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Alexander Yu: Sr. Personal Banker in Irvine, CA

Alexander Yu

Sr. Personal Banker
Irvine | United States
Skills

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Interests
Traveling
Community service
Wine/beer tasting
Industries
Bike
Lifestyle
Outdoor
HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary

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Activity
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Work experience
Image Wells Fargo Bank

Wells Fargo Bank

Sr. Personal Banker | 06/2008 - Current

• Ranked amongst the top 15% of bankers in Orange County. • Penetrated new markets and assessed client needs to establish and build new banking relationships. • Responsible for compliance and officer duties including approvals, security measures, and client issues. • Managed client portfolios in excess of $10 million annually. • Specially selected to train, provide operational support and be an expert resource to branch employees during the Wachovia acquisition. • Analyzed and reviewed customer information to protect the bank from loss; Was given maximum approval authority of $150,000 in credits/debits, and $250,000 wire transfers.
Education history
Image University of California, Irvine

University of California, Irvine

BA | 1998 - 2003

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1501 Lincoln Blvd.#1014 Venice, CA. 90291