Money Movement Specialist
Vanguard
Charlotte, North Carolina
12.2023 - 02.2024
- Processed and reported Money Movement transactions (Incoming/Outgoing Wires, CWR, Direct Deposit, Vanguard Advantage Account).
- Recognized as top performer on my team, selected to train new hires on processes.
- Considered expert and selected to handle complex client requests and transactions.
- Selected to approve and review outgoing and incoming wire reports to ensure accounts balancing.
- Implemented meetings to research quality trends and same day quality audit functions.