Experienced and driven Senior Sales Enablement Consultant in Global Treasury Management and Correspondent Banking with strong focus on thought leadership and client experience.
Overview
4
4
years of post-secondary education
20
20
years of professional experience
Work History
Senior Sales Enablement Consultant
Wells Fargo Bank, N.A.
01.2013 - 02.2026
I was a mason team member and collaborated with various teams to craft and streamline the account opening and payment products onboarding processes.
Executed the onboarding process for net-new clients across all regions (North America, LATAM & Caribbean, Europe, Africa, Asia, Oceania) and collaborated with key cross-functional partners including Sales, Relationship Management, Operations, Product, and Customer Care.
Managed complex onboarding data with a high level of accuracy across multiple product categories and implementation stages
Conducted SWIFT FIN and SWIFT ISO, FED, and CHIPS formatting testing to validate compliance and functionality and minimize negative client impact in the production environment.
Acted as a subject matter expert for payment formatting analysis and payment investigations.
Evaluated customer requirements vs. product offering to enhance transparency in the product delivery.
Contributed to client quarterly reviews in LATAM and the Spanish and English speaking Caribbean
Participated in Caribbean client roadshows
Oversaw detail-oriented quality control to identify inconsistencies in the end-to-end account opening process and go live.
Delivered customized product demonstrations and Spanish-language training sessions for Latin American clients, increasing adoption and client satisfaction.
Revamped procedures for the client facing forms required for the implementation of online payment platform eliminating a high-risk item from the Risk and Audit Universe (RAU).
Acted as a senior onboarding specialist and key knowledge resource, supporting peers and contributing to new product-launch initiatives.
GFI Relationship Associate
Wells Fargo Bank, N.A.
01.2009 - 01.2012
Overhauled International account opening process for the GFI Domestic Correspondent Banking Team
Coordinated onboarding process for new International USD accounts, ensuring compliance and smooth integration into banking systems.
Conducted thorough customer due diligence to ensure compliance with regulatory standards.
Ensured compliance with regulatory standards and company policies in all client interactions.
Resolved client issues by reviewing account information and providing tailored recommendations, improving overall customer satisfaction.
Cultivated relationships with existing customers by providing exceptional service and support.
Participated in customer-facing calls that required travel to enhance client relationships.
Collaborated with other departments to ensure smooth operations within the organization.
Coordinated the implementation of new processes designed to streamline operations within the department.
Administrative Assistant
Wachovia Bank GFI Domestic Correspondent Banking
01.2008 - 01.2009
Administrative Assistant to GFI Relationship Managers covering the US Northeast and Southeast regions
Prepared travel itineraries and expense reports
Reviewed overdrawn accounts daily, notifying clients to maintain account integrity
Assisted Relationship Associates with annual compliance projects to ensure regulatory adherence
Managed equipment maintenance and inventory, ensuring operational readiness
Oversaw inventory of office supplies, ensuring adequate stock levels for daily operations.
Client Service Representative
Wachovia Bank Dominican Republic Rep-Office
01.2006 - 01.2007
Acted as client services representative for Dominican Republic, Puerto Rico, Haiti, and Central America, facilitating communication and support.