Jennifer Alyssa Dahle
Bradenton,FL
Summary
Experienced professional with a successful career in banking. Possess excellent organizational skills, able to multi-task, and prioritize. An effective manager with the skills necessary to train and motivate staff to its fullest potential. Maintains highest regard to compliance, customer, and team member experience. Dependable, reliable, and a team player.
Overview
28
28
years of professional experience
Work History
Administrative Assistant 3 to District Managers
Wells Fargo
04.2019 - Current
- Supports 3 district managers, 32 branches and 311 team members
- Responsible for all calendar and scheduling / able to resolve calendar conflicts
- Able to understand and anticipate business needs
- Advanced in Word, Power Point, Excel, Workday, Concur, and Publisher
- Resolve customer issues in a timely and efficient manner
- Schedule and organize small or large meetings with attention to detail
- Answer questions regarding policies and procedures
- Manage email distribution lists
- Timely management of expense reports.
Wealth Management Investment & Fiduciary Services Associate 2
Wells Fargo
09.2017 - 04.2019
- Primary contact between Investment Strategist, Fiduciary Specialists, and clients
- Responsible for supporting the Investment Strategist and Fiduciary Specialist while delivering exceptional client experiences
- Coordinate the fulfillment of IFS transactions including discretionary disbursements, updating client events, and maintain files within policies.
Executive Assistant to Area President/District Managers
Wells Fargo
06.2011 - 09.2017
- Responsible for all calendar and scheduling / able to resolve calendar conflicts
- Able to understand and anticipate business needs
- Advanced in Word, Power Point, Excel, and Publisher
- Resolve customer issues in a timely and efficient manner
- Accurate staffing updates for 5 districts
- Answer questions regarding policies and procedures
- Manage email distribution lists
- Administration in Staff Management, Time Tracker, Compliance training, and Workforce Analytics
- Schedule and organize small or large meetings with attention to detail
- Timely management of Expense reports
- Managed 5 Administrative Assistants.
Service Manager
Wells Fargo
03.2009 - 06.2011
- Responsible of all aspects regarding the teller line
- Maintains the highest level of customer service
- Strive for 100% Customer Experience
- New Hire training and coaching
- Monthly audits for all areas.
Teller Operations Specialist
Bank of America
08.1996 - 03.2009
- Maintained a teller line of ten tellers, with the highest respect for customer service
- Duties included scheduling, regulatory compliance, sales and auditing the banking center
- Part of a training team that traveled to Charlotte to test new teller systems and give feedback on the system.
Education
Degree in Respiratory Therapy -
Pinellas Technical Education Center
Diploma -
Boca Ciega High School
12.1994
Skills
- Customer Service
- Administrative Support
- Microsoft Word
- Time Management
- Microsoft Excel
- Microsoft Outlook
- Customer and client relations
- Computer Proficiency
- Customer Relations
- Critical Thinking
- Strong Problem Solver
- Scheduling
Timeline
Administrative Assistant 3 to District Managers
Wells Fargo
04.2019 - Current
Wealth Management Investment & Fiduciary Services Associate 2
Wells Fargo
09.2017 - 04.2019
Executive Assistant to Area President/District Managers
Wells Fargo
06.2011 - 09.2017
Service Manager
Wells Fargo
03.2009 - 06.2011
Teller Operations Specialist
Bank of America
08.1996 - 03.2009
Degree in Respiratory Therapy -
Pinellas Technical Education Center
Diploma -
Boca Ciega High School