Juan Valencia
Kent,WA
Summary
Experienced Sr. Fiduciary Tax Liaison seeking a part-time position. Proven track record at Wells Fargo Bank, N.A., adept at fostering collaborative relationships and executing complex projects with precision. Excelled in enhancing organizational efficiency through expert problem-solving and interpersonal skills, ensuring project alignment with strategic goals. Demonstrated proficiency in data analysis and customer relationship management, significantly contributing to team success and operational excellence.
Overview
25
25
years of professional experience
Work History
Sr. Fiduciary Tax Liaison / Sr. Ops. Specialist
Wells Fargo Bank, N.A.
03.2008 - Current
- Served as the primary point of contact for Washington, Oregon, Alaska, Idaho and Montana, fostering strong relationships between trust tax, trust administration and external tax partners.
- Coordinated multiple projects simultaneously, ensuring timely completion and alignment with organizational objectives.
- Consistently met federal and state tax return filing and payment deadlines.
- Researched tax notices for proper resolution.
- Submitted federal and state tax payments from clients trust accounts.
- Created and maintained multiple internal procedures for projects within the trust tax department.
- Regularly corresponded with federal and state taxing authorities, both in the US and Canada, by phone, letter and email.
- Help train other team members on numerous tax projects and procedures, both in the US and Philippines.
- Help manage risk to Wells Fargo by reviewing new trust account coding and ensuring accuracy.
- Maintained a high degree of professionalism at all times, representing the organization with integrity in both internal and external interactions.
Assistant Trust Administrator
Wells Fargo Bank, N.A.
03.2003 - 09.2007
- Prepared new account packets for new trust clients.
- Accurately processed wire transfers, distributions, and payments for high net worth clients.
- Assisted administrators with tracking tangible assets of clients after they passed away.
- Answering client questions and escalating issues per department and manager guidelines.
- Fulfilling client requests for documents and information related to their accounts.
- Ordering equipment and office supplies.
- Reduced risk exposure with thorough reviews of trust agreements and careful monitoring of account activities.
- Established strong relationships with clients by providing exceptional customer service and support.
New Accounts Specialist
Wells Fargo Bank, N.A.
01.2001 - 02.2003
- Coordinated the opening and funding of new trust accounts at Wells Fargo Bank.
- Communicated with different financial institutions to provided transfer instructions.
- Accurately tracked the receipt of assets and cash.
- Processed client requests for wire transfers, payments and information related to their trusts.
- Simultaneously managed a large number of new accounts and consistently met deadlines.
- Partnered with trust administrators and investment managers while accounts where in the opening process.
Trust Service Representative
Wells Fargo Bank, N.A.
08.1999 - 12.2000
- Answered a high call volume from trust clients.
- Provided excellent customer service.
- Processed requests for account balances, wire transfers and other banking transactions.
Education
Diploma - General
Southwest Longview Private School
Long Beach, CA06.1994
Skills
- Excellent verbal and written communication
- Team Collaboration
- Interpersonal abilities
- Project Planning
- Issue Resolution
- Proficient in Word, Excel, Outlook, Adobe, Google Sheets, Teams, and Zoom
- Policies and procedures implementation
- Complex problems analysis
- Solutions Development
- Incidents management
- Problem-Solving
- Multitasking Abilities
- Time Management
- Decision-Making
- Organizational Skills
- Analytical Thinking
- Data Analysis
- Active Listening
- Task Prioritization
- Attention to Detail
- Issue Research
- Customer Relationship Management
Accomplishments
I have been a full time volunteer, dedicating at least 50 - 70 hours per month in my community, for the last 17 years.
Languages
Spanish
Native or Bilingual
Timeline
Sr. Fiduciary Tax Liaison / Sr. Ops. Specialist
Wells Fargo Bank, N.A.
03.2008 - Current
Assistant Trust Administrator
Wells Fargo Bank, N.A.
03.2003 - 09.2007
New Accounts Specialist
Wells Fargo Bank, N.A.
01.2001 - 02.2003
Trust Service Representative
Wells Fargo Bank, N.A.
08.1999 - 12.2000
Diploma - General
Southwest Longview Private School
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