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.
• 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.

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

• 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

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.

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.