Summary
Overview
Work History
Education
Skills
Timeline
Generic

Martha Elias

St. Louis,MO

Summary

Trade operations security professional with over 11 years of experience in financial services, specializing in strategic communications, team leadership, and client relationship management. Proven success in streamlining operations, improving client satisfaction, and cross-selling financial products. Adept at problem solving and inter-department collaboration, driving growth and efficiency in dynamic work environments.

Overview

12
12
years of professional experience

Work History

Securities Operations and Trade Maintenance

Wells Fargo
12.2020 - 04.2025
  • - Oversaw securities operations ensuring regulatory compliance and process efficiency.
  • - Streamlined trade maintenance processes, reducing processing time and errors.
  • - Analyzed and resolved complex trade discrepancies quickly and accurately.
  • - Collaborated across departments to optimize workflows and mitigate risk.
  • - Implemented data-driven solutions that enhanced accuracy and saved resources.

Account Specialist

TheKey
01.2018 - 11.2020
  • - Facilitated transactions, opened accounts, issued cards, and supported online services.
  • - Introduced a new platform to monitor account activity, improving oversight and security.
  • - Trained and onboarded staff, improving onboarding efficiency by 68%.
  • - Optimized employee schedules for cost-effective coverage.
  • - Conducted payment analysis, enhancing process accuracy and reducing fraud risks.

Universal Banker

Vantage Credit Union
08.2015 - 01.2018
  • - Provided full-spectrum client banking services, including cash handling and online support.
  • - Promoted financial products through tailored recommendations and asset protection advice.
  • - Built long-term client relationships by delivering expert, personalized service.

Banker Team Lead

PNC Bank
08.2013 - 08.2015
  • - Supervised daily cash operations and resolved customer issues efficiently.
  • - Led initiatives to improve client satisfaction and employee performance.
  • - Analyzed and improved cash handling procedures for greater accuracy and security.

Education

Associate of Arts - Marketing

Southern Illinois University Edwardsville
Edwardsville, IL
06.2016

Skills

  • - Strategic Communication
  • - Creative Problem Solving
  • - Team Building & Leadership
  • - Relationship Management
  • - Customer Service Excellence
  • - Schedule & Workflow Management
  • - Inter-Department Collaboration
  • - Brand Enhancement Initiatives
  • - Multitasking & Prioritization

Timeline

Securities Operations and Trade Maintenance

Wells Fargo
12.2020 - 04.2025

Account Specialist

TheKey
01.2018 - 11.2020

Universal Banker

Vantage Credit Union
08.2015 - 01.2018

Banker Team Lead

PNC Bank
08.2013 - 08.2015

Associate of Arts - Marketing

Southern Illinois University Edwardsville

Similar Profiles

  • PATRICIA M. SCHERER

    PATRICIA M. SCHERERPATRICIA M. SCHERER

    Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors

  • Andrew S. Hollenbach

    Andrew S. HollenbachAndrew S. Hollenbach

    Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA

  • Laxmikanth Chittampally

    Laxmikanth ChittampallyLaxmikanth Chittampally

    Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo

  • Mayank Oberoi

    Mayank OberoiMayank Oberoi

    Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)

  • Lakeisha Thomas

    Lakeisha ThomasLakeisha Thomas

    Home Health Aide at AW Health CareHome Health Aide at AW Health Care

CREATE PROFILE