William Phong Email & Phone Number

Jersey City, New Jersey, United States

• Designed and maintain Excel spreadsheets to track the bakery’s financials along with income and expenditure projections
• Record, track, and create payment plans for all vendors
• Process and manage payroll for all employees of the company across four stores/locations on weekly basis
• Report office progress to management and store manager and work with them to improve business operations and procedures

New York, New York, United States

• Identified, built, and deepened relationships to gain incremental wallet share of private clients’ financial portfolio through superior customer experience
• Conducted fact-finding meetings to anticipate the complex financial needs of the client and offer solutions through a wide range of products, services, and tools
• Maintained strong partnerships with various subject matter experts within the bank to capture all cross-sell and sales opportunities
• Provided regular value-added engagements with clients—high-touch, face-to-face meetings with clients, and consistent communication
• Proactively sourced, acquired, and expanded high-value client relationship by maximizing sales and service opportunities