TONI RAE AMOGAWIN
Buckeye,AZ
Summary
Account manager with 7 years of experience managing complex accounts and maintaining strict compliance for uniform transfers to minors act and individual retirement account cases. Conducts procedural reviews, mentors new staff, and resolves escalations to reduce errors. Applies process improvements to strengthen operational accuracy and client outcomes.
Overview
8
8
years of professional experience
Work History
ACCOUNT MANAGER
Discover Financial Services
06.2021 - Current
- Cross-Functional Collaboration: Partner closely with Special Processing, Compliance, and operational units to resolve complex escalations, streamline interdepartmental workflows, and ensure clear communication.
- Problem-Solving & Research: Serve as a primary technical and procedural troubleshooting resource, analyzing complex account discrepancies to connect dots across internal applications and operational teams.
- Process Improvement & Leadership: Chosen by management as the department’s subject-matter expert for process reviews, testing pilot programs, and providing actionable feedback to enhance workflow accuracy.
- Intake & Access Processing: Prioritize and manage high-volume intake requests across complex account types (Estate, Trust, UTMA, IRA), ensuring fast-paced execution and 100% adherence to procedural guidelines and risk mitigation protocols.
- Documentation & Training: Onboard and mentor new staff on documentation standards, audit requirements, and SharePoint navigation, ensuring departmental consistency and reduced processing errors.
BANK TELLER
Wells Fargo
Tempe, AZ
01.2019 - 01.2021
- Customer Relationship Management: Delivered frontline banking support to individual and business clients, ensuring accuracy in transaction processing and fostering strong client relationships.
- Regulatory Compliance: Ensured full compliance with financial regulations and bank policies, reviewing account documentation and maintaining audit-ready records.
- Cross-Functional Alignment: Collaborated with branch teams to promote financial products and streamline onboarding, consistently meeting branch deadlines.
Education
B.S. - BUSINESS ADMINISTRATION, Financial Management
San Sebastian College Recoletos De Cavite
Philippines04-2014
Skills
- Client relationship management
- Account and payment management
- Compliance and risk mitigation
- Data accuracy and reporting
- Process improvement and workflow management
- Troubleshooting and problem solving
- Technical tools and platforms
- Familiarity with Salesforce and CRM systems
- Internal CRM verification tools and document management systems
- Microsoft Office Suite proficiency
- Communication and collaboration
- Cross-functional teamwork
- Training and mentorship
- Adaptability and conflict resolution
- Critical thinking
- Basic knowledge of Slack
Personal Information
Title: Account Manager
Accomplishments
- Pinnacle Award recipient in 2026 for being a top performer.
- 2× Excellence Award recipient for high performance and leadership.
- Selected to participate in Agent+ program.
Timeline
ACCOUNT MANAGER
Discover Financial Services
06.2021 - Current
BANK TELLER
Wells Fargo
01.2019 - 01.2021
B.S. - BUSINESS ADMINISTRATION, Financial Management
San Sebastian College Recoletos De Cavite