Julia Yali Zhu
NORWELL,MA
Summary
To enter into a position consistent with my work experience; of which, I can demonstrate my ability to be an extremely effective asset to the organization.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Banker
Santander Bank Us
Boston, MA
08.2016 - 05.2018
- prospected customized financial solutions for diverse clients, enhancing customer satisfaction and retention.
- Managed client portfolios, in accordance with banking regulations and internal policies.
- Analyzed financial data to identify lending opportunities, building pipelines, cold calling with driving business growth and profitability.
- Collaborated with teammembers to improve work efficiency.
Business Banking Specialist
Wells Fargo Bank
01.2013 - 07.2016
- Mainly focus on business solutions, loan units, loan volume, as well as the new deposit and ability to develop strong customer relationships in order to ensure high levels of client satisfaction and to achieve goals.
- Cold calling with commercial loan officer and partners on prospector leads to enlarge the traffic and to exceed the expecting target.
- Help business owners finance their equipment or looking for commercial lending opportunity and other complex credit product.
- Visiting local business owners with most recent marketing flyers and gifts.
- Retain and expand relationships with our COI ie. CPAs, attorneys and realtors.
Personal Banker
Wells Fargo Bank
01.2012 - 01.2013
- Greet customer and ascertain customer’s needs and interests.
- Select the right merchandise for customer, describe a product’s feature and appeal and provide professional advice when customer request assistance.
- Demonstrate ability to interact and cooperate with all company employees.
Education
BBA - Accounting
Boise State University
Boise, Idaho01-2010
Skills
- Fluent in Chinese (Mandarin) language
- Detail, Goal, and Results oriented
- Well organized with the desire and capability of learning quickly
- Strong communication, interpersonal, analytical, and conflict resolution skills
- Strive to work, educate and cooperate with business owners and enterprisors to achieve their financial needs
Certification
Legal Interpreter Training Program Certificate: Chinese/English
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Business Banker
Santander Bank Us
08.2016 - 05.2018
Business Banking Specialist
Wells Fargo Bank
01.2013 - 07.2016
Personal Banker
Wells Fargo Bank
01.2012 - 01.2013
BBA - Accounting
Boise State University