San Jose State University

Graduated, 2014

B.A. Degree in General Administration/ Management

De Anza Community College

Graduated, 2011

A.A Degree in General Business

Validus Vietnam – Relationship Manager, SMEs Lending

Ho Chi Minh, Vietnam

November, 2022- May, 2023

•  Identify, prospect and close business opportunities with client prospects within the established, predefined anchor partners
• Support onboarding new customers, cross-selling of different products
• Build and maintain customers relationship
• KYC customers as Validus guidelines and requirements 
• Deep understanding of the customer’s demands and providing proper feedback on time and accurate
• Upsell existing products, cross-selling new products, maintain relationships with existing customer
• Ensure best in class customer experience as well as complaint handling for all partners and customers under assigned portfolios
• Coordinate with other internal departments to deliver the good products and services to the customers
• Evaluate, review & report on selected customers in conjunction with the Risk team to provide timely recovery actions

UOB – Relationship Manager, Business Banking

Ho Chi Minh, Vietnam

November, 2021- October, 2022 

• Responsible to manage the strategic client relationships which will include managing an existing portfolio of business and new business.
• Generate, retain & expand lending and deposit relationship with new and existing clients through client referrals.
• Manage overall relationship profitability & portfolio risk and is responsible for profitable growth of the portfolio assigned (includes loans, deposits, & fee income). Act as a consultant to clients and a resource to the Bank in developing & retaining business.
• Maintaining existing borrowing accounts
• Provide prudent financial and investment solutions to meet the needs of UOB’s SME customers
• Establish and maintain long term and profitable banking relationships with both existing and prospective clients
• Ensure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements
• Communicate and collaborate with consistency and transparency with business banking teams and internal partners.
• Participate in community & professional activities in order to enhance the bank's image and expand personal network of business contacts for development of new business.
• Monitor accounts to identify potential credit problems and assure proper loan documentation.

FWD – Senior Officer, Business Development, NBM

Ho Chi Minh, Vietnam

June, 2021- October, 2021 

• Acquire new partners (banking, fin-tech, health-tech) to join FWD via Digital Chanel
• Acquire new registration & Increase conversion rate of each partners
• Building and maintaining good working relationships with partnerships.
• Identifying opportunities and strategies to increase sales.
• Monitoring the performance of the partnerships from different channels.
• Define the product segmentation and roadmap and activities for online channels based on customer requirement
• Work with partners to define promotion campaigns.

Citibank – Citigold Relationship Manager

Ho Chi Minh, Viet Nam

Sep, 2016 – May, 2021 

• Helps the customer understand which product or investment would best suit their needs, offering alternatives as appropriate.
• Leading foreign customers to our investments’ opportunities with our internal partnership of Citibank Singapore
• Engages the support of specialists to provide technical advice to customers when necessary.
• Meets agreed monthly targets.
• Proactively analyze and seek to establish and understand customers’ real needs and expectations.
• Monitors customers’ accounts and portfolios providing regular market updates and advice through regular calls and meetings.
• Updates all systems accurately and in a timely manner.
• Follows up with back office on customers’ applications etc.
• Responds to all client and internal emails in a timely manner.
• Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact. 
• Maintains a basic understanding and technical knowledge of relevant products and services.
• Volunteer to mentor new hired staffs about Citi’s acknowledge, products, procedures, sale skills, and customer services.
• Volunteer to Business’s activities and events.

Misfit – Associate of Fulfillment

Burlingame, California 

Nov, 2014 – Aug,2015

• Communicates with managers on any production issues arising. 
• Ensures the efficient and accuracy receipt and fulfillment of production orders to meet with the required performance standards.
• Ensures proper use of all packing supplies and materials.
• Ensures all orders are accurate and inducted in a timely manner.
• Stages next order to maintain production levels at standard.
• Follows all written departmental procedures and identity any changes that may be necessary, reporting these findings to supervisors. 
• Assists to monitor production supplies and reports with Team Lead to order additional supplies as needed.
• Monitors team members to achieve monthly KPI

Tea Society- Cashier

San Jose, California 

Jun, 2014 – Oct, 2014

• Handles credit card payments and ensure customer satisfaction.
• Reports cash balance and credit card settlement daily.
• Being in charge of inventory management and restaurant supplies.

Bay Area Vietnamese Professional (BAVP)

San Jose, California 

Mar,2012- Mar, 2014

• Assists the coordinator to set up the event
•  Accounts the budget to generate the event

Vietnamese Students Association (VSA)

San Jose, California

Volunteer

December, 2011 

• Provides directions for volunteers and participants in breast cancer fundraising walk

Heart Center

San Jose, California

Volunteer

May 2010 

• Collects and categorized donated clothes
• Packs food and vegetables in individual portions for people in need
• Distributes food and infant formula to families in need