Joann Lam
San Mateo,CA
Summary
Experienced and dedicated banking professional with over a decade of experience in retail banking and customer relationship management. Proven track record of exceeding sales goals, delivering top-tier customer service, and earning internal recognition for performance excellence. Adept at identifying customer needs, providing tailored financial solutions, and building long-lasting client relationships.
Overview
17
17
years of professional experience
Work History
Personal Banker 2/Associate Banker
Wells Fargo
Millbrae, California
10.2017 - Current
- Delivered customized banking solutions to clients, focusing on financial health and growth
- Served as a trusted advisor, achieving top rankings in district referral performance
- Role renamed from Personal Banker 2 as part of company restructuring
- Continued providing comprehensive financial services and customer support
- Maintained high referral and customer satisfaction metrics
Personal Banker / Banker
Wells Fargo
San Francisco, California
04.2009 - 10.2017
- Promoted from Banker to Personal Banker based on performance
- Educated clients on product offerings and financial strategies
- Built strong customer relationships resulting in sustained client retention and cross-sell success
- Recognized opportunities for cross-selling additional banking products or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Banker
Wachovia Bank
San Francisco, California
03.2009 - 04.2009
- Promoted from Teller after consistently exceeding performance goals
- Provided customers with tailored financial solutions and opened new accounts
- Generated monthly reports detailing performance metrics for senior management review.
- Analyzed customer's financial information to determine the best banking products for them.
- Participated in community outreach events to promote awareness of the bank's services.
Teller
Wachovia Bank
San Francisco, California
10.2008 - 03.2009
- Delivered exceptional service in high-volume environment
- Recognized for accuracy, speed, and strong customer rapport
- Handled large volumes of currency quickly and accurately with minimal errors.
- Maintained accurate records of all transactions and customer interactions.
- Performed daily reconciliation of teller drawer within established limits.
Education
Some College (No Degree) - Child Development
City College of San Francisco
San Francisco, CASome College (No Degree) - Business
College of San Mateo
San Mateo, CASkills
- Customer Relationship Management
- Financial Needs Assessment
- Cross-Selling & Referrals
- Retail Banking Operations
- Goal Achievement & Sales Strategy
- Team Collaboration & Training
- Risk Mitigation & Compliance
- Problem solving
- Time management
- Team collaboration
Accomplishments
- Awarded Circle of Stars for outstanding goal achievement
- Ranked #2 in the district for banker referrals
Affiliations
- Youth Basketball Volunteer
Assist with organizing and supporting local youth basketball leagues, including coaching, event coordination, and mentoring players to promote teamwork, discipline, and sportsmanship. - Community Outreach Volunteer – Glide Memorial Church
Participate in preparing and serving meals to individuals experiencing homelessness, contributing to Glide’s mission of compassion, dignity, and support for underserved communities.
Languages
Chinese (Cantonese)
Native/ Bilingual
English
Native/ Bilingual
Chinese (Mandarin)
Professional
References
References available upon request.
Timeline
Personal Banker 2/Associate Banker
Wells Fargo
10.2017 - Current
Personal Banker / Banker
Wells Fargo
04.2009 - 10.2017
Banker
Wachovia Bank
03.2009 - 04.2009
Teller
Wachovia Bank
10.2008 - 03.2009
Some College (No Degree) - Child Development
City College of San Francisco
Some College (No Degree) - Business
College of San Mateo
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