Summary
Overview
Work History
Education
Skills
Relevant Experience
Languages
Timeline
WINGNEI LUI

WINGNEI LUI

Temple City,CA

Summary

Enthusiastic candidate with extensive experience in small business banking at banks. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals.


Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

22
22
years of professional experience

Work History

Small Business Advisor

Bank of America
11.2019 - 04.2025
  • Works with clients on strategy, planning and problem solving
  • Developed business plans that identified long term company goals and also detailed smaller goals to keep organization on track.
  • Met with small business owners to discuss organizations, what each hoped to achieve and what products and services would be offered.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.

Consumer Relationship Manager

Bank of America
07.2015 - 10.2018

Built and maintained relationships with new and existing clients while providing high level of expertise.

  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Participated in staff meetings to discuss innovative strategies to improve services.

City Clerk Sr. / Language Operators

City of Los Angeles
10.2014 - 06.2015
  • Updated documents such as municipal codes and city charters.
  • Supported municipal elections by preparing and distributing ballots, training election officers and tabulating results.
  • Performed routine data entry or document management.
  • Issued public notification of official activities or meetings.

Sales Manager

Ameritel Wireless authorized dealer by T-mobile
04.2006 - 10.2014
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.

Office Assistant

SENTRY TECH SECURITY ALARM CO.
01.2003 - 04.2004


  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.

Education

ASSOCIATE DEGREE - B.S. Marketing Management

EAST LOS ANGELES COLLEGE, East Los Angeles, CA
12.2006

Academic Degree -

Buddhist Hung Sean Chau Memorial College
09.1997

Skills

  • Strong intercultural communication
  • Strong interpersonal communication
  • Presentation and facilitation expertise
  • Skilled in Microsoft Office tools
  • Efficient at acquiring new skills
  • Accuracy in tasks
  • Driven professional
  • Innovative thinking
  • Trustworthy team member
  • Enthusiastic team member
  • Consistent character and values

Relevant Experience

  • Good sales and negotiation skills
  • An interest in financial products and markets
  • Explain complex information clearly and simply
  • Coached improvement management skills
  • Resulted in multilateral staff achievement of work objectives
  • Successfully refined and implemented new projects
  • An honest and trustworthy manner
  • Plenty of drive, initiative and motivation

Languages

English
Full Professional
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Full Professional

Timeline

Small Business Advisor - Bank of America
11.2019 - 04.2025
Consumer Relationship Manager - Bank of America
07.2015 - 10.2018
City Clerk Sr. / Language Operators - City of Los Angeles
10.2014 - 06.2015
Sales Manager - Ameritel Wireless authorized dealer by T-mobile
04.2006 - 10.2014
Office Assistant - SENTRY TECH SECURITY ALARM CO.
01.2003 - 04.2004
EAST LOS ANGELES COLLEGE - ASSOCIATE DEGREE, B.S. Marketing Management
Buddhist Hung Sean Chau Memorial College - Academic Degree,
WINGNEI LUI