Janeth Valdez
Tempe,AZ
Summary
Proactive Service Advisor skilled in managing diverse responsibilities and fostering positive customer relationships. Delivers effective issue resolution and supports business objectives through sound decision-making in high-pressure situations. Committed to exceeding expectations and tackling challenging tasks.
Overview
2
2
Languages
15
15
years of professional experience
Work History
Treasury Service Advisor
Bank of America
Phoenix, Arizona
08.2025 - Current
- Manage client and partner requests via email, phone, chat, and workflow system to ensure timely responses and enhance client satisfaction.
- Research and resolves complex issues raised by clients ensuring client satisfaction.
- Drive resolution of client issues with internal, technical and product partners, ensuring processes are integrated.
- Guide clients on digital tool options, fostering innovation and ensuring alignment with client needs.
- Performs Quality Assurance to ensure high risk processes are completed according to written procedures.
- Conducted legal documentation, research, and addressed client inquiries to provide accurate information and support.
Wealth Management Client Services Representative
Northern Trust
Tempe, AZ
05.2024 - 04.2025
- Assisted clients with inquiries regarding account management and services.
- Processed client transactions using Northern Trust systems efficiently.
- Collaborated with team members to ensure timely service delivery.
Business Execution Consultant
Wells Fargo
Chandler, AZ
04.2017 - 04.2023
- Conducted root cause analysis of customer complaints to identify process improvement opportunities for small business and consumer deposit products.
- Collaborated with development and implementation teams to construct remediation plans addressing identified operational issues.
- Utilizing Microsoft Excel and PowerPoint created visually appealing data to regularly update leaders and executive management with new findings and continued remediation efforts.
Senior Customer Resolution Specialist
Wells Fargo
Chandler, AZ
04.2017 - 04.2023
- Determined a course of action and conducted investigations to identify and resolve customer issues effectively.
- Determined course of action and conducted investigations to identify and resolve customer issues effectively.
- Interacted with internal and external customers through written correspondence or phone calls, ensuring resolution of their issues.
- Provided subject matter expertise and interpreted procedures for less experienced individuals, enhancing their understanding and performance.
Paralegal
Vrana Law Firm
Tempe, AZ
10.2015 - 04.2017
- Assisted clients with their personal injury cases from inception to settlement and provided them with case updates.
- Drafted legal documents, including demands and pleadings, to support case progression and ensure compliance.
- Screened potential new clients to assess case viability and align with the firm’s focus.
- Regularly spoke with doctors, law enforcement, and other external partners for legal research.
Operations Legal Specialist
Wells Fargo
Chandler, AZ
10.2014 - 10.2017
- Supported operational tasks for subpoenas, levies, and legal documents to ensure compliance and timely processing.
- Performed administrative, operational, and customer support tasks to facilitate smooth operations.
- Negotiate with external customers to ensure resolutions and deadlines are met.
- Seek ways to improve the customer service experience and determine the proper course of action based on customer needs.
Senior Fraud and Claims Representative
Wells Fargo
Chandler, AZ
12.2011 - 10.2014
- Reviewed and verified customer transactions to detect and prevent fraud and policy violations, effectively resolving disputes.
- Assisted customers with fraud claims and merchant disputes, ensuring timely resolution and customer satisfaction.
- Handled complex customer support tasks using effective verbal and written communication skills to build rapport with customers and de-escalate challenging situations.
Education
General Education Diploma
Mesa, AZMesa Community College
Mesa, AZSkills
- Client issue resolution
- Customer service
- Client relationship management
- Excellent problem-solving and analytical
- Computer proficiency
- Exemplary Communication skills
- Language proficiency
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Treasury Service Advisor
Bank of America
08.2025 - Current
Wealth Management Client Services Representative
Northern Trust
05.2024 - 04.2025
Business Execution Consultant
Wells Fargo
04.2017 - 04.2023
Senior Customer Resolution Specialist
Wells Fargo
04.2017 - 04.2023
Paralegal
Vrana Law Firm
10.2015 - 04.2017
Operations Legal Specialist
Wells Fargo
10.2014 - 10.2017
Senior Fraud and Claims Representative
Wells Fargo
12.2011 - 10.2014
General Education Diploma
Mesa Community College