Kathleen Joaquin
Union City,CA
Summary
A dynamic professional known for thriving in fast-paced settings, showing remarkable adaptability, and taking the initiative. Proven expertise in project management, systems administration, demonstrating a knack for planning and problem-solving. Consistently exceeds expectations, bringing a unique blend of administrative acumen and customer service skills to the table.
Overview
15
15
years of professional experience
Work History
Senior Administrative Assistant
Wells Fargo Bank, N.A.
San Francisco, CA
05.2016 - 08.2023
- Provided administrative support to senior management team, which included scheduling meetings, arranging travel, managing calendars, planning of special events and submitting expense reports.
- Collaborated with cross-functional teams to define bank app features and build powerful and easy-to-use products and customer-facing workflow tools.
- Supported HR functions, including onboarding new hires, coordinating training sessions, compiling HR-related reports, and assisting employees with benefit enrollment.
- Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and comply with company policies and procedures.
Branch Service Manager
Wells Fargo Bank, N.A.
Fremont, CA
08.2014 - 05.2016
- Conducted regular meetings with team members to review performance objectives, discuss challenges, and provide feedback.
- Resolved escalated customer complaints in a professional manner while ensuring customer satisfaction.
- Oversaw the hiring process for new employees including interviewing candidates and conducting background checks.
- Provided effective coaching, training, and mentoring to branch staff in order to increase sales performance.
Lead Teller
Wells Fargo Bank, N.A.
Fremont, CA
06.2008 - 08.2014
- Processed deposits, withdrawals, transfers, loan payments, foreign currency purchases and check cashing transactions accurately and efficiently.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Met and exceeded sales goals by promoting bank products and services in customer interactions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Bachelor of Science - Health Sciences
California State University - East Bay
Hayward, CA06-2008
Skills
- Customer Service
- Regulatory Compliance
- Calendar Management
- Office Administration
- Expense Reporting
- Workflow Optimization
- Records Management
- Agile Methodologies
- Team Leadership
- Microsoft Office
Timeline
Senior Administrative Assistant
Wells Fargo Bank, N.A.
05.2016 - 08.2023
Branch Service Manager
Wells Fargo Bank, N.A.
08.2014 - 05.2016
Lead Teller
Wells Fargo Bank, N.A.
06.2008 - 08.2014
Bachelor of Science - Health Sciences
California State University - East Bay
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