Shelly Lei

Work History

First Republic Bank

03.2020 - 02.2023

Managed day-to-day operations ensuring office compliance and audit requirements are met
Established and maintained positive customer relationships with high net-worth clients by addressing problems and implementing successful solutions
Contributed to the milestone of a $800 million dollar branch at the Noe Valley office
Interviewed and hired employees, implemented a mentor program to promote engagement and professional development
Organized meetings to inform team members of new regulations and monthly company-wide updates
Streamlined operational efficiency within the team by implementing process improvements that reduced errors and increased speed of service delivery.
Collaborated with Project Management and Training & Development teams through bank-wide system upgrade to provide observations and evaluations for system enhancements
Partnered with internal teams to provide feedback and data to further enhance business operations and client experience

First Republic Bank

04.2018 - 03.2020

Consistently performed due diligence on all transactions and client onboarding to avoid losses to the bank
Identified potentials financial opportunities for clients through everyday contestations
Worked with colleagues to provide and maintain extraordinary service to both clients and employees
Trained new employees on customer service policies and procedures to ensure successful onboarding
Documented issues and communicated enhancement requests to internal analysts to improve bank systems and applications

Wells Fargo

06.2015 - 03.2018

Performed daily operational tasks ensuring office compliance and audit requirements are met
Managed teller schedules, ensuring adequate staffing levels during peak business hours
Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily
Resolved customer complaints in professional and timely manner
Hired, trained and supervised team of service staff members were knowledgeable about products, services, and operational procedures.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Reduced errors by implementing strict audit procedures and monitoring daily transactions