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 bank initiatives. Coaches Personal Bankers on uncovering financial needs and promotes teamwork with partners and other corporate departments to build a successful sales environment. Creates, trains and coaches a successful sales team through the development of staff as a competitive advantage. Develops and administers budgets, business development goals and objectives, staffing models, schedules and performance standards. ▪ 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 Specialized Bankers to create a successful sales culture. Support resolution teams by being the first and main point of contact for diffusing customer situations and escalations. Effectively use Microsoft Office software for communication, reporting, and creating customer correspondence. ▪ 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, and 8 indirect team members. Worked with Market Support Consultant in supporting surrounding branches to follow regulatory compliance and aid in coaching other management to drive team performance.▪ 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 ▪ Buddy Banker support in coaching Wachovia management and team members during conversion