, California, Us
    - Assist low-income families through the application process.- Verify applicants’ identity and proof of eligibility of benefits.- Activate qualified customers device- Process applications that qualify for the free internet service. Each application takes approximately (10) minutes to qualify for approval. The compensation structure is weekly with the opportunity to earn bonuses.- Research marketing locations: outdoor marketing, store front setups, events, churches, food banks, section 8 housing, apartments, etc.CHECK TO SEE IF YOU QUALIFY BY CALLING ME @ (773) 470-6879
  • David Yurman
    Operations Specialist/Sales Support
    David Yurman Aug 2022 - Jan 2024
    New York, Ny , Us
    - Assist the store manager with stock control and delivery procedures in the store and ensure the proper procedures are taking place to reduce shrink level below target- Responsible for communicating any deficiencies in supplies and materials- Assist with daily inventory counts and the reconciliation- Provide exceptional customer service by ensuring that the customer takes priority at all times- Maintain consistent visual merchandising and housekeeping standards reflecting current visual guidelines and priorities at all times- Assist with the entry of repairs into KWI and the updates to the repair book and special-order log- Complete all Company paperwork accurately, in line with company procedures
  • Fedex Office
    Assistant Store Manager
    Fedex Office Mar 2020 - Mar 2022
    Plano, Tx, Us
    - Performs all other administrative duties as needed or requested including without limitation scheduling, payroll management, training compliance, daily close-out of POS, bidding, ordering and receiving supplies and inventory controls- Maintains communication with the Store Lead Consultant and/or production team to ensure deadlines are met and quality checks are being performed- Coaches, counsels and provides feedback to team members on their performance and to ensure adherence to company policies and standards- Provides training and development of team members on assigned shifts by monitoring goals and providing feedbackIf necessary, resolves customer disputes and complaints to ensure timely resolution and customer satisfaction- Demonstrates consultative behaviors to ensure friendly, polite, expert service is delivered to all customers
  • Fedex Office
    Center Manager Ii
    Fedex Office Feb 2019 - Mar 2020
    Plano, Tx, Us
    - Understand and model FedEx Office values to customers and team members- Coach and teach your team and ensure they have the tools and information needed to support company goals and perform their jobs- Regularly work with supervisor to take guidance and direction and create solutions for your business, complex customers, host partnerships and commercial sales in the execution of work for our key customers- Ensure an exceptional store experience that engages and retains customers and team members and supports the FedEx brand experience- Use FedEx Office tools and resources to select, train, develop, retain and performance manage your direct reports- Interact with your supervisor to seek guidance, coaching and direction and escalate issues and questions as needed for the successful running of your business- Understand and execute all operational and store sales activities to ensure the store exceeds financial and customer experience targets- Accomplish regular daily job duties including accounts receiveables, inventory reports, daily sales recaps and bank deposits- Take active ownership of all store controls including but not limited to Standard Operating Procedures, financials, safety, security, scheduling and compliance with state and federal laws and system management- Utilize Quality Improvement tools in order to improve the business, share ideas and continue to innovateBe flexible with your schedule - your work hours will be based on business needs and store operating hours
  • Fedex Office
    Assistant Store Manager
    Fedex Office Jun 2018 - Feb 2019
    Plano, Tx, Us
    - Performs all other administrative duties as needed or requested including without limitation scheduling, payroll management, training compliance, daily close-out of POS, bidding, ordering and receiving supplies and inventory controls- Maintains communication with the Store Lead Consultant and/or production team to ensure deadlines are met and quality checks are being performed- Coaches, counsels and provides feedback to team members on their performance and to ensure adherence to company policies and standards- Provides training and development of team members on assigned shifts by monitoring goals and providing feedbackIf necessary, resolves customer disputes and complaints to ensure timely resolution and customer satisfaction- Demonstrates consultative behaviors to ensure friendly, polite, expert service is delivered to all customers
  • Randstad Inhouse Services
    Team Lead
    Randstad Inhouse Services Jul 2017 - Jan 2018
    Saint-Denis, Île-De-France, Fr
    - Supervise the work of customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed.- Perform tasks to assure project and program service level requirements and goals are met.- Develop work schedules and assign duties to direct report personnel to ensure efficiency.- Evaluate employees' job performance and recommend appropriate personnel action.
  • Farmers Insurance
    Agency Producer - Commercial Insurance Specialist
    Farmers Insurance Nov 2016 - May 2017
    Woodland Hills, Ca, Us
    - Customize insurance programs to suit individual customers, often covering a variety of risks.- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.- Sell various types of insurance policies to businesses and individuals on behalf of Farmers Insurance Group, including automobile, fire, life, and property.
  • T Capital Management Llc
    Operations Manager/Financial Advisor
    T Capital Management Llc Feb 2016 - Nov 2016
    Lake Forest, Illinois, Us
    - Provide sound financial advice to individuals.- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.- Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.- Explain financial assistance available to college students.- Review accounts to determine if life changes necessitate new financial strategies.- Determine the net worth of an individual or corporation.- Handle customer complaints and resolve problems.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company May 2015 - Feb 2016
    New York, New York, Us
    - Customize insurance programs to suit individual customers, often covering a variety of risks. - Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. - Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. - Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and to discuss any existing coverage. - Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. - Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Bankfinancial
    Client Representative Supervisor (Acting Manager)
    Bankfinancial Jun 2013 - May 2015
    Burr Ridge, Il, Us
    - Mentor and coach staff to ensure that customer service is at optimal levels and that the branch goals are met- Provides exceptional customer service. Meets and strives to exceed the standards established and outlined by management. Achieves established Mystery Shops scores.- Interact with various departments to resolve tasks.- Perform as a Teller, and/or Client Representative 1 when necessary.
  • Bankfinancial
    Teller Manager
    Bankfinancial Sep 2009 - Jun 2013
    Burr Ridge, Il, Us
    - Completes all branch audits in appropriate time frames; monthly, quarterly, biannually, and annually.- Oversees daily staffing (including breaks and lunches), to minimize customer wait times and enhance service levels.- Approve transactions while ensuring that Banks policies and security procedures are being followed.- Complete all necessary compliance reports.- Balance ATM and have a thorough understanding of how the terminal functions.- Evaluates the needs of potential customers and offer appropriate financial products and services. Performs the opening, maintenance and closing of accounts.
  • Bankfinancial
    Teller Supervisor
    Bankfinancial Jan 2008 - Sep 2009
    Burr Ridge, Il, Us
    - Assist tellers with balancing of daily work and error resolutions.- Maintain cash reserve drawers.- Balance branch daily and resolve out of balance situations promptly.- Efficiently and professionally respond to all customer inquiries, send necessary task, research transactions and resolve problems in order to address customer concerns in a timely manner.- Orders daily supply of currency/coin, and verified incoming/outgoing currency/coin.
  • Bankfinancial
    Teller
    Bankfinancial Nov 2006 - Jan 2008
    Burr Ridge, Il, Us
    - Accurately enters customers’ transaction into computer to record transactions, and issues computer generated receipts.- Responsible for accurately balancing currency/coin, checks and other transaction to figures displayed on computer.- Meet and exceed referral goals as assigned.

Phan Le Skills

401k Rollovers Account Management Life Insurance Term Life Insurance Retirement Planning Small Business Succession Planning Wealth Preservation Planning Retirement Income Strategies Estate Planning Income Protection Charitable Giving Sales Customer Service Banking Finance Financial Services Strategic Planning Microsoft Office Team Building Leadership

Phan Le Education Details

  • Northeastern Illinois University
    Northeastern Illinois University
    And Related Support Services
  • Amundsen High School
    Amundsen High School
    General Education

Frequently Asked Questions about Phan Le

What company does Phan Le work for?

Phan Le works for David Yurman

What is Phan Le's role at the current company?

Phan Le's current role is Operational Specialist.

What is Phan Le's email address?

Phan Le's email address is ph****@****dex.com

What schools did Phan Le attend?

Phan Le attended Northeastern Illinois University, Amundsen High School.

What skills is Phan Le known for?

Phan Le has skills like 401k Rollovers, Account Management, Life Insurance, Term Life Insurance, Retirement Planning, Small Business, Succession Planning, Wealth Preservation Planning, Retirement Income Strategies, Estate Planning, Income Protection, Charitable Giving.

Who are Phan Le's colleagues?

Phan Le's colleagues are Stephanie Cardullo, Jonathan Pichardo, Priyanka Javeri Desai, Angelica Isaac, Kayla Carvalho, Caroline Safran, Meagan Allen.

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