CHANTE PERRY
Charlotte,NC
Summary
Organized, independent worker with strong time management skills. Detail-oriented and able to learn new tasks quickly and effectively. Knowledgeable in banking regulations, forex, risk, operations and has a track record of implementing the necessary steps to ensure team development and quality customer service. Maintain high levels of accuracy and efficiency, as well as achieving goals.
Overview
9
9
years of professional experience
Work History
CAPMKTS INST OPS SUPPORT ANL 2 (OFC)
WELLS FARGO
CHARLOTTE, NC
01.2019 - Current
- FULFILL AND AUTHORIZE FX DEALS
- WORK WITH INTERNAL AND EXTERNAL CLIENTS TO RESOLVE ANY DISCREPANCIES OR DISPUTES RELATED TO FX TRADE TRADES
- WORK IN CONJUNCITON WITH FX INVESTIONS, GLOBAL SANCTIONS, CREDIT, DERVITIVES SUPPORT, FONT OFFICE FOR TRADE SETTLEMENT, CONFIRMATION, AND TRADE REPAIRS
- DISPOSTIONING AND RESEARCHING ITEMS THAT FLOW INTO GSMOS SYSTEM
- ANALYZE AND PROCESS TRADES THAT ARE FED OVER FROM DERIVATIVES TEAM
- PROCESS MANUAL WIRES USING MULTIPLE SYSTEMS, FORMATING SWIFT MESSAGES, RESEARCH INCOMING FUNDS THROUGH MULTUPLE CHANNELS, NOSTRO INQUIRIES,
- MONTIOR SEVERAL QUEUES TO INSURE ALL TRADES ARE DELIVERED ON THEIR REPECTIVE VALUE DATE
- GENERATES VARIOUS REPORTS AT END OF DAY TO ENSURE ALL QUEUES ARE CLEARED FOR EOD SYSTEM BATCHING
- TRAIN AND COACH NEWLY HIRED ANAYLSTS
- CREATED VARIOUS LOGS, SCHEDULES, SPREDSHEETS AND INQUIRY RESOURCES
- I AM PROFICIENT IN MICROSOFT, HOGAN, STORE VISION,OPICS, MISYS, FXALL, BLOOMBERG, TGBR, PAYMENT TRACKER, SIDE, BSWIFT , OAQ, MTS, SIDE, WESTPAC, DEUTSCHE BANK, SUMITOMO, NATIONAL WESTMINSTER, INTELLIMATCH, AND PEGA
- EDUCATE EXTERNAL CLIENTS ON FX TRADE PLATFORMS TO ASSIST WITH RESOLVING TRADE DISCREPANCIES
- PREFORM ADDITONAL OFFICER DUTIES THAT INCLUDE AUTHORZING HIGH PRIORITY TRADES, SYSTEM VALIDATION, CROSS TRAINING OTHER TEAMS, AND REVIEWING EOD REPORTS
SECURITIES OPS SERVICE SPEC 4 (TEAM LEAD)
WELLS FARGO FARGO (CIB)
CHARLOTTE, NC
08.2016 - 01.2019
- PREFORM VARIETY OF OPERATIONAL TASKS FOR COMPLEX PROCESSES OF FUNCTIONS
- TAKE ACCOUNTABLE FX TRADE PROCESS FROM RECEIPT OF WORK, RESOLUTION AND CLOSURE
- MURRENT TASKS REQUIRE COORDINATION OF INFORMATION AMONG VARIOUS OPERATIONAL AREAS AND CUSTOMERS
- CONTACTING APPROPRIATE INTERNAL AND EXTERNAL CONTATS AS NEEDED;
- ACCURATELY ENTERING TRANSACTIONS INTO FOREIGN EXCHANGE SYSTEM
- RESOLVING COMPLEX CUSTOMER ISSUES USING MULTIPLE RESOURCES
- FORMATTING OUTGOING SWIFT MESSAGES
- WORKS UNDER GENERAL SUPERVISION FOLLOWING ESTABLISHED PROCEDURES
- UNDERSTAND RISK ASSOCIATED TO FOREIGN EXCHANGE AND WORK ACCORDING TO GUIDELINES AND PROCEDURES TO ELIMINATE THESE RISKS AND EXERCISE JUDGMENT WITHIN GUIDELINES
- EXPERT IN FOREIGN EXCHANGE, SETTLMENTS AND ACCOUNTING
- PROFICIENT IN MICROSOFT, HOGAN, STORE VISION,OPICS, MISYS, FXALL, BLOOMBERG, TGBR, PAYMENT TRACKER, SIDE, BSWIFT AND VARIOUS OTHER SYSTEMS
- DEMONSTRATE ABILITY TO EFFECTIVELY COMMUNICATE THROUGH ORAL AND WRITTEN COMMUNICATION SKILLS
- PROVIDE BACK-UP FOR OTHER DESKS AS WELL AS ASSISNTING WITH AUTHORIZING PAYMENTS IN SUPORVISORS ABSENCE
- CONFIRM FX TRADES BY EITHER PHONE EMAIL WITH CUSTOMERS.
WIRE TRANSFER INVESTIGATIONS-WIRE TRANSFER SPECIALIST
WELLS FARGO
CHARLOTTE, NC
06.2015 - 08.2016
- PROCESS INTERNATIONAL,DOMESTIC AND FX WIRES
- ENSURES COMPLIANCE, OFAC AND GLOBAL SANCTIONS CASES ARE COMPLETED ACCURATELY AND TIMELY
- PARTNERS WITH FRAUD AND LOBR TEAM MEMBERS TO ENSURE CUSTOMERS AND THE FIRM IS PROTECTED FROM FRAUDULENT ACTIVITY
- MAINTAINED CONFIDENTIALITY OF BANK RECORDS AND CLIENT INFORMATION.COMPLIED WITH REGULATORY REQUIREMENTS INCLUDING BANK SECRECY ACT, ANTI-MONEY LAUNDERING, OFAC, AND GLOBAL SANCTIONS
- COMMUNICATE WITH BUSINESS AND CONSUMER CLIENTS, CUSTOMER SERVICE OFFICERS, AND REPRESENTATIVES OF FINANCIAL INTUITIONS OUTSIDE OF WELLS FARGO TO RESOLVE WIRE ISSUES IN A TIMELY MANNER.
LEAD TELLER
WELLS FARGO
CHARLOTTE, NC
03.2014 - 06.2015
- Identified potential needs through observation, questioning and listening.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Introduced customers to other bank team members to help meet financial needs.
- Opened new customer accounts, including checking, savings and lines of credit.
- Trained employees on cash drawer operation
- Adhered to Wells Fargo security and audit procedures.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Achieved and surpassed quarterly sales goal.
- Maintained confidentiality of bank records and client information.
- Coached and trained tellers sales and customer service skills. Organized and reviewed bank reports.
- Use problem solving skills to resolve issues with customers, transactions and policies.
TELLER
WELLS FARGO
CHARLOTTE, NC
04.2013 - 03.2014
- OPENED NEW CUSTOMER ACCOUNTS, INCLUDING CHECKING, SAVINGS AND LINES OF
- CREDIT.PROCESSED SALES REFERRALS AND PROMOTED BANK SERVICES AND
- PRODUCTS.ESTABLISHED NEW CUSTOMER ACCOUNTS INCLUDING CHECKING, SAVINGS, LINES OF CREDIT AND LOANS
- EXAMINED CHECKS FOR IDENTIFICATION AND
- ENDORSEMENT.ENTERED MEMBER TRANSACTION DATA INTO ONLINE BANKING SOFTWARE
- PROFICIENT IN RFX TRANSACTIONS, ORDERING AND RECORD KEEPING
- MAINTAINED CONFIDENTIALITY OF BANK RECORDS AND CLIENT INFORMATION
- WORK WELL IN TEAM ENVIRONMENT AND AS WELL INDIVIDUALLY
- ABILITY TO FOLLOW DIRECTION ACCURATELY.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Maintained friendly and professional customer interactions.
Education
HIGH SCHOOL DIPLOMA WITH HONORS -
PROVIDENCE SENIOR HIGH
05.2011
Some Coursework - Accounting
University of Phoenix
Tempe, AZAssociate of Applied Business - FINANCE/ACCOUNTING
Central Piedmont Community College
Charlotte, NC03.2023
Skills
- Works well under pressure
- Exceptional interpersonal skills
- Expert in FX Operation/Trade Settlements
- Problem Solving & Troubleshooting Knowledge of SVP, HOGAN, OIB, Pega, MTS, Unix, and Intellimatch, Opics, Misys, FXALL, Bloomberg, TGBR, Payment Tracker, SIDE, BSWIFT, GSMOS, OAQ, Intl OPS Online, CAS,RCS, CMR, Bank Nostro (TD Canada, National Westminster, Deutsche Bank, Sumitomo and Westpac), Opics ,BANKERS ALMANAC, RSC, Intl OPS Online, SWIFT Alliance
- Some knowledge of Calypso, BUFFET and Sapphire
- 8 years of FX Operations Experience
- Regulatory Compliance
- Microsoft Office Suite, Word,Excel, Powerpoint, Works, and Outlook
- Communication & Interpersonal Skills
- Operations management
Timeline
CAPMKTS INST OPS SUPPORT ANL 2 (OFC)
WELLS FARGO
01.2019 - Current
SECURITIES OPS SERVICE SPEC 4 (TEAM LEAD)
WELLS FARGO FARGO (CIB)
08.2016 - 01.2019
WIRE TRANSFER INVESTIGATIONS-WIRE TRANSFER SPECIALIST
WELLS FARGO
06.2015 - 08.2016
LEAD TELLER
WELLS FARGO
03.2014 - 06.2015
TELLER
WELLS FARGO
04.2013 - 03.2014
HIGH SCHOOL DIPLOMA WITH HONORS -
PROVIDENCE SENIOR HIGH
Some Coursework - Accounting
University of Phoenix
Associate of Applied Business - FINANCE/ACCOUNTING
Central Piedmont Community College
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