Teresa Williams
Terrell
Summary
Dynamic professional with a friendly demeanor and strong problem-solving skills, experienced at Comerica Private Wealth. Proven track record in enhancing office efficiency through innovative document management systems and effective team collaboration. Adept at managing executive schedules and preparing high-quality presentations, ensuring clarity and accuracy for stakeholders.
Overview
41
41
years of professional experience
Work History
Experience
Comerica Private Wealth
07.2022 - Current
- Managed executive calendars, scheduling appointments and coordinating meetings to optimize time efficiency.
- Prepared detailed reports and presentations, ensuring accuracy and clarity for stakeholder review.
- Streamlined office operations by implementing new document management systems, enhancing accessibility and organization.
- Coordinated travel arrangements, balancing cost-effectiveness with executive preferences for seamless itineraries.
- Facilitated communication across departments, fostering collaboration and improving project timelines.
- Maintained confidentiality of sensitive information while managing correspondence on behalf of executives.
- Organized company events and meetings, ensuring logistical details were executed flawlessly to enhance team engagement.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Sey in fast-paced environments.
Administrative Assistant
Wells Fargo Private Bank
08.2002 - 07.2022
- Managed scheduling and calendar coordination for executives to optimize time management.
- Developed and maintained filing systems, ensuring easy access to critical documents.
- Assisted in preparing reports and presentations for stakeholder meetings, enhancing communication efficiency.
- Streamlined office procedures by implementing digital tools, increasing overall productivity.
- Supported onboarding processes by coordinating training sessions and maintaining employee documentation.
- Facilitated interdepartmental communications to improve project collaboration and workflow efficiency.
- .
Branch Manager
Wells Fargo Bank
02.2002 - 07.2002
- Oversaw daily branch operations, ensuring compliance with company policies and regulatory standards.
- Led a team of staff, providing mentorship and training to enhance performance and customer service.
- Developed and implemented strategies to improve branch efficiency and drive revenue growth.
- Managed budget allocation, optimizing resource utilization while minimizing operational costs.
- Established strong relationships with clients, enhancing customer satisfaction and loyalty through tailored services.
- Analyzed market trends to identify opportunities for business expansion and competitive positioning.
- Implemented new technology solutions to streamline processes and improve transaction accuracy.
- Conducted regular performance evaluations, setting goals to foster professional development among team members.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Premier Banking Assistant
Wells Fargo Bank
06.2000 - 02.2002
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Assisted customers with account inquiries, providing timely solutions to enhance satisfaction.
- Coordinated the preparation of daily reports for management review, ensuring data integrity.
- Mentored junior staff on operational procedures and customer service excellence, promoting team development.
- Streamlined workflow processes to reduce processing time and improve overall service delivery.
- Implemented training sessions for new hires on banking software and compliance measures, enhancing team competency.
- Analyzed client feedback to identify areas for improvement in service offerings, driving strategic enhancements.
- Developed and maintained strong relationships with clients to foster loyalty and retention within the bank's services.
Business Development Officer
Wells Fargo Bank
05.1999 - 06.2000
- Developed and implemented strategic partnerships to enhance service offerings and customer outreach.
- Analyzed market trends to identify growth opportunities and inform business strategies.
- Led cross-functional teams in executing initiatives that improved client engagement and satisfaction.
- Mentored junior staff, fostering skills development and enhancing team performance.
- Streamlined processes for lead generation, increasing overall efficiency in business development efforts.
- Collaborated with stakeholders to design and launch targeted marketing campaigns, driving brand awareness.
- Conducted competitive analysis to refine product positioning and optimize sales strategies.
Branch Manager
Wells Fargo Bank
03.1997 - 05.1999
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Customer Service Manager/Banking Officer
First Interstate Bank of Texas, N.A.
10.1993 - 03.1997
- Led customer service team to enhance response times and improve overall customer satisfaction.
- Developed training programs for staff, increasing product knowledge and service efficiency.
- Implemented quality assurance measures to maintain high standards in customer interactions.
- Analyzed customer feedback to drive strategic improvements in service delivery processes.
- Collaborated with cross-functional teams to resolve complex customer issues effectively.
- Established performance metrics for team members, promoting accountability and continuous improvement.
Branch Service Assistant
First Interstate Bank of Texas, N.A.
09.1992 - 10.1993
- Provided exceptional customer service through effective communication and problem-solving skills.
- Assisted customers with inquiries regarding account services and banking products.
- Maintained accurate records of transactions to ensure compliance with banking regulations.
- Collaborated with team members to streamline processes and enhance service delivery.
Loan Secretary
First Interstate Bank of Texas, N.A.
08.1989 - 09.1992
- Processed loan applications ensuring compliance with regulatory standards and internal policies.
- Coordinated communication between clients, lenders, and underwriters to expedite loan approvals.
- Maintained accurate records of loan documentation and client interactions in loan management system.
- Reviewed financial statements and credit reports to assess borrower eligibility for loans.
- Assisted in training new staff on loan processing procedures and software utilization.
- Streamlined workflow processes to enhance efficiency in loan processing activities.
Personal Banker
First Interstate Bank of Texas, N.A.
08.1988 - 08.1989
- Cultivated strong customer relationships to enhance satisfaction and loyalty.
- Guided clients in selecting appropriate financial products tailored to individual needs.
- Streamlined account opening processes to improve efficiency and reduce client wait times.
- Mentored junior bankers on best practices for customer service and sales techniques.
- Analyzed customer financial data to offer personalized banking solutions and advice.
- Led initiatives to enhance compliance with regulatory standards in banking operations.
Bank Teller
First Interstate Bank of Texas, N.A.
02.1985 - 08.1988
- Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations.
- Assisted customers with account inquiries, providing exceptional service and resolving issues promptly.
- Managed cash drawer operations, maintaining accuracy in daily reconciliations and balancing procedures.
- Educated customers on banking products, enhancing their understanding and encouraging product adoption.
- Trained new tellers on operational procedures, fostering a collaborative team environment and skill development.
- Identified opportunities to streamline processes, improving transaction speed and customer satisfaction ratings.
Education
Associate of Arts - Fashion Merchandising
Northampton County Community College
Bethlehem, PA06-1983
Skills
- Word Perfect
- Microsoft
- Excel
- PowerPoint
- 10- Key
- Time management
Accomplishments
First Interstate Bank of Texas- "Employee of the Month" 1986 & 1989
Wells Fargo Bank- "Executive Circle Award Winner" 1997
Wells Fargo Bank- "Premier Performer" 2000
Wells Fargo Bank- "Team Member of the Month"- 2002
Wells Fargo Wealth Management (WIM) - "Golden Spoke Award" 2019
Timeline
Experience
Comerica Private Wealth
07.2022 - Current
Administrative Assistant
Wells Fargo Private Bank
08.2002 - 07.2022
Branch Manager
Wells Fargo Bank
02.2002 - 07.2002
Premier Banking Assistant
Wells Fargo Bank
06.2000 - 02.2002
Business Development Officer
Wells Fargo Bank
05.1999 - 06.2000
Branch Manager
Wells Fargo Bank
03.1997 - 05.1999
Customer Service Manager/Banking Officer
First Interstate Bank of Texas, N.A.
10.1993 - 03.1997
Branch Service Assistant
First Interstate Bank of Texas, N.A.
09.1992 - 10.1993
Loan Secretary
First Interstate Bank of Texas, N.A.
08.1989 - 09.1992
Personal Banker
First Interstate Bank of Texas, N.A.
08.1988 - 08.1989
Bank Teller
First Interstate Bank of Texas, N.A.
02.1985 - 08.1988
Associate of Arts - Fashion Merchandising
Northampton County Community College