Vince Lee Email & Phone Number

New York, New York, Us

>Lead cross-functional teams to develop and execute marketing strategy for Mortgage, Lending, Virtual Banker, and Small Business marketing campaigns>Partner with technology/IT teams to create new products and campaign types & set up first pre-selected campaign using credit bureau data >Manage $2MM annual marketing budget, reached 107% of marketing goal, with YOY growth of 16%>Selected for multiple special assignments including regulatory projects, employee development and training, associate mentoring, and organizational change >Effectively managed transition from quarterly to monthly campaigns, doubling campaign load, and campaign types>Led complex testing in digital marketing communications resulting in increase in top of funnel marketing engagement and over 100% increase in customer conversion>Won Chicago Association of Direct Marketing (CADM) 2021 First place award for "Best Art Direction" and "Best Financial Service Sector" for Client Upgrade Marketing Communications

New York, New York, Us

Partnered interally and externally with Gallup, JD Power, Convergys etc. to provide detailed quantitative and qualitative analysis and strategic recommendations>Proactively developed comprehensive Social Media and Digital channel monitoring strategy for Client Experience team>Championed and led Client Experience and Shared Services team internal communication strategy online through microsites and Collaborate>Overhauled client experience intranet website based on internal usage statistics and employee feedback

New York, New York, Us

>Executed over six end to end national marketing campaigns over the course of 8 months including National Sweepstakes, Home and Personal lending direct marketing, Small Business Month, and new client onboarding campaigns and programs>Effectively led multiple cross-functional teams of over eleven functions, twenty employees at senior levels, to meet unusually demanding project and campaign deadlines>Increased incremental revenue through direct marketing, traffic builders, and sales initiatives across the retail bank to help meet Shared Services overall revenue plan>Created capacity plan for Marketing Campaign Management to assess employee workload and productivity, which is now used on an ongoing basis to determine quarterly plans>Provided strategic direction of marketing campaigns based on consumer insights, qualitative and quantitative market research, and experience in direct banking sales

New York, New York, Us

>Conducted market research in the fragrance and flavor industry>Established research network of chemists, perfumists, R&D scientists, journalists, and other functions to culminate database of primary research>Created and analyzed consumer surveys and industry expert surveys to gauge developing trends within the industry>Research article published

New York, New York, Us

> Provided actionable recommendations to senior leadership based on analysis of marketing distribution and channels, and primary quantitative and qualitative data gathered as part of a project to increase assets under management in the affluent segment> Proactively partnered with multiple cross-functional teams to achieve project objectives in training/development, sales, system lead generation, marketing, and organizational culture

Redmond, Washington, Us

>Analyzed Microsoft innovation implementation and idea generation>Designed & conducted surveys and interviews of Microsoft employees from senior leadership to individual contributors to assess effectiveness of innovation>Recommended innovation implementation framework and intranet tool based on statistical and qualitative analysis of survey and interview data>Achieved commitment from Microsoft leadership to implement recommendations and received positive feedback from all management levels

St. Louis, Missouri, Us

>Achieved top service scores of “7” on a seven point scale by customer survey over 5 years>Ranked in top 3 banker positions in Central Orange County and Irvine markets for sales in lending, accounts booked, deposit growth, and investment revenue>Built client book of business to over 500 consistent high net worth consumer and business customers providing 15% of branch’s overall revenue over one year>Developed local marketing strategies to increase sales in accounts booked by 25% by partnering with regional marketing team

San Francisco, California, Us

>Led financial center to top rank in sales within 2 months by providing legacy team training during World Savings/Wachovia and Wachovia/Wells Fargo conversion process >Increased team sales through sales coaching, leadership example, and proactive team competitions resulting in financial center being consistently in the #1 position in region>Built employee development program with Learning and Development team to train new hires and speak to employees regarding Wells Fargo’s “Vision and Values”>Gained position as lead presenter for “Wells at Work,” delivering monthly workshops for clients’ employees and sales representatives on topics ranging from investing and retirement, to credit, and daily money management

San Francisco, California, Us

>Achieved highest sales of new bankers in a diverse range of financial products and services to customers while maintaining customer satisfaction at 95%

New York, New York, Us

>Initiated planning in investment and insurance for families and businesses resulting in 2 high value clients per month>Managed $5 million in client book of business after 1 year as a self-managed agent

Mba, Marketing

B.A., Asian American Studies

High School Diploma

Education record