Tra'Nisha Willrich
Houston,TX
Summary
Accomplished Retail Bank Manager with 9 years experience of coaching and developing team members in pursuit of career advancement and delegating job duties in relation with serving customers' financial needs. Experienced in communication with related business partners associated with workplace compliance, risk management and customer financial needs. Pursues to execute the misson of embracing diversity, equality and inclusion with the involvement in multiple networking connection groups and community service events. All work experience has been developed in retail, customer service, and managerial skills with a passion to serve and support others financially.
Overview
13
13
years of professional experience
Work History
Business Execution Consultant
Wells Fargo Bank, N.A.
Houston, TX
12.2021 - Current
- Assisted in developing new methods for data collection and analysis techniques.
- Organized meetings between stakeholders to discuss project details and timelines.
- Developed and implemented customized strategies to meet client needs.
- Conducted research and analysis of market trends, customer behaviors, and competitive landscape.
- Collaborated with clients to develop action plans to address specific challenges and objectives.
- Facilitated training with cross-functional teams to review current practices related to innovation and growth opportunities.
- Identified potential risks associated with proposed solutions or projects.
- Maintained strong relationships with key stakeholders throughout the duration of the project lifecycle.
Business Support Associate
Wells Fargo
05.2020 - 12.2021
- Maintain working knowledge of dozens of products and services in order to best meet branch's needs
- Assist and support Safe Deposit Services(SDS) leadership and other team members in simplifying work related strategies
- Construct essential documentation using Microsoft Excel and Adobe Acrobat
- Creates folders for organizing various documents of Branch Responses for multiple states and AU's
- Identify and assess errors found in essential documentation in relation to the Safe Deposit Services procedures and guidelines using SharePoint
- Manage day to day requests and inquiries performed in Contact Us application from Branch Banking and Records Management and Safe Deposit Box Clean-up via email or personal phone contact
- Assist with other BCRP and Record Management related special projects as required and completes multiple Safe Deposit Service projects in a timely manner
- Provide multiple monthly reporting for Branch Banking Physical Record Retention activities.
Service Manager 1
Wells Fargo Bank
Houston, TX
03.2013 - 03.2020
- Facilitated conflict resolution between team members and customers
- Conducted weekly meetings with tellers and facilitated their evaluation process.
Teller
Wells Fargo Bank
06.2011 - 03.2013
- Selected as District Ambassador for outstanding performance as a teller
- Selected as Risk Manager Advocate for branch
- Completed lead teller training
- Recognized by customers for outstanding customer service
- Identify and initiate cross-selling opportunities to increase overall profits
- Maintained mandatory quarterly sales quota of 90 customer products
- Assisted customers with banking needs and concerns
- Developed teller transaction error research skills by utilizing SVT and various resource tools on Branch Portal
- Balance teller drawer at the end of each shift
- Record balances and transactions with accuracy and attention to detail
- Buy and sell domestic and foreign currency.
Education
High School -
Charles H. Milby Senior High
05.2006
Major in Business- Finance and Accounting -
University of Houston
Major in Business- Finance and Accounting -
Houston Community College
Bachelor of Science - Biblical Studies
College of Biblical Studies-Houston
Houston, TXSkills
- Staff Management
- Performance Tracking
- Goal Setting
- Analytical Thinking
- Client Relationships
- Forecasting and Reporting
- MS Office
- Adobe Acrobat
Timeline
Business Execution Consultant
Wells Fargo Bank, N.A.
12.2021 - Current
Business Support Associate
Wells Fargo
05.2020 - 12.2021
Service Manager 1
Wells Fargo Bank
03.2013 - 03.2020
Teller
Wells Fargo Bank
06.2011 - 03.2013
High School -
Charles H. Milby Senior High
Major in Business- Finance and Accounting -
University of Houston
Major in Business- Finance and Accounting -
Houston Community College
Bachelor of Science - Biblical Studies
College of Biblical Studies-Houston
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