Gaylene Zilic
South Lake Tahoe,CA
Summary
Accomplished Operations Manager and Wealth Management Banking Coordinator with a proven track record at Wells Fargo and US Bank, adept at leading teams to exceed goals through exceptional organizational skills and a courteous demeanor. Expert in client relationship management and financial processing, demonstrating significant achievements in lending and efficiency improvements. Skilled in Microsoft Excel and active listening, embodying a results-driven approach.
Overview
20
20
years of professional experience
Work History
Wealth Management Banking Coordinator
Wells Fargo
07.2018 - Current
- Building report with clients
- Maintaining clients bank records
- Processing affluent clients transfers
- Sending extremely large wire transfers
- Assisting clients with overdrafts
- Supporting various Private Bankers daily
- Opening complex accounts for clients
- Keeping in compliance and watching risk factors
- Following all policies and procedures
Personal Banker 1
Wells Fargo Bank
12.2015 - 07.2018
- Opening new accounts
- Lending to customers
- Assisting the tellers
- Stage directing
- Notary Service
- Maintaining existing accounts
- Building relationships with customers
- Calling existing customers for follow-up
Operations Manager
US Bank
01.2005 - 06.2014
- Manage a team of 9 credit card analysts and motivate them to develop their skills to achieve their goals.
- Underwrote credit cards with a lending authority up to 50k.
- Wrote up manager reviews to lend up to 500k for credit cards.
- Maintain the daily log for all completed work by all analysts.
- Send weekly payroll to the payroll department.
- Participate in weekly calibration meetings with Sr underwriting team.
- Figure weekly productivity for analysts.
- Delegate job duties to underwriters daily.
- Assist our Elan account executives with any escalations.
- Work with large Elan financial institutions in the processing of their credit card applications and issues.
- Discuss monthly quality with my team of underwriters.
- Hiring of new candidates Coached and mentored my team daily.
- Assisted our Client Services team
Education
High School Diploma - Business/Accounting
Bagley High School
Bagley, MN1987
Skills
- Strong organizational skills
- Courteous demeanor
- Adaptive team player
- Energetic work attitude
- Active listening skills
- Very efficient
- Great self starter
- Excellent computer skills
- New Account opening
- Call Center Experience
- Customer service expert
- Lending authority to 50k
- Challenged team
- Mentor for team
- Microsoft Excel
- Lotus Notes
- 10 key experience
Accomplishments
Supervised a team of 9 credit analysts at US Bank for the credit card underwriting department.
2009 Pinnacle Award winner.
Timeline
Wealth Management Banking Coordinator
Wells Fargo
07.2018 - Current
Personal Banker 1
Wells Fargo Bank
12.2015 - 07.2018
Operations Manager
US Bank
01.2005 - 06.2014
High School Diploma - Business/Accounting
Bagley High School
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