ANDY THUAN
Monroe,NC
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate, trust planning and personal banking.
Overview
7
7
years of professional experience
Work History
Personal banker
Wells Fargo
Charlotte, NC
08.2021 - Current
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services
- Perform financial needs assessments to uncover the client’s needs and recommend products and services that would benefit them
- Promote financial products by maintaining excellent service offering knowledge.
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Network to increase client base and encourage existing clients to expand financial portfolios.
- Establish new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expand client base by promoting new financial products.
Senior Wealth Management Banking Coordinator
Wells Fargo The Private Bank
Charlotte, NC
02.2020 - 08.2021
- Established new accounts for high net worth private bank clients and serviced existing accounts
- Supported private bankers, leaders and wealth partners with ongoing relationship cultivation, effective communication, and accurate reporting
- Gathered and organized materials to support operations.
- Received and responded to customer requests via letters, emails, telephone calls and in-person interactions.
- Managed office activities by maintaining communication between clients, tracking records and filing all documents.
- Developed revisions for systems and procedures by evaluating operational practices and identifying improvement opportunities.
- Worked collaboratively and independently to meet tight deadlines, and flexibility in handling moving goals, targets, and multiple priorities
- Ensured compliance with financial guidelines, private bank policies, and relevant legal regulations personal banker, wells fargo
Personal Banker
Wells Fargo
Charlotte, NC
07.2017 - 02.2020
Customer Sales & Service Representative
Wells Fargo
Charlotte, NC
07.2016 - 07.2017
- Assisted customers with account questions and orders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Resolved concerns with products or services to help with retention and drive sales.
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
- Maintained customer accounts and relationships.
Teller
Wells Fargo
Charlotte, NC
09.2015 - 07.2016
Education
Central Piedmont Community College
Charlotte, NCHigh School Diploma -
East Mecklenburg High School
Charlotte, NC06.2012
Skills
- Financial Planning & Strategy
- Client Acquisition & Retention
- Financial Product Knowledge
- Partnering & Relationships
- Portfolio Assessment
- Wealth Management
Timeline
Personal banker
Wells Fargo
08.2021 - Current
Senior Wealth Management Banking Coordinator
Wells Fargo The Private Bank
02.2020 - 08.2021
Personal Banker
Wells Fargo
07.2017 - 02.2020
Customer Sales & Service Representative
Wells Fargo
07.2016 - 07.2017
Teller
Wells Fargo
09.2015 - 07.2016
Central Piedmont Community College
High School Diploma -
East Mecklenburg High School
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