Bryan Ngo
Eau Claire,WI
Summary
Detail-oriented Client Relationship Consultant I with expertise in retail banking, client management, and fraud prevention. Experienced in providing account services, credit solutions, and digital banking education. NMLS registered and skilled in delivering financial orientations and presentations to diverse audiences. Fluent in English and Chinese, with strong cross-cultural communication and relationship-building capabilities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant I
U.S. Bank
Eau Claire, USA
2024.04 - Current
- Assist customers with checking, savings, credit accounts, lending inquiries, loan support, and account servicing while ensuring compliance with banking regulations
- Assisted clients with credit card applications, consumer loan inquiries, and financial product recommendations, ensuring alignment with financial goals
- NMLS registered and experienced in assisting with lending-related processes, mortgage referrals, and consumer financial consultations
- Cross-sold banking products and services, including loans and credit cards, enhancing client engagement and supporting branch growth initiatives
- Identify suspicious account activity, support fraud prevention procedures, and educate clients on account security, fraud awareness, and digital banking protection
- Resolve complex customer concerns involving fraud claims, account maintenance, transaction disputes, and servicing escalations through collaboration with internal departments
- Maintain operational accuracy, compliance standards, and high customer satisfaction in a fast-paced branch environment
- Deliver presentations and financial education sessions to adult and student customers regarding digital banking tools, mobile banking, online banking, and fraud prevention
Education
Bachelor’s Degree - Biology, Pre-Health Science
University of Wisconsin–Eau Claire
Eau Claire, WI2026-05
Skills
- Retail Banking Operations
- Client Relationship Management
- Consumer Lending Support
- NMLS Registered
- Credit Services & Applications
- Fraud Prevention & Account Security
- Cross-Selling & Product Referrals
- Account Opening & Maintenance
- Loan Support & Mortgage Referrals
- Digital Banking Solutions
- International Client Support
- Financial Education & Presentations
- Compliance & Risk Management
- Customer Service Excellence
- Problem Resolution & Escalation Handling
- Microsoft Office Suite
- Banking Systems & CRM Platforms
Certification
- Notary Public
Timeline
Client Relationship Consultant I
U.S. Bank
2024.04 - Current
Bachelor’s Degree - Biology, Pre-Health Science
University of Wisconsin–Eau Claire