MICHAEL HU
EL MONTE,CA
Summary
Dedicated banking professional with over five years of experience in client services, relationship management, and regulatory compliance. Demonstrated success in supporting financial advisors to enhance client satisfaction and drive business growth. Core competencies include strategic communication and compliance adherence, with a focus on contributing expertise to a dynamic wealth management team.
Overview
5
5
years of professional experience
1
1
Certification
Work History
PERSONAL BANKER
Citibank N.A
ARCADIA, CA
01.2020 - Current
- Delivered exceptional client service by educating clients on banking products and services, aligning with their financial goals.
- Ensured compliance with bank policies and procedures to mitigate risk and protect client interests.
- Identified opportunities to deepen client relationships by promoting relevant banking solutions.
- Assisted in managing client onboarding processes, ensuring a seamless experience for new clients.
- Serve as a key liaison between clients and internal partners, supporting Financial Advisors (FAs) and Relationship Managers (RMs) with day-to-day client management.
- Identify and refer sales opportunities for bank services, collaborating with business partners to drive client growth.
- Collaborate with the Know Your Client (KYC) team to verify documentation and ensure adherence to AML, OFAC, and BSA requirements.
Education
Bachelor of Arts - International Business
University of California, San Diego
La Jolla, CA06-2018
Skills
- CRM Systems: Salesforce
- Microsoft Office Suite: Word, Excel, PowerPoint
- Digital Platforms: Online banking systems, mobile banking apps
Affiliations
- Photography
- Sports: Basketball and Golf
Certification
- Notary
- Securities Industry Essentials (SIE) Exam – In Progress
- Series 7 and 66 Licenses – To be obtained upon employment
Languages
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Timeline
PERSONAL BANKER
Citibank N.A
01.2020 - Current
Bachelor of Arts - International Business
University of California, San Diego
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