Christi Bachman
Irving,TX
Summary
Results-driven professional in processing, recognized for strong analytical and organizational skills that enhance team collaboration and adaptability. Proven ability to manage data effectively, streamline documentation processes, and optimize workflows to achieve consistent results. Reliable and flexible contributor, adept at meeting evolving demands while upholding high standards of quality. Committed to fostering team success through a diligent work ethic, exceptional attention to detail, and a solid foundation of ethical principles, with a passion for continuous growth in the banking sector.
Overview
30
30
years of professional experience
Work History
Call Center Small Business Banker
Wells Fargo Bank, N.A.
Irving, TX
02.2026 - Current
- Streamlined application processing for small business accounts, ensuring swift handling while maintaining stringent fraud prevention measures.
- Facilitated friendly and professional interactions to enhance customer experience.
- Executed comprehensive processes for establishing business checking and savings accounts for small business owners, aimed at reducing onboarding times via effective digital solutions.
- Executed data management and documentation processes within SVP, SBAF, and CIV banking systems to support operational integrity and client service.
- Demonstrated commitment to professionalism, reinforcing positive perceptions of company brand.
Senior Operations Processor
Wells Fargo Bank, N.A.
Houston, TX
04.2020 - 01.2026
- Executed processing and validation of new business account application documentation to uphold accuracy and compliance standards.
- Leveraged technical expertise to address and resolve escalated issues effectively.
- Assisted staff managers and colleagues by offering detailed explanations and interpretations of organizational policies and procedures.
- Executed directives from leadership while applying independent judgment to enhance understanding of functional policies, procedures, and compliance requirements.
- Oversaw the review process for new business account applications by leveraging SharePoint, Store Vision platform, SBAF, and CIV. Coordinated with teams to enhance application review efficiency through strategic tool implementation. Drove improvements in account application workflows by utilizing multiple platforms effectively.
- Facilitated compliance with regulatory standards by conducting training sessions for new hires. Supported team development through regular training on system updates and regulatory changes. Strengthened skills of senior processors to enhance departmental performance.
- Maintained a track record of exceeding performance metrics and evaluation targets consistently during tenure as Senior Operations Processor.
- Utilized Wells Fargo NBBC virtual library resources to enhance efficiency in account review completion.
Personal Banker
Wells Fargo Bank, N.A.
Houston, TX
03.2004 - 04.2020
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Conducted exhaustive needs assessments to pair clients with optimal banking products, thereby enhancing customer satisfaction. Establish rapport with new clients to increase satisfaction and loyalty.Effectively managed customer portfolios and though profiling analysis cross-sold other bank products/services to enhance their holdings.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Managed deposits, loan products, withdrawals and wire transfers loans and credit products to process smooth banking transactions for clients.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Fostered a positive work environment by actively participating in team meetings and sharing ideas for process improvements.
- Trained new personal bankers, elevating team performance and service quality.
Courtesy Booth Manager
Fiesta Mart, Inc.
Houston, TX
08.1996 - 02.2004
- Implemented quality management strategies to effectively reduce instances of overdue compliance activities.
- Executed location openings and closings, monitoring shift changes to support effective operational strategies.
- Assessed supplier risks and collaborated with regulatory bodies to uphold compliance and safety protocols.
- Executed meticulous financial oversight to guarantee precision in managing weekly revenue surpassing $1.0 million.
- Executed strategies to boost revenues and directed activities at one of the company's busiest courtesy booths.
- Guided staff through comprehensive training on product knowledge and customer service strategies to elevate customer satisfaction levels.
- Developed promotional strategies to enhance booth visibility and drive sales growth.
Education
Bachelor of Arts - Education
Normal Official Torreon
Torreon, Coahuila, Mexico05-1992
Continuing Education in Accounting - Accounting And Finance
North Harris Community College
Houston, TX06-1999
Skills
- Team mentoring
- Proficient time management
- Creative thinking
- Strategic relationship building
- Strong attention to detail
- Team-oriented collaboration
- Problem-solving skills
- Reliable work ethic
- Deadline management
- Customer Service-oriented
Languages
Spanish
Special Training
- High Potential Employee Training
- Fiesta Mart, Inc. 2001
- A yearlong training seminar that involved over 100 hours of classroom education focused on advanced management skills, employee relations, accounting, and team building skills.
Timeline
Call Center Small Business Banker
Wells Fargo Bank, N.A.
02.2026 - Current
Senior Operations Processor
Wells Fargo Bank, N.A.
04.2020 - 01.2026
Personal Banker
Wells Fargo Bank, N.A.
03.2004 - 04.2020
Courtesy Booth Manager
Fiesta Mart, Inc.
08.1996 - 02.2004
Continuing Education in Accounting - Accounting And Finance
North Harris Community College
Bachelor of Arts - Education
Normal Official Torreon