Phi Phan Email & Phone Number

San Jose

• Oversees the operational and performance aspect of the San Jose Experience Center• Hired, trained and developed a high performing team that will sustain performance in 2018. using lead, coach and manage approach• Coach, develop and manage staff performance to meet or exceed all sales and service goals and objectives.• Directs and evaluates subordinates’ work, measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews.• Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout and embracing our mission, vision and core values. • San Jose Branch finished 3 out of 4 quarters in 2017 as being top 3 of the credit union paired with a Low-risk audit.• Engaged with local business partners to participate in community and business development events.• Member of extended leadership panel for the region.• Distribute all pertinent information to management and staff through preparing, conducting, and attending meetings.• Attends and participates in periodic management and committee meetings. • Coaches and supports the credit union’s vision and philosophy and actively participates in training sessions and special promotions.• Stays informed on credit union products, services, procedures, new developments, and knowledge of the competition and their products.• Interacts professionally with senior management, department managers, and other staff within the credit union.• Employee Volunteer Council Member in the Mountain View Corporate Area!• Maintains operation in the branch such as maintaining branch cash limits at optimum levels, overseeing vault/TCD/GL balancing, and ensuring completion of Daily Accounting Report.• Monitor daily branch balancing, general ledger accounts and branch reports/accounts for accuracy and audit conformity.

San Jose

• Oversees the operational aspect of the San Jose Branch Location.• Partner with the Branch Manager to turn around the San Jose Branch operationally as well as from a performance standpoint.• Hired, trained and developed a high performing team that will sustain performance in 2017• Partnered with Branch Manager to ensure engaged with local business partners to participate in community and business development events. • San Jose Branch finished Q4 2016 as the #3 branch in the credit union paired with a Low-risk audit. • Coach, develop and manage staff performance to meet or exceed all sales and service goals and objectives• Performs supervisory duties: directs and evaluates subordinates’ work, measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews. • Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive employee morale throughout and embracing our mission, vision and core values. • Maintains operation in the branch such as maintaining branch cash limits at optimum levels, overseeing vault/TCD/GL balancing, ensuring completion of Daily Accounting Report• Monitor daily branch balancing, general ledger accounts and branch reports/accounts for accuracy and audit conformity.• Distribute all pertinent information to management and staff through preparing, conducting, and attending meetings.• Attends and participates in periodic management and committee meetings. • Coaches and supports the credit union’s vision and philosophy and actively participates in training sessions and special promotions.• Stays informed on credit union products, services, procedures, new developments, and knowledge of the competition and their products.• Interacts professionally with senior management, department managers, and other staff within the credit union.

• Responsible for managing full-service banking relationships while delivering a superior service experience to affluent clientele• Manage the banking relationship and ensured the client receives the best products, services for his or her needs• Excel within demanding environment by demonstrating ability to make personal connections, engage and educate customers• Demonstrating a team based approach in conjunction with a JPM Investment Advisor, to delivering investment capabilities and identifying opportunities to bring new suitable money into the JPMorgan Investment Portfolio • Partner with specialists to ensure our customers get access to experts who can help them with specialized financial needs • Utilizing accounting and technical skills in partnership with specialists to ensure customers had access to experts who can help them with specialized financial needs• Understand how to interpret numbers, trends and data to make effective decisions responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach• Creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm• Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's financial relationship both over the phone as well as in personSelf motivated, assertive, performs well in a competitive sales environment • Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers • Using a value-added, relationship-oriented approach to acquire and deepening clients relationships • Demonstrating ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships

Engage, screen, schedule and interview qualified candidatesFacilitate interview process and hiring discussions with branch’s managerGenerate tracking reports and audit new hire reportsAudit and approved employees timesheet before sending to HR for processingProven organizational skills with attention to detail and the ability to prioritize and work well in an environment with competing demandsDevelop and maintain a system that alerts to upcoming deadlines on incoming requests or eventsEffectively communicate direction, commit people to action, and conveys complex information in easily understood format.Understand organizational policies and procedures necessary to ensure appropriate decision-making protocols are followedEnsure that various administrative tasks are done in an effective and efficient mannerHandle confidential information in a professional and discreet mannerExcellent verbal and written communication skill with the ability to communicate with all levels of senior executive and clientsChampion improvement, solve problem and makes decision as well as demonstrating leadership

Ensure all invoices are coded to correct GL & accountHigh volume of collection ad cash managementPrepare monthly income and expense reports, invoices and collected bills.Interact professionally, collaboratively but persistently with part vendor to ensure parts arrived accordinglyInitiate immediate actions in part out-of-stock situationMaintain and organize filing of all vendor invoicesAnswer customer inquiries in regard to wait time and pricingAssisting and directing customers with work orders and forwarding concerns to technician to establish resolutionsSupporting technicians and management team while providing excellent customer service.Took initiative to encourage customer compliance with periodical vehicle check ups for minor or major repair to ensure safety and durabilityInterface with senior management and executive to support projectGather month ending data for production, sales, forecast and inventory, performs trend analysis and updates monthly performance with business owner