Roy Luu
Westminster
Summary
Dynamic professional with extensive experience in banking and a strong focus on customer service and team collaboration. Skilled in mentoring colleagues and developing comprehensive financial strategies to meet clients' evolving needs and goals.
Overview
4
4
Languages
1
1
Certification
14
14
years of professional experience
Work History
Senior Premier Banker
Wells Fargo Bank, N.A.
Fountain Valley, CA
01.2022 - Current
- Proactively acquire new affluent consumer and business clients while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments.
- Lead discovery-driven conservations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
- Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs.
- Partner with a team of professional across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
- Serve as an active member of advising and mentoring colleagues and new premier bankers on relationship development and the management of complex client needs.
- Demonstrate risk excellence through accurate documentation, sound judgement, timely issue escalation, and adherence to policies and regulations to support strong control outcomes.
Senior Business Banking Specialist
Wells Fargo Bank, N.A.
Fountain Valley
02.2015 - 01.2022
- Managed and grow a portfolio of complex business clients by owning the full client journey from onboarding to deepening relationship and acquiring new clients while delivering a branded, client-centric experience that drives growth and position the bank as a trusted partner.
- Develop strong understanding of each client's goals, and financial needs by analyzing their operations and priorities; provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures.
- Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools.
- Actively prospect and network to build strong relationships with both internal and external partners to drive high quality referrals and grow the small business customer base.
Personal Banker
Wells Fargo Bank, N.A.
Fountain Valley, CA
10.2012 - 02.2015
- Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
- Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
- Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals.
- Support everyday banking needs, including new account openings, service request, and credit applications.
- Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards.
Education
Accounting and Finance
Calstate Fullerton
Fullerton, CASkills
- Relationship management
- Customer service
- Team collaboration
- Relationship building
- Analytical thinking
- Customer relationship management
- Cross-selling expertise
Certification
Life Insurance
FINRA Series 6 License
FINRA Series 7 License
FINRA SIE License
Languages
English
Native or Bilingual
Vietnamese
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Limited Working
Timeline
Senior Premier Banker
Wells Fargo Bank, N.A.
01.2022 - Current
Senior Business Banking Specialist
Wells Fargo Bank, N.A.
02.2015 - 01.2022
Personal Banker
Wells Fargo Bank, N.A.
10.2012 - 02.2015
Accounting and Finance
Calstate Fullerton