Jan Wu
About Jan Wu
Jan Wu serves as the Vice President Senior Enterprise Account Manager at City National Bank in Beverly Hills, California, where he has worked since 2018. He holds a BS from the University of California, Riverside, and a Certificate from the University of California, Los Angeles, and possesses expertise in client issue resolution and cross-selling banking products.
Work at City National Bank
Jan Wu has been serving as the Vice President Senior Enterprise Account Manager at City National Bank since 2018. In this role, she is responsible for managing a substantial portfolio that includes $367 million in loans and $393 million in deposits. Her position involves resolving client issues and cross-selling banking products and services, which contributes to the bank's overall performance. Wu's work is based in Beverly Hills, California, where she has developed strong relationships with clients and stakeholders.
Education and Expertise
Jan Wu holds a Bachelor of Science degree from the University of California, Riverside, which she completed between 2002 and 2005. Additionally, she earned a Certificate from the University of California, Los Angeles, from 2010 to 2013. Wu's educational background, combined with her extensive experience in banking, has equipped her with the skills necessary to handle both commercial and personal loans effectively. She is proficient in resolving client issues and has a strong ability to cross-sell banking products.
Background
Jan Wu's career encompasses a diverse range of roles prior to her current position at City National Bank. She has worked as a food server, cashier, receptionist, marketing professional, bank teller, and account officer. This varied experience has provided her with a well-rounded understanding of customer service and banking operations. Wu graduated from San Gabriel Mission High School, where she obtained her High School Diploma between 1998 and 2002.
Achievements
In her role at City National Bank, Jan Wu manages a significant portfolio, demonstrating her capability in the banking sector. She has developed expertise in resolving client issues and cross-selling banking products and services, which are critical components of her job. Wu embraces challenges and takes proactive approaches to problem-solving, showcasing her commitment to her clients and the bank.
Technical Skills
Jan Wu is proficient in various software applications, including Microsoft Word, Excel, and Salesforce. Her ability to learn new technologies and software quickly enhances her effectiveness in her role. This technical proficiency supports her work in managing client accounts and optimizing banking operations.