Business Relationship Manager, Inland Valley Southern California & Nevada Region – Wells Fargo & Company
Julie Lai, a 16-year company veteran, is Vice President and Senior Business Relationship Manager in the Southern California and Nevada Region – Inland Valley at Wells Fargo, which includes the San Gabriel Valley, San Bernardino and Riverside Counties.
Appointed to her position in October 2010, she effectively acquires, manages and grows profitable account relationships with complex new business and actively managed portfolio. She also ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers, by fully understanding the customers’ financial needs for the purpose of formulating an effective variety of financial products and services, in order to help customers, succeed financially.
Commercial Banking specializes in providing financial needs for businesses in the $5 Million to $2 Billion revenue segment; specializing in real estate, working capital and other business lending; as well as treasury and cash management services, and other related financial services.
Lai is active in the local community and participates in Wells Fargo’s Community Support Campaign which raises funds to benefit local nonprofit organizations every year.
Lai earned a bachelor’s degree in Business Administration from University of California, Riverside. She has also attended the commercial college of credit.
She currently resides in Alhambra, Calif. with her husband and son.
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