Lan Wei
Diamond Bar
Summary
Organized and dependable candidate with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored solutions. Demonstrated expertise in cross-selling products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
12
12
years of professional experience
Work History
Compliance Analyst
AdelFi Credit Union
07.2021 - Current
- Collaborated with cross-functional teams for the successful implementation of compliance procedures.
- Monitored adherence to industry regulations, ensuring timely reporting of any discrepancies or violations.
- Assisted investigation and risk management teams with fraud investigations and risk identification.
- Implementing, and updating internal policies and procedures to meet regulatory requirements.
Treasury Management Associate
Wells Fargo Bank
03.2020 - 07.2021
- Act as a liaison for wholesale clients, resolving issues and ensuring the delivery of high-quality services related to treasury products.
- Partner with internal teams and relationship managers to address client needs and deliver solutions.
- Developed strong relationships with clients to ensure long-term growth and loyalty for the company.
Personal Banker
Wells Fargo Bank
02.2014 - 03.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Cross-sold bank products and services to meet customer needs and provide options.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Education
Bachelor of Arts - Sociology
Alliant International University
San Diego, CA05-2005
Skills
- Excellent organizational, multi-tasking, and prioritizing skills to work effectively in a dynamic environment
- Outstanding ability to build rapport with customers and maintain a positive and friendly demeanor
- Strong verbal and active listening skills to communicate effectively with customers and understand their needs
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Compliance Analyst
AdelFi Credit Union
07.2021 - Current
Treasury Management Associate
Wells Fargo Bank
03.2020 - 07.2021
Personal Banker
Wells Fargo Bank
02.2014 - 03.2020
Bachelor of Arts - Sociology
Alliant International University
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