Votha Sim Email & Phone Number

Orange County, California, United States

Orange County, California, United States

Greater Los Angeles Area

Expanded existing relationships to maximize on customer retention, increase productivity, and create primary banking relationships. Reach out to surrounding businesses and professionals to increase overall household growth in both retail and business clients. Maintain consistent communication and follow ups with clients to deepen relationship and develop trust. Mentored team members in product knowledge and effective marketing activities. Provided leadership through joint meetings/calls, which included analysis and constructive feedback of the activity. Scheduled weekly 1-1 to review individuals' performance, and provided tasks to improve skills that required more attention. Hour of Power member: Organize and facilitate bi-weekly California state calls aimed at providing continued education as it pertains to product knowledge, bank operations, and market strategy sales implementation. Change Agent: Managed 4 banking centers on scheduled technological changes occurring in 2019-2020. Scheduled pre-planning meetings to educate peers on new changes and expectation during the transition. Managed team to deliver on well balance performance, resulting in top banking center rankings for both 2016 and 2017. Exceeded banking center expectation in both consumer and business lending in 2018.

Greater Los Angeles Area

Developed routine and procedures within the banking center to make sure operational task are completed. Reviewed new account relationship verifying proper documentation was obtained. Consistently monitored any updates to banking center policies, procedures, and marketing materials. Passed audit for 2015 and 2016. Delivered on well balanced sales performance, resulting in top ranking in 2015.

Greater Los Angeles Area

Responsible for driving sales results in new relationships for both deposit and loan acquisition. Fostered rapport with banking center portfolio clients by providing valuable solutions, in turn, depeening the relationship further. Strengthen brand through consistent marketing activities, while at the same time, providing support in the banking center operations. Top performer in 2014.

Greater Los Angeles Area

Developed rapport with customer during teller transactions, utilizing effective questioning to provide the best solutions. Supported management in operations and day to day banking center activities