Wendy Tunison
Peoria,AZ
Summary
Versatile professional with background in banking, finance, and quality assurance. Consistently exceed customer service standards while building and deepening relationships. Ready to tackle new challenges where talents will be valued and leadership growth is prominent.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Regional Banking Manager
Wells Fargo, NA
Goodyear, AZ
09.2008 - 04.2022
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Gathered and reviewed customer feedback to improve operations.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Business Specialist
Wells Fargo, NA
Phoenix, AZ
04.2011 - 10.2012
- Consistently built long-term relationships with existing and new customers.
- Connected to identify customer needs.
- Built relationships across business lines.
- Presented financial seminars to external partners
Personal Banker
Wells Fargo, NA
Phoenix, AZ
09.2009 - 04.2011
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Achieved consistent recognition as top sales performer.
- Conducted procurement outreach at prospective clients.
Teller
Wells Fargo, NA
Phoenix, AZ
09.2008 - 09.2009
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
Property Inspection Assistant
JT Associates
Phoenix, AZ
06.2003 - 09.2008
- Conducted and Documented In-Field Property Inspections of multi-family dwellings, assisted living and skilled living nursing facilities
- Developed reporting templates in accordance with HUD requirements for lender financing
Quality Assurance Analyst
Take Charge America
Phoenix, AZ
02.1997 - 08.2001
- Built database using eWitness program
- Performed audio assessment of service to evaluate conformance with quality standards.
- Reported problems and concerns to management.
- Conducted performance feedback to employees.
- Provided training to onboarding team members.
Retail Sales Associate
Herndon House / Leon's Furniture
Phoenix, AZ
07.1996 - 10.1997
- Greeted customers and helped with product questions, selections and purchases.
- Maintained clean sales floor and straightened and faced merchandise.
- Completed credit applications, scheduled deliveries, processed inventory, controlled lay-a-way and orders
Insurance Coding Specialist
Farmers Insurance Company
Phoenix, AZ
08.1989 - 07.1996
- Reviewed documentation from underwriters and coded insurance policies accordingly
- Personal Line and Fire Umbrella policies
- Worker's Compensation
- Commercial Insurance Bonds
Education
Associate of Arts - General Business
Maricopa Community Colleges - Paradise Valley Community College
Phoenix, AZ05.1997
Associate of Arts - General Business
Western International University
Tempe, AZ05.1997
Skills
- Performance Review
- Work Prioritization
- Corporate Social Responsibility
- Customer Service
- Compliance Assessments
- Sales Support
- Team-Building Leadership
- Employee Training Oversight
- Business Relationship Management
- Coaching and Mentoring
- Public Speaking
Affiliations
- Board Member - Hope Community Services (2018-21)
- Board Member - Wells Fargo Volunteers (2017-22)
- Published Supporter - Phoenix Children's Hospital (2016)
- Volunteer - UMOM New Day Centers (ongoing)
- Volunteer - United Way Project Connect (ongoing)
Certification
- Notary Public
- NMLS Mortgage Loan Officer License
- General Certificate of Insurance
- Licensed Credit Counselor - State of Michigan
Timeline
Business Specialist
Wells Fargo, NA
04.2011 - 10.2012
Personal Banker
Wells Fargo, NA
09.2009 - 04.2011
Regional Banking Manager
Wells Fargo, NA
09.2008 - 04.2022
Teller
Wells Fargo, NA
09.2008 - 09.2009
Property Inspection Assistant
JT Associates
06.2003 - 09.2008
Quality Assurance Analyst
Take Charge America
02.1997 - 08.2001
Retail Sales Associate
Herndon House / Leon's Furniture
07.1996 - 10.1997
Insurance Coding Specialist
Farmers Insurance Company
08.1989 - 07.1996
Associate of Arts - General Business
Maricopa Community Colleges - Paradise Valley Community College
Associate of Arts - General Business
Western International University
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