Michelle Contreras
Pomona,CA
Summary
Accomplished leader at Wells Fargo, adept in Treasury Management and fostering interdepartmental cooperation. Excelled in enhancing client relationships and streamlining processes, demonstrating strong problem-solving and communication skills. Proven track record in mentoring teams and surpassing performance goals, contributing to significant process improvements and client satisfaction.
Overview
15
15
years of professional experience
Work History
Team Lead
Wells Fargo Bank, N.A.
El Monte , CA
05.2022 - Current
- Developed partnerships and collaborated with other departments to streamline processes and improve interdepartmental cooperation.
- Resolved complex customer complaints and issues promptly, ensuring high levels of satisfaction.
- Maintained open lines of communication with senior management on process improvement to ensure compliance with industry standards and regulations are met.
- Mentored new hires and team members by sharing extensive knowledge of Treasury Management products and procedures.
- Set goals for performance and deadlines to comply with company plans and vision.
Dedicated Client Officer 2, 3 & 4
Wells Fargo Bank, N.A.
El Monte, CA
03.2017 - 05.2022
- Serviced complex Treasury Management products and services.
- Analyzed client portfolios identifying gaps and suggesting products.
- Coordinated closely with Relationship Partners to quickly and efficiently resolve complex client escalations.
- Proactively communicated client issues, product enhancements, to Relationship Partners and clients to help minimize potential impact.
- Delivered comprehensive training sessions focused on process optimization.
- Acted as primary contact for Trader Joe's, CBRE, 99 Cents Store, Harbor Freight Tools, Wealthfront and Yelp.
- Facilitated on-site client engagements to enhance partnership collaboration.
Business Banking Specialist
Wells Fargo Bank, N.A.
Whittier, CA
10.2014 - 03.2017
- Proactively worked to grow and strengthen the relationship between new and existing clientele.
- Acquired clients by canvassing local businesses and cold calling.
- Collaborated on initiatives during monthly sessions to drive sales objectives.
- Engaged in joint initiatives with Sales Partners to boost cross-selling opportunities.
- Provided tailored product recommendations after evaluating business needs.
- Engaged in community events to foster relationships with local CPAs and Chamber of Commerce members.
Personal Banker
Wells Fargo Bank, N.A.
Fullerton, CA
02.2010 - 10.2014
- Maintained and built strong client relationships through quality, personalized interactions.
- Surpassed quarterly sales targets by actively engaging with new and returning clients.
- Guided tellers on trend recognition to enhance sales referrals.
Education
High School Diploma -
Whittier High School
Whittier, CA06-2009
Skills
- Excellent verbal and written communication skills
- Proficient with Microsoft Office skills
- Strong organizational skills, multi-tasking, and prioritizing skills
- Ability to work under pressure in a dynamic and complex environment to meet deadlines and achieve goals
- Expertise in Treasury Management
- Strong problem-solving skills
Timeline
Team Lead
Wells Fargo Bank, N.A.
05.2022 - Current
Dedicated Client Officer 2, 3 & 4
Wells Fargo Bank, N.A.
03.2017 - 05.2022
Business Banking Specialist
Wells Fargo Bank, N.A.
10.2014 - 03.2017
Personal Banker
Wells Fargo Bank, N.A.
02.2010 - 10.2014
High School Diploma -
Whittier High School