Tuan Vu
Clovis,CA
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Wells Fargo and Co.
Clovis
06.2024 - Current
- Assisted customers in opening checking and savings accounts and facilitating wire transfers and direct deposits.
- Conducted financial needs assessments to recommend tailored banking products.
- Built long-term relationships with customers by delivering personalized service.
- Collaborated with mortgage, investment, and business banking teams to ensure comprehensive service.
- Oversaw client book management with quarterly check-ins for relationship enhancement.
Personal Banker
PNC Bank
Campbell
08.2023 - 06.2024
- Assisted and advised customers on using online and mobile banking systems.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
Relationship Banker
JP Morgan Chase & Co.
Cupertino
06.2022 - 12.2022
- Successfully passed licensing SIE and Series 6.
Relationship Banker
Bank Of America
03.2020 - 05.2022
- Establish, retain, and deepen relationships with customers to achieve sales goals and provide quality customer service lead and prepare activities of sales and product knowledge, recommending products and services to best fit the customer's needs.
Client Service Representative
Bank Of America
03.2019 - 02.2020
- Performed as a team member in cross-selling bank products to customers at each interaction regarding accounts, credit cards, and loans.
- Oversaw ATM balances, refilled cash, and ensured the system was in working order. Ensured the cash drawer was balanced.
Education
Associate of Arts -
San Francisco State University
01-2012
Associate's Degree - undefined
De Anza College
01-2010
High School Degree -
Fremont High School
Sunnyvale06.2007
Skills
- Strong Problem-Solving Skills
- Excellent Telephone Skills
- Operational Risk Management
- Obtained Series 63/6 License
- Obtained Life Insurance License
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Financial planning
- Financial advising
LANGUAGES
Fluent in Vietnamese & English
Timeline
Relationship Banker
Wells Fargo and Co.
06.2024 - Current
Personal Banker
PNC Bank
08.2023 - 06.2024
Relationship Banker
JP Morgan Chase & Co.
06.2022 - 12.2022
Relationship Banker
Bank Of America
03.2020 - 05.2022
Client Service Representative
Bank Of America
03.2019 - 02.2020
Associate's Degree - undefined
De Anza College
Associate of Arts -
San Francisco State University
High School Degree -
Fremont High School