CALVIN WU
Eastvale,CA
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 14-year track record of success in Banking.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
Citibank
Chino Hills, CA
08.2022 - Current
- Maximized client retention rates by consistently delivering superior customer service experiences across all touchpoints.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Reduced portfolio risk by conducting thorough due diligence on potential investments and closely monitoring performance indicators.
- Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.
VP, Jade Relationship Manger
HSBC Bank USA
Irvine, CA
07.2018 - 06.2022
- Generated new business over 1 million USD and referral clients in partnership with financial advisors , Mortgage Consultant and branch team.
- Worked with Private Banking team and Jade departments to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
AVP, Premier Relationship Manger
HSBC Bank USA
Rowland Heights, CA
09.2016 - 07.2018
- Built and maintained relationships over $100,000 USD with new and existing clients while providing high level of expertise.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Senior Small Business Relationship Manager
Bank of America
Chino Hills, CA
07.2015 - 04.2016
- Provide financial solutions to small business with annual revenue from $250k up to $5 million
- Primary point of contact within financial center for walk-in small business client and resident expert for Small Business products, services, and strategies
- Make outbound calls to targeted financial center customers and meet with small business clients at their place of business to deepen relationship.
Personal Banker
Bank of America
Hacienda Heights, CA
01.2014 - 07.2015
- Offer and sell financial products and services to consumers and small business clients
- Interact and deepening relationship with customers and discover customers' financial needs
- Simplifying customers' financial needs by partnership with mortgage loan officers and business bankers.
Personal Banker
East West Bank
Rowland Heights, CA
08.2007 - 06.2010
- Provided financial and credit services to customer, including consumer checking / savings accounts and mortgage loans
- Applied market and securities knowledge to sell financial products and services to businesses and individual clients.
Education
Bachelor of Science - Economic - Management Science, Accounting Coursework, Finance and Business Administration
University of California - San Diego
La Jolla, CA08.2013
Skills
- Relationship Building
- Risk Assessment
- Financials Analysis
- Operational Reporting
- Social Perceptiveness
- Financial Goal Planning
Accomplishments
- Top Performer 2021
- Leadership Club 2019
- Achieved 199% of goal and top 5% of market (Small Business Banker)
- Consistently exceeded 125% of goal each quarter (Small Business Banker)
- Recognized with the "Top Performer Award, and 4-star Business Banker, Annual 2014" (Small Business Banker)
- Received “Award of Excellence" as rank 1 credit card sales of year 2009. (Personal Banker)
Certification
Series 7 - General Securities Representative Qualification Examination
Series 66 - Uniform Combined State Law Examination
Life and Health
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Wealth Relationship Manager
Citibank
08.2022 - Current
VP, Jade Relationship Manger
HSBC Bank USA
07.2018 - 06.2022
AVP, Premier Relationship Manger
HSBC Bank USA
09.2016 - 07.2018
Senior Small Business Relationship Manager
Bank of America
07.2015 - 04.2016
Personal Banker
Bank of America
01.2014 - 07.2015
Personal Banker
East West Bank
08.2007 - 06.2010
Bachelor of Science - Economic - Management Science, Accounting Coursework, Finance and Business Administration
University of California - San Diego