Charssy Zhang
Ontario
Summary
Senior Premier Banker with 8+ years of experience in providing tailored financial solutions and managing high-net-worth client relationships. Expertise in wealth planning, lending, and investment strategies, resulting in significant business growth. Proven track record of exceeding performance targets in a dynamic, regulated environment. Dedicated to maintaining exceptional standards of integrity and client service.
Overview
8
8
years of professional experience
Work History
Senior Premier Banker
Wells Fargo
San Marino
09.2021 - Current
- Strategically acquire new affluent consumer and small business customers while enhancing existing relationships through targeted outreach and pre-planned appointments
- Identify client needs and goals for business, mortgage, retirement, and investment needs, then work closely with partners in business banking advisory services, mortgage, and wealth and investment management to best meet the previously identified needs and goals.
- Understand and manage risks in the business by adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations.
- Use approved tools within CRV to include the Book of Business, Opportunity Pipeline Report, Plan My Day, and MAA to manage relationships aligned with business strategy.
Relationship Banker
Wells Fargo
Arcadia
08.2019 - 08.2021
- Enhanced client relationships through personalized financial solutions and tailored advice.
- Collaborated with peers and partners to identify financial needs, providing comprehensive guidance and services.
Personal Banker
Wells Fargo
Rosemead
01.2017 - 07.2019
- Educated customers on diverse retail products and digital solutions to enhance experiences.
- Established strong relationships with new and existing clients to address financial needs effectively.
- Promoted branch loyalty through personalized service and attention to client satisfaction.
Education
Bachelor of Science - Finance
California State Polytechnic University, Pomona
Pomona, CA06-2014
Skills
- Mandarin speaking
- FINRA Series 6, 63, 7, 66
- Life insurance licensed
- notary certified
- relationship building and retention
- collaborate with peers and partners
Timeline
Senior Premier Banker
Wells Fargo
09.2021 - Current
Relationship Banker
Wells Fargo
08.2019 - 08.2021
Personal Banker
Wells Fargo
01.2017 - 07.2019
Bachelor of Science - Finance
California State Polytechnic University, Pomona
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