Willie Fan Email & Phone Number

Lynnwood, WA

Redwood City, CA

• Responsible for all branch sales, service, and compliance functions with over 50% in high value clientele and over $10 million in deposits. Drives team performance by coaching and developing team members with specific.
• Drove store Customer Service performance from 70% to 120% to goal
• Increased store Sales performance from 68% to 100% to goal

San Francisco, CA

• Managed specific job functions within the Wells Fargo headquarters office. Responsible for team and personal sales and service goals. Supported and actively coached 8 Personal Bankers, 3 Private Bankers, and 2.
• Achieved over 140% in personal sales goals and over 80% in customer satisfaction.
• Leadership Circle, 2013
• Star Team Member, Q4 2012

Foster City, CA

• Effectively managed all aspects of customer service, staff management, cash utilization, loss prevention, and risk management within the branch. Created, coached, and maintained a balanced service team of 10 direct.
• Consistently reached customer service goals and achieved over 130% in sales referral goals.
• Received Assistant Vice President title for proactive support in the Peninsula Market.
• Promoted 3 Service Managers and 2 Lead Tellers.
• Circle of Stars award, 2009.
• Star Team Champion, Q2 2012