Misty Garr
Waxahachie,TX
Summary
Dynamic banking professional with 18 years of experience and 8 years in management, recognized for exceptional leadership in motivating and developing teams. Consistently achieved 100% of individual and team goals while fostering a positive, innovative work environment. Notable accomplishments include Presidents Club membership, multiple sales awards, and several excellence recognitions. Committed to leveraging expertise in employee development and operational efficiency to drive future organizational success.
Overview
18
18
years of professional experience
Work History
Senior Business Relationship Support Specialist
Wells Fargo Bank, N.A.
Dallas, TX
07.2019 - Current
- Provide customer service to a portfolio of bank customers, collaborating with relationship managers
- Primary contact for deposit accounts and treasury services
- Manage customer experience and execute standard interaction protocols
- Assist Energy and Power clients with accounts, treasury management, and credit needs
- Resolve customer issues and manage expectations
- Communicate frequently with senior executives to maintain high service levels
- Exhibit strong organizational, communication, time management, and project management skills
- Recommend and implement Treasury Management products/services
- Assist with customer onboarding, due diligence, and risk management
- Manage customer issues, monitor overdrafts, and collaborate on decisions
- Apply and interpret policies, procedures, and best practices
- Evaluate profitability and risk of portfolios; ensure compliance with regulations
- Manage BSA/AML, REG O, Reg W, REG D, and REG GG support
- Communicate regulatory requirements, track compliance, and escalate issues
- Identify and report suspicious activity, submit SARs, and conduct periodic reviews
Cash Relationship Management Specialist 3
Wells Fargo Bank, N.A.
Dallas, TX
01.2016 - 07.2019
- Portfolio Management: Managed two portfolios for Commercial Real Estate customers and Texas Homebuilders, ensuring high levels of customer satisfaction and support
- Product and Account Maintenance: Provided setup and ongoing maintenance for new Treasury accounts, tailored to client needs
- Cross-Functional Collaboration: Collaborated regularly with Relationship teams, Regional Risk Officers, Audit Managers, Credit, and Senior Management teams to resolve complex issues, undertake special projects, and ensure comprehensive account documentation compliance with regulatory standards
- Weekly Partnership Engagement: Actively participated in weekly partnership calls, contributing insights on future client growth opportunities and strategies
- Client Interaction: Led client meetings with Senior Management, discussing account performance, addressing concerns, and fostering strong client relationships
- Sales and Compliance: Achieved sales goals by ensuring Wells Fargo's services and products aligned with client requirements while maintaining strict adherence to compliance regulations
- Customer Service Excellence: Provided exemplary customer service, promptly addressing client inquiries and resolving issues to enhance client satisfaction
- Risk Management: Conducted thorough risk assessments for portfolios, ensuring all accounts met regulatory and company requirements
- Training and Development: Mentored junior staff, providing guidance on best practices and procedures to enhance team performance and client service
Relationship Associate II
Wells Fargo Bank, N.A.
Dallas, TX
07.2013 - 01.2016
- Manage a portfolio of Financial Institutions to provide great customer service
- Providing new product setups and maintenance of accounts on Treasury and Credit products
- Partner with Relationship teams, Regional Risk Officers, Audit Managers, and Credit teams regularly on complex issues, special projects, and account documentation to ensure Wells Fargo is in compliance
- Scheduled and coordinated compliance calls and audit meetings
- Responsible for tracking and reporting new and existing revenue per client
Operations Manager II
Wells Fargo Bank, N.A.
Grapevine, TX
03.2011 - 01.2013
- Managed new account kit assembly for branches across multiple states
- Partnered with Client Services, Inventory Planners, Warehouse, and Project Managers to resolve issues and ensure compliance
- Conducted interviews, organized weekly meetings, and developed a high-performing production team
- Ensured operational processes complied with regulations and company policies
- Fostered team capabilities through training and mentorship
- Led special projects, coordinating with departments to achieve goals
Service Manager II
Wells Fargo Bank, N.A.
Murphy, TX
12.2006 - 03.2011
- Oversaw Teller operations and ensured branch compliance
- Prepared and reviewed monthly/quarterly reports, conducted audits, and maintained performance standards
- Led coaching and development initiatives in sales, compliance, and customer service
- Conducted interviews, organized compliance meetings, and developed a high-performing sales team
- Implemented continuous improvement strategies for efficiency, compliance, and customer service
- Developed and maintained relationships with customers, vendors, and suppliers
- Ensured compliance with applicable laws and regulations related to services provided
Skills
- Top-tier customer service
- Team leadership and development
- Portfolio management
- Cross-functional collaboration
- Compliance management
- Sales and product management
- Project management
- Organizational skills
- Effective communication
- Problem resolution
- Financial analysis
- Mentorship and training
- Operational management
- 10-Key Proficiency
- Microsoft Office Suite
- Treasury Management Systems
- CRM Software
- Financial Analysis Tools
- Compliance and Audit Tools
- Project Management Software
- Risk Management Systems
- Communication Platforms
- Onboarding Systems
Qualificationsandachievements
- 18 years of banking experience, including 8 years in management
- Consistently excelled in motivating, developing, and training employees
- Achieved 100% of both individual and team goals
- Presidents Club Member
- Sales Star
- Star Manager Nominee
- Bronze Star recipient
- Four Shared Successes
- Six Achieving Excellence Awards
- Two TOP Dollar Awards
- Four Best Shot Awards
Timeline
Senior Business Relationship Support Specialist
Wells Fargo Bank, N.A.
07.2019 - Current
Cash Relationship Management Specialist 3
Wells Fargo Bank, N.A.
01.2016 - 07.2019
Relationship Associate II
Wells Fargo Bank, N.A.
07.2013 - 01.2016
Operations Manager II
Wells Fargo Bank, N.A.
03.2011 - 01.2013
Service Manager II
Wells Fargo Bank, N.A.
12.2006 - 03.2011
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