Kena Wendele
San Antonio,TX
Summary
Performance-oriented and highly motivated Financial Services Professional skilled in risk and compliance. Strong background in preventing, detecting, and reporting suspected money laundering and terrorist financing activities while adhering to AML policies. Advanced knowledge of banking regulations for compliance and KYC standards. Exceptional analytical, problem-solving, communication, and presentation skills with the ability to work in fast-paced collaborative environments.
Overview
14
14
years of professional experience
Work History
Life Solutions Specialist
USAA
02.2023 - Current
- Improved customer satisfaction by identifying and addressing key pain points in software implementation process.
- Conducted thorough analyses of client needs to ensure tailored solutions that addressed unique challenges and goals.
- Collaborated with cross-functional teams to troubleshoot issues and provide effective resolutions for clients.
- Championed culture of continuous learning, seeking out new skills and knowledge for personal and professional growth.
- Continuously met expectations set by management for my role while exceeding term and whole life submissions by 14% for first quarter of 2024.
Relationship Manager
Bank of America
07.2012 - 07.2018
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and organization.
- Contributed to implementation of routine reports resulting in 10% improvement on audit scores.
- Organized regular events to foster community engagement among clients, solidifying existing relationships and attracting new business prospects.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within company.
- Spearheaded initiatives aimed at improving internal processes, leading to greater efficiency in relationship management tasks.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Aided clients in opening, managing, and optimizing their financial accounts and helped them discover potential customers and leads to expand their services and products
- Monitored financial products, systems, and processes in all lines of business to detect and analyze red flags for money laundering and terrorist financing activity to mitigate risk
- Utilized documentary and non-documentary requirements to verify identity of Customer (CIP)
- Participated in regulatory exams responses and audit initiatives.
- Consistently performed over 100% for my quarterly goals and was recognized for being top seller achieving 123% in sales
- Trained and partnered with tellers on how to identify and optimize customer opportunities leading to 15% increase in teller referrals.
Sales and Service Specialist
Bank of America
02.2012 - 07.2012
- Analyzed online account activity to determine likelihood of unauthorized transactions
- Actively participated in risk and compliance management by supporting optimal operation of branch
- Set meetings with specialists in mortgage, merchant, and payroll services to increase understanding of services
- Provided expert product knowledge, demonstrating value proposition of offered services or products to prospective clients.
- Created customized solutions for clients'' unique needs, ensuring tailored approach that resulted in higher conversion rates.
Client Service Representative
Bank of America
03.2010 - 02.2012
- Became highly knowledgeable in banking regulations and banking Acts
- Processed electronic banking applications for clients including online banking, ACH wire transfers, and bill payment
- Cultivated relationships with specialists to effectively meet client's needs
- Informed and educated customers on alternative and convenient ways to complete transactions through online banking, mobile banking, and ATM
- Prioritized tasks and executed with accuracy in fast past environment.
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Contributed to process improvement initiatives by identifying areas of inefficiency within team's workflows and proposing solutions.
- Processed 150-200 transactions daily maintaining 100% cash accuracy.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH05.2025
Skills
- Risk Mitigation
- Building and Managing Client Portfolios
- Customer Experience and Loyalty
- Legal and Regulatory Compliance
- Software Proficiency
- Time Management
- Effective Communication
- Adaptability and Flexibility
- Interpersonal Skills
- Collaborative Team Player
- Analytical Skills
- Business relationship cultivation
Timeline
Life Solutions Specialist
USAA
02.2023 - Current
Relationship Manager
Bank of America
07.2012 - 07.2018
Sales and Service Specialist
Bank of America
02.2012 - 07.2012
Client Service Representative
Bank of America
03.2010 - 02.2012
Bachelor of Science - Business Administration
Southern New Hampshire University
Similar Profiles
Gregory RainsGregory Rains
Manager, Insurance Sales and Service/ Leader Coach at USAAManager, Insurance Sales and Service/ Leader Coach at USAA
Steven BowenSteven Bowen
Property and Casualty Insurance Agent at USAAProperty and Casualty Insurance Agent at USAA
Anaiya LoveAnaiya Love
Customer Service Representative at USAACustomer Service Representative at USAA
Victoria MooreVictoria Moore
Licensed Insurance Sales Professional at USAALicensed Insurance Sales Professional at USAA
Michelle SolisMichelle Solis
Teacher at IDEA Public SchoolsTeacher at IDEA Public Schools