Patrick Graham
Charlotte,NC
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in customer service and training/coaching. Elevated team performance and customer satisfaction through expert guidance and support. Skilled in customer support and adept at fostering team motivation, demonstrated by rapid promotions and leading company-wide presentations.
Overview
6
6
years of professional experience
Work History
Business Relationship Representative/ Coach
Wells Fargo
02.2023 - Current
- Wellsone Business Credit Card Specialist
- Helping all company financial departments and cardholders with any credit card related issues such as card declines, expense reporting and fraud prevention
- Recently promoted to being a Charlotte onsite leader for the Wellsone credit card department. This requires me to make sure all new hires on Charlotte campus are fully prepared to began training for job.I provide onsite job training all while making sure they get all needed equipment such as their laptop doing daily system checks, help with their badge access,and helping with any technical issues they may have
- Promoted to being a full time trainer and subject matter expert within a year of promotion training all new hires and often leading company presentations expanding co-worker knowledge of company procedures
- Picked numerous times by management to be stand-in team lead for any manager who called out. This job includes me posting team daily stats, taking numerous supervisor calls, helping all team members in our daily group chats and doing 1 on 1 coaching with team members who are struggling on certain aspects of the job
- Often taught customers and co workers how to navigate the wells one expense manager system which allows companies to view their company expenses and allows all cardholders to submit their expense report
Customer Success Specialist
Wells Fargo
09.2020 - 02.2023
- Helped customers open business banking accounts.
- Help customers to understand the basics of registering their business.
- Carefully explained the details of every banking product to each to make sure they are choosing the correct products.
- Often chosen to help and train new hires.
Supplier Discovery
AvidXchange
03.2020 - 08.2020
- Responded to customer requests for products, services, and company information.
- Met customer call guidelines for service levels, handle time and productivity.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Identified potential sales opportunities during interactions, up-selling products or services when appropriate.
Chopped Strands Technician
Jushi USA
01.2019 - 02.2020
- Chopped fiberglass to proper lengths
- Made sure fiber quality was up to standard while also assisting others in making sure fibers were always cutting
- Trained all newcomers
Education
Bachelor of Science - Sports Management, Business Administration
Coastal Carolina University
Conway, SC05.2017
Skills
- TEAM MOTIVATION
- CUSTOMER SERVICE
- TRAINING/COACHING
- COORDINATE EVENTS
Timeline
Business Relationship Representative/ Coach
Wells Fargo
02.2023 - Current
Customer Success Specialist
Wells Fargo
09.2020 - 02.2023
Supplier Discovery
AvidXchange
03.2020 - 08.2020
Chopped Strands Technician
Jushi USA
01.2019 - 02.2020
Bachelor of Science - Sports Management, Business Administration
Coastal Carolina University
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