AVP, Sr Private Wealth Management Specialist @ (April 2018 - May 2024)
Small Business Consultant @ (November 2016 - April 2018)
Relationship Manager @ (February 2013 - November 2016)
Insurance Agent @ (April 2012 - February 2013)
Personal Banker @ (June 2010 - March 2012)
Iris Lau Education
University of Farmers
New England College of Business
Bachelor's degree (Business Administration and Management, Finance)
Iris Lau Skills
Social Networking
Microsoft PowerPoint
Small Business Financial Management
Customer Satisfaction
Cold Calling
Direct Sales
Marketing Communications
Merchant Services
Selling
Credit Cards
Social Media Marketing
Social Media
Leadership
CRM
Sales
Small Business Lending
Sales Management
Marketing Strategy
Customer Retention
Banking
Business Development
Online Marketing
Credit Management
Lead Generation
Retail
Business Planning
Financial Planning
Portfolio Management
Team Building
Marketing
Microsoft Outlook
Recruiting
Microsoft Word
Salesforce
Online Advertising
Customer Service
Management
Microsoft Office
Account Management
Lines of Credit
Insurance
Iris Lau Summary
Iris Lau, based in Walnut Creek, CA, US, is currently a Vice President, Business Banking Relationship Manager at Bank of America. Iris Lau brings experience from previous roles at Merrill Lynch and Bank of America. Iris Lau holds a University of Farmers. With a robust skill set that includes Social Networking, Microsoft PowerPoint, Small Business Financial Management, Customer Satisfaction, Cold Calling and more. Iris Lau has 2 emails and 1 mobile phone numbers on RocketReach.
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