Alexander Yu: Sr. Personal Banker in Irvine, CA
Alexander Yu
Sr. Personal Banker
Irvine | United States
Skills
No information
Interests
Traveling
Community service
Wine/beer tasting
Industries
Bike
Lifestyle
Outdoor
Work experience
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.