Highly motivated and positive individual with great organizational and communication skills. Customer service master and efficient problem solver. Productive team player and expert at managing multiple tasks in busy environment.
Overview
18
18
years of professional experience
Work History
International Implementation Assistant
Wells Fargo Bank
Phoenix, AZ
01.2000 - 07.2012
Created the International Implementation Department
Created documentation
Setup service level agreements for internal and external customers
Established contacts in foreign countries
Implemented Treasury services for commercial customers
Trained new hires
Coordinated all services for "live date"
Built and maintained excellent customer relationships through timely response to inquiries
Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Domestic Treasury Implementation Assistant
Wells Fargo Bank
Phoenix, AZ
01.1998 - 01.2000
Setup domestic treasury products
Supported Sales Managers with special projects and additional job duties.
Prepared documentation for clients
Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.
Managed customer service inquiries
Advised customers of products and services and assisted bankers in delivering superior customer service.
Gathered due diligence information.
Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge.
Maintained friendly and professional customer interactions.
Wrote and distributed customer correspondence.
Administrative Assistant
Wells Fargo Bank
Tempe, AZ
01.1997 - 01.2000
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Supported Division Manager who had 711 employees
Responsible fo HR
Sorted and distributed office mail and recorded incoming shipments for corporate records.
Generated reports and typed letters in Word and prepared PowerPoint presentations.
Handled client correspondence and tracked records to foster office efficiency.
Maintained staff directory and company policy handbook for human resources department.
Coordinated travel arrangements by booking airfare, hotel and ground transportation.
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)