Christine Vu
San Francisco
Summary
Business Relationship Manager with 5+ years of experience managing a $160M client portfolio, driving $6.5M annual revenue growth in FY25. Account Strategist focused on building customer relationships and strengthening trust through a solutions-oriented approach to optimize client value, drive account expansion, and capitalize on revenue opportunities.
Overview
5
5
years of professional experience
Work History
Associate Business Relationship Management Consultant
Wells Fargo
03.2022 - Current
- Managed a $160M portfolio of 1,000+ clients and generated $6.5M in FY25 revenue growth by developing and implementing account strategies and client education programs around services and promotions.
- Defined and executed value-based, consultative sales strategies based on competitive analysis and research to secure new clients, increase customer spend, and customize their products and services to maximize profits.
- Advised clients on available promotions and financing term lengths to drive retention and account expansion.
- Established and strengthened customer relationships by meeting virtually and in-person with 20+ clients daily.
- Increased an enterprise client’s total financing sales volume by 176.5% in FY25 for a total of $4M+ by negotiating a custom pricing plan and conducting 2 sales training sessions on financing program benefits.
- Closed a 3-year $4.2M enterprise contract by negotiating pricing for services that increased client sales by 20%.
Bank Teller
Wells Fargo
03.2021 - 03.2022
- Improved customer satisfaction and retention by providing transaction support for 50+ customers daily.
- Secured 25 high-net-worth clientele over 6 months by building and expanding a referral network.
- Drove a 10% quarterly increase in new banking accounts opened by translating customer financial objectives, requirements, and preferences into banking recommendations and educating the clients on product benefits.
- Boosted customer digital banking usage by 10% by educating clients on specific features and associated benefits.
- Slashed cash discrepancy rate to 0.5% and mitigated fraud/theft risk by implementing cash drawer balancing policies, auditing check deposits/withdrawals, and validating identification for large transactions.
Education
Bachelor of Arts - Economics
University of Iowa
Skills
- Client Success: Account Strategy, Customer Advisory/Consulting, Value Realization, Sales, Strategic Account Development, Client Relationship Development, Contract Negotiation, Customer Experience & Advocacy, Client Support, Conflict Resolution, CRM Management, Competitive Intelligence, Data Analysis, Executive Reporting
- Leadership: Strategic Planning & Execution, Program Development, Project Management, Process Improvement, Change Management, Cross-functional Collaboration, Stakeholder Engagement, Interdepartmental Alignment, Budgeting & Resource Allocation, Executive Reporting
TOOLS
- Salesforce Financial Services Cloud, Goldmine, Power BI, Figma, O365, Google Workspace
Timeline
Associate Business Relationship Management Consultant
Wells Fargo
03.2022 - Current
Bank Teller
Wells Fargo
03.2021 - 03.2022
Bachelor of Arts - Economics
University of Iowa