Avery White

SENIOR RELATIONSHIP ASSOCIATE 3

• Awarded Commercial Banking Pinnacle Award, 2014
• Awarded National Black/African-American Diverse Leaders Program Award, 2016
• Awarded 3rd Quarter Pinnacle Service Award, 2018
• Senior Business Relationship Associate serving as a strategic contact providing high level of customer support to tier 1 government banking business portfolios including all New York City's related agencies, the Commonwealth of Massachusetts and their agencies, the State of Maine and the Counties on Long Island, New York.
• Serves as the customers' main point of contact for operational and product questions including proactively handling client account, product issues, monitoring account overdrafts and partnering with internal teams to resolve ad-hoc client inquiries.
• Handle complex customer issues as a point of escalation and resolution Assist with customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met.
• On a daily basis, consistently apply understanding of BSA/AML policy, standards and laws to risk-based decisions, immediately communicating potential financial crimes risks to leadership, and ensuring compliance with Wells Fargo's values and ethical principles
• Assist with ongoing audits and compliance reviews of accounts through various remediation efforts while maintaining Business Continuity Plan documentation.
• Knowledge and understanding of credit policy, compliance, monitoring and documentation requirements.
• Assist Senior Management with duties as assigned, including, coaching/mentoring junior Relationship Associates.
• Attended various networking and volunteer events, promoting company brand and building rapport with prospects and partners.
• Revierothe Government Banking Industry Council, 2018-2019

• Main point of contact with various NYC Governmental regulatory agencies for completion of bi-annual filings to maintain compliance
• Worked intimately with client inquiries and complaints through to resolution
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Demonstrated an advanced working knowledge of products, systems and their functionality as they relate to solving issues. Ability to independently determine and articulate root cause through problem solving .
• Worked in tandem and close internal partnership with the Relationship Managers, Treasury, Credit and Risk partners in all aspects of servicing the portfolio from the account opening, implementation, maintenance through to closure.

• Seasoned Administrative Assistant with over 15 years of comprehensive, in-depth experience across all facets administrative support.
• Provide support to the Government Banking Northeast Regional Market Executive and 2 Senior Vice Presidents covering the full spectrum of administrative duties and office management.
• High volume phones, inventory management, billing/invoicing, payroll and meeting/conference event coordination.
• Operated in self-directed environment with minimal input to solve problems and implement resolutions.