Pamela E Carter

Charlotte,North Carolina

Summary

Experienced business execution consultant with 18+ years of banking experience, specializing in Risk and Compliance. Proven track record of solving complex problems and delivering innovative solutions in fast-paced environments. Recognized for exceptional analytical skills and ability to navigate challenging situations. Adept at leveraging deep industry knowledge to drive operational efficiency and achieve strategic objectives.

Overview

years of professional experience

Work History

Lead Business Relationship Support Specialist

Wells Fargo Bank, N.A

10.2019 - Current

Risk & Compliance management for account openings, maintenance and closures for CIB CLM, with a focus on the restricted immediately LOB.
Using analytical skills and critical thinking to ensure no risk to the bank when processing requests
Serving as Team Lead and SME
Generated reports to track performance and analyze trends.
Special projects: Implementing & Maintaining project plan for WTD Migration for all CRE Verticals
Identified need for build out of Knowledge Center process guide, used by the Relationship Associates & Client Service Consultants to include all necessary steps for requests
Training new hires to process requests with an analytical & risk-based mindset
Proactively developed & lead training program for Relationship Associates to better understand Treasury Management requests
Serving as Team Lead & SME across multiple LOBs and 3 teams.
Providing support to internal and external clients by providing complex support services in account management, operations, documentation, client service and technical support
Acting as primary liaison between clients and Treasury Implementation Teams answering questions and solving problems; ensuring proper servicing and maintenance of accounts; adhering to compliance, and ensuring clear, concise documentation while achieving the highest level of quality service
Special projects: Assisted in creating multiple process guides for onboarding two new lines of business to create a cohesive document for all to access & submit & validate requests
Served on interview panel, training of new hires for all onboarding and opening process

Senior Implementation Consultant 3

Wells Fargo Treasury Management

07.2006 - 10.2019

15 years independently managing implementations of complex treasury services to completion with high degree of accuracy
Partner with sales team to support portfolio of over 3,000 wholesale market clients in specific high-volume territories
Project management in collaboration with sales teams, operations, client’s business and technology staff, and respective Treasury service centers to plan and implement bank-to-bank conversions and new services
Demonstrate extensive written and oral communication with internal and external clients with a focus on customer relationship and satisfaction
Perform duties including problem solving, research, implementation tracking, reporting and resolution
Possess broad production knowledge of Wells Fargo treasury service products
Created Lockbox Training and Development process guides published on corporate SharePoint for all Implementation
Actively worked with Lockbox Product, Melissa Willard, to resolve issues and answer questions or concerns. Lockbox Subject Matter Expert since Implementation Consultants first took over the product as part of Wachovia; continued to grow knowledge and serve as a SME throughout the Wells Fargo transition until the Specialty Lockbox Group was created and took over the Implementation responsibilities for this product
Participate in the interview process for candidates to fill TSIC positions and serve as a new-hire mentor for both domestic Implementation coordinator’s and our OA partners in Manilla
Trained and supported new hires as they adapt to the role of TMSIC
Most recently training our Manilla partner, Myrna Nichols
Served on the Employee Engagement Council, WICE My View Pilot & WICE Template Pilots
Currently serving on the Quality Review Task Force

Skills

Microsoft Office Programs (Word, Excel, PowerPoint, OneNote and Teams)
Process Improvement
Treasury Management products
Training - including Coaching
Research- including Root Cause Analysis

Analytical Skills
Risk Analysis
Strong Written and Verbal Communication
Presentations - Creating and Delivering
Ability to prioritize

Corporate Title Promotion

Vice President, 2023
Assistant Vice President, 2005
Officer, 2003

Awards

Team Spotlight Award, 08/01/24
Manager Spotlight Award, 06/01/24
Manager Spotlight Award, 12/01/23
Manager Spotlight Award, 07/01/23
Manager Spotlight Award, 05/01/23
Manager Spotlight Award, 12/01/22
Manager Spotlight Award, 06/01/22

Special Training Skills

Excellent use of Microsoft Office-Word, Excel & PowerPoint
Treasury Management products
Proficient in bank systems including RAO, WICE, UAM, Hogan, Online Forms, IRX Returns, CVA-Cash Vault, CEO EDD, ACH, Smart Internet & Lockbox