Kiet Le, AAP

Experience

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  Boston Private Bank & Trust Company

  Jun 2011 - May 2013

  Operational Specialist

  With Boston Private Bank, I presided over the daily workflow and operations of credit card department. I provided phone, email, and in-branch client support for wires and internet banking applications, as well as researched and solved external member questions, problems, and complaints in a proactive manner. A key achievement in this tenure includes:♦ Recognized for multitasking and rapid learning abilities following steep layoffs.

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  Washington Federal Savings Bank

  Jun 2013 - Jan 2016

  Project Coordinator

  With Washington Federal Bank, Work on ATM-department driven project lifecycles and online banking related projects. I also streamlined ATM processes by reducing duplicate steps and partnered with the IT department to ensure on-time, high-quality scheduled maintenance. Perform testing and quality control of projects. Finally, I prepared monthly status reports for review by senior leadership. A few key achievements in this tenure include:♦ Coordinated bank-wide ATM upgrade and trained 100+ branches on ATM balancing.♦ Partnered with vendor to upgrade mobile app design and layout.♦ Partnered with loan department to provide E-statements to clients. Show less

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  Puget Sound Bank

  Jun 2016 - Dec 2018

  Cash Management Specialist

  With Puget Sound Bank, I processed incoming and outgoing wire transfers and onboarded new clients by opening new accounts. I performed maintenance on ACH, RDC, and Bill Pay systems and utilized my working knowledge of federal and state laws surrounding bank operations.

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  Ameriprise Financial Services, LLC

  Dec 2018 - Feb 2022

  Client Services Manager

  With Ameriprise Financial, I was hired to oversee operational processes to manage foundational functions and support business objectives. I provide operational support by assisting advisors with preparing financial plans, conducting investment research, and completing trades and transactions, as well as utilize reporting functions to streamline existing functions and improve client experience. A few key achievements in this tenure include:♦ Coordinated a large-scale office transition.♦ Troubleshot a variety of IT issues, including assisting with phones, routers, printers, scanners, and projectors. Show less

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  Coastal Community Bank

  Oct 2021 - May 2022

  Deposit Operations Manager

  Responsible for the coordination and direction of daily processing activities in the Deposit Operation Department. Provide general support for all processes and service supported within the department, with a specialized emphasis on leading the team in the processing of Account Servicing, Item Processing, Compliance, Legal Processing, and New Account Review.Key Duties:• Maintain a thorough understanding and proficiency in all daily operational tasks in each functional area of the Deposit Operation Department in order to provide escalation support to departmental employees.• Provide back support for each area of the department• Monitor the reconciliation of Loomis Vault for Internal Cash Vault• Monitor Item Processing, Legal Processing, Exception Processing, Account Reconciliation and provide guidance to employee(s) responsible• Liaison between departments to ensure optimum communication.• Assist the branch with teller and cash recycler balancing issues.• Assist branch with account maintenance, holds, dormant, overdraft, and any other questions that arise. Show less

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  Plains State Bank

  Sept 2022 - now

  Deposit Operation Manager