Donika Streater
Dallas,GA
Summary
Results-driven Business Relationship Specialist with over 10 years of experience in cultivating and nurturing long-term client relationships. Expertise in optimizing customer experiences throughout the lifecycle, from onboarding to compliance with regulatory laws, seamless integration and training processes. Exceptional account management skills that fosters regular communication to anticipate client needs and effectively address challenges with resolutions. A dedicated partner and leader with strong communication abilities, problem-solving skills, and a customer-centric mindset while managing a diverse portfolio of clients.
Overview
15
15
years of professional experience
Work History
Business Relationship Specialist, Middle Market Banking Group
Wells Fargo Bank, N.A.
Atlanta, GA
01.2015 - Current
- Direct management of high-value client accounts generating $20MM+ in revenue.
- Oversee compliance monitoring programs to ensure satisfactory audit ratings.
- Partner with management to resolve issues, address deficiencies, and meet Federal Reserve standards.
- Optimize client experience during onboarding process, due diligence, regulatory maintenance, and post-sales implementation.
- Enhanced customer engagement through alignment of solutions with long-term business strategies.
- Independently manage multiple projects and collaborate cross-functionally to deliver results.
Treasury Service Associate II, Corporate Business Banking
Wells Fargo Bank, N.A.
Charlotte, NC
01.2013 - 01.2015
- Acted as liaison between clients, operations, sales, and relationship managers to ensure quality service.
- Handled escalations efficiently, ensuring timely resolution.
- Facilitated comprehensive understanding of Treasury management through effective training.
- Offered specialized knowledge for team processes and project execution.
- Collaborated with cross-functional teams to determine underlying issues.
Online Customer Service Specialist, Consumer Accounts
Wells Fargo Bank, N.A.
Charlotte, NC
01.2011 - 01.2013
- Conducted account updates and maintenance to effectively solve complex customer problems.
- Achieved one-call resolutions consistently while upholding high customer service standards.
- Acknowledged for exceptional quality assurance and strong team leadership.
- Established internal collaborations to pinpoint and recommend advantageous banking products and services.
- Surpassed sales targets by implementing customer-centric strategies.
Education
Bachelor of Science - Business Administration
DeVry University
Skills
- Relationship and Account Management
- Compliance Expert as it relates to BSA/AML/OFAC Regulations
- Account Onboarding
- Excellent Verbal,Written & Interpersonal Communication
- Strong Analytical Skills to effectively diagnose issues, develop solutions and implement resolutions
- Project & Time Management
Timeline
Business Relationship Specialist, Middle Market Banking Group
Wells Fargo Bank, N.A.
01.2015 - Current
Treasury Service Associate II, Corporate Business Banking
Wells Fargo Bank, N.A.
01.2013 - 01.2015
Online Customer Service Specialist, Consumer Accounts
Wells Fargo Bank, N.A.
01.2011 - 01.2013
Bachelor of Science - Business Administration
DeVry University