Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yuqing Wu

Los Angeles

Summary

Effective at building positive relationships with clients, helping them meet their banking needs and achieving sales goals . Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

3
3
years of professional experience

Work History

Relationship Banker

East West Bank
11.2022 - Current


  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice

Associate Banker

East West Bank
02.2022 - 11.2022

• Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements

• Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals

City Manager

FANTUAN CA INC
02.2021 - 02.2022
  • Identified business development challenges and customer concerns for proactive resolution.
  • Utilized market trends, mission priorities and customer goals to envision, shape and close new opportunities.
  • Trained and guided team members to maintain high productivity and performance metrics.

Operation Manager

FANTUAN CA INC
11.2020 - 02.2021
  • Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
  • Implemented business strategies, increasing profit and effectively targeting new markets.

Business Developers

FANTUAN CA INC
07.2020 - 11.2020


  • Good interpersonal and communication skills
  • Experience as a sales executive or relevant role

Education

Bachelor of Arts - Business Administration And Management

University of California - San Diego
La Jolla, CA
06.2020

Skills

  • Passed SIE & S6
  • Holding L&H insurance License
  • Prospecting and Networking
  • Financial planning
  • Retail / Commercial Banking Policy & Procedures
  • Marketing & Customer Service
  • Mandarin & English Speaking
  • Business operation /Internal control

Timeline

Relationship Banker

East West Bank
11.2022 - Current

Associate Banker

East West Bank
02.2022 - 11.2022

City Manager

FANTUAN CA INC
02.2021 - 02.2022

Operation Manager

FANTUAN CA INC
11.2020 - 02.2021

Business Developers

FANTUAN CA INC
07.2020 - 11.2020

Bachelor of Arts - Business Administration And Management

University of California - San Diego
Yuqing Wu