Miguel Yun Wu

https://www.linkedin.com/pub/miguel-wu/101/395/367
www.miguelwu.weebly.com
8244 South Birch Water Lane
West Jordan, Utah 84081

(305) 763-0935
miguelwu001@gmail.com

SUMMARY
Four years of quality customer service, account management, and sales experience. Exceeded customer
service and sales goals by 90% every quarter; qualified as a top 10% banker in the nation. Maintained a
book of business for three years in which relationships have been built with high income/high net worth
clients. Offer excellent communication skills and can fluently speak English and Spanish.

SKILLS
Interpersonal/Telephone
Relationship Management
Team Building

Business Development
Inside Sales
Field Sales

Problem Solving
Rapport Building
Technical

EDUCATION

AAS, Business Transfer, LDS Business College, Salt Lake City, Utah, Anticipated 2016
Business Administration, Utah Valley University, Orem, Utah, 2012-2013
Business Administration, Miami Dade College, Miami, Florida, 2006-2008

EXPERIENCE
Investment Solutions Representative, Fidelity Investment, SLC, Utah, Feb 2016-Current

Manage customer accounts by reviewing their investment portfolios.

Establish relationships by creating opportunities to diversify investment portfolios.
Provide service in educating clients with all the online tools available and at their disposal.

Senior Banker, US Bank, Midvale, Utah, April 2015-January 2016

Evaluated account profiles to qualify them for lending solutions.

Contacted business clients to provide cash flow solutions and deepen relationships.
Built lead lists to create a pipeline for potential consumer and business clients.

Personal Banker, Chase Bank, Lindon, Utah, June 2013-February 2015

Tailored accounts and provided solutions to clients in the Utah County area.

Created sales opportunities from account management and service calls.

Established a relationship with clients to build rapport and retain their business.

Submitted at least 20 credit card, auto loan, and home equity applications monthly.
Provided a strong ability to transition teller transactions into a sales opportunity.
Maintained personal cash till with exactness daily.

Assistant Manager, Spring Mobile, Spanish Fork, Utah, March 2011-January 2013

Offered plans and cellular services tailored to the needs of the customer.

Prepared weekly and monthly goals for 5 sales representatives to maximize sales.

Coached sales representatives to reach personal goals and offer the best customer service.