Danielle Wilder
Cincinnati,OH
Summary
- Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
- Experienced professional with strong leadership and relationship-building skills attained through working with trust officers, portfolio managers, and external departments.
- Self-motivated professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments. Consistently positive and friendly committed to reaching business goals.
Overview
19
19
years of professional experience
Work History
Internal Audit Associate
Fifth Third Bank
Cincinnati, OH
02.2022 - Current
- Conducted financial and operational audits to ensure compliance with internal policies and procedures.
- Developed audit strategies, plans, programs, and objectives in accordance with organizational goals.
- Identified areas of risk or non-compliance within the organization.
- Assessed internal controls over company operations and identified control weaknesses.
- Provided recommendations for improvement of existing processes or implementation of new controls.
- Performed research on industry standards related to internal auditing practices.
- Prepared detailed audit reports summarizing findings and providing suggested solutions for process improvements.
- Monitored employee activities to ensure compliance with governmental regulations.
Private Bank Account Specialist II - IM&T
Fifth Third Bancorp
Cincinnati, OH
06.2015 - 02.2022
- Delivered an exceptional level of service to each affiliate by listening to concerns and answering questions
- Serve as the single point of contact for all of the private bank cost basis
- Played a key role in implementing an automated system that reduces service level times for cost basis
- Work with trust tax to ensure accurate cost basis on sold assets
- Private Bank Trust Account Maintenance, opening, funding, transfer of assets, and closing accounts
- Attentive to ensure accuracy of trades placed, including securities, mutual funds, and cost basis
- Work with Charles Schwab to track mutual fund deliveries
- Led meetings with department leaders in a collaborative effort to increase employee engagement
- Manage and delegate the CBRS asset delivering system
- Identify inefficiencies and make recommendations for process improvements
Personal Banker
Fifth Third Bancorp
Cincinnati, OH
10.2013 - 06.2015
- Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify short and long term financial needs
- Increased teller efficiency by developing and implementing improved service methods
- Processed invoices and checks and maintained daily cash logs and deposits
- Provided clients with information on bank accounts, institutional policies, financial products and related services
- Devised targeted solutions for various customers, including deposit, lending and investment services
- Provided clients with budget management and financial guidance
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Created strategic financial solutions to suit individualized client needs
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Universal Sales Rep
Verizon Wireless
Cincinnati, Oh
05.2005 - 10.2013
- Consistently meet and exceed monthly sales quota
- Drive both individual and team sales performance results by proactively implementing sales techniques and sharing with the team
- Perform account analysis and propose effective solutions to benefit the customer as well as company
- Analyze and maintain business and customer accounts
- Provided the highest level of customer satisfaction
- Ensured audit standards and compliance through cash management, merchandising, and inventory Summary of Qualifications
- Played a lead role in the growing number of small business clients by 30% in 3 months
- Provided monthly department reports and updates to senior management
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ07.2018
Associate of Applied Science - Visual Communication
Sinclair Community College
Dayton, OH06.2002
Skills
- MS Office proficient
- Compliance Reporting
- Administrative Oversight
- Critical Thinking and Analysis
- Account coding and cost basis specialist
- Process Development and Improvement
- Business And Compliance Analysis
- Data Analysis
- Project Analysis
- Excellent communication skills
Timeline
Internal Audit Associate
Fifth Third Bank
02.2022 - Current
Private Bank Account Specialist II - IM&T
Fifth Third Bancorp
06.2015 - 02.2022
Personal Banker
Fifth Third Bancorp
10.2013 - 06.2015
Universal Sales Rep
Verizon Wireless
05.2005 - 10.2013
Bachelor of Science - Business Management
University of Phoenix
Associate of Applied Science - Visual Communication
Sinclair Community College
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