Marie Nguyen
Aurora
Summary
Detail-oriented banking professional with a proven track record of achieving and surpassing revenue and business development goals. Possessing decisive analytical skills, excels in critical planning and implementation strategies. Adaptable to any environment, highly skilled and experienced professional with over 25 years of banking experience. Well-versed in banking regulations, proficient in technology and tuned-in to industry trends and pricing. Highly developed presentation skills, excels in team building and coaching. Multi-versed executive with extensive knowledge in sales, operations, and personnel management. Known for ability to seamlessly transition into diverse positions and make immediate positive contributions.
Overview
17
17
years of professional experience
Work History
VP, Treasury Management Officer
TBK Bank, SSB
07.2019 - Current
- Cultivated strong relationships with customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Managing a $100MM portfolio, generating six-figure fee income with a clean tickler list to ensure banking partners meet their audit requirements.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Contributing to a cohesive team environment to support company's identified vision and values.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Continuous networking to cultivate new relationships to build COI portfolio.
VP, Treasury Management Sales Officer
Independent Bank
04.2015 - 05.2019
- Generated and managed a $50MM commercial client portfolio
- Supported the front-range market to promote treasury services by working closely with branch associates to develop new business and expanded existing relationships
- Exceeded goals set year over year and increased treasury services fee-income by producing impressive proposals as a result of a consultative approach to clients banking needs
- Developed and maintained strong relationships with community referral sources
- Analyzed and reviewed merchant statements to deliver a competitive pricing that is feasible to clients’ business
- High-principled relationship manager by representing a distinguished level of client service by being responsive and delivering resultant solutions to entrust clients banking portfolio
AVP, Treasury Management Relationship Manager
First Western Trust Bank
09.2008 - 04.2015
- Provide Private Banking services to high net worth individuals, extended families and their closely held businesses
- Primarily responsible for generating new treasury management opportunities and analyzing commercial clients’ cash flow to recommend short term investments
- Generated and manage a $20MM Treasury Management book of business
- I was also responsible for loan renewals, by restructuring or seeking payoff
- While being the top producing treasury management banker, I was recruited to cultivate a sales partnership with our10 offices to promote as well as support our treasury management products and services
- I managed all aspects of Merchant Services for First Western
Business Analyst Consultant
Global System Solutions
09.2007 - 03.2008
Education
Business Management
University of Colorado at Boulder/Denver
01.1996
Business Management
Huron University
01.1994
Skills
- Relationship building
- Decision-making
- Critical thinking
- Strategic planning
- Business development
- Results-driven
- Negotiation and persuasion
- Sales leadership
- Industry best practices
Hobbies and Interests
Volunteer, Kramerica Gives – KramericaGives.Org, Volunteer, Project C.U.R.E – ProjectCURE.Org
Languages
Vietnamese
Native or Bilingual
Timeline
VP, Treasury Management Officer
TBK Bank, SSB
07.2019 - Current
VP, Treasury Management Sales Officer
Independent Bank
04.2015 - 05.2019
AVP, Treasury Management Relationship Manager
First Western Trust Bank
09.2008 - 04.2015
Business Analyst Consultant
Global System Solutions
09.2007 - 03.2008
Business Management
Huron University
Business Management
University of Colorado at Boulder/Denver
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