Results-driven professional with over 10 years of customer service experience and 5 years in financial institutions. Demonstrates strong organizational and communication skills while managing significant responsibilities. Excels in both independent and collaborative settings, delivering under pressure.
Work History
QUALITY ASSURANCE ANALYST
4 Months
WELLS FARGO BANK | 05.2018 - 09.2018
Conducted outbound calls to provide targeted support for financial products.
Utilized retail banking expertise to interpret needs and/or research compliance throughout the QA process.
Navigated multiple computer systems with efficiency, demonstrating adaptability and resilience
Participated in weekly meetings with cross-functional teams to discuss progress updates, team challenges, and ensure alignment of project goals.
Enhanced product compliance with industry standards by diligently verifying adherence to regulatory requirements.
Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
Service Manager II
2 Years 5 Months
WELLS FARGO BANK | 12.2015 - 05.2018
Performed detailed analysis, maintained required documentation, filed suspicious Activity Reports (SARs), and acted as an escalation point for more complex transactions.
Conducted investigative research using appropriate tools and techniques to manage risk.
Acted as an escalation point when a more complex transaction was presented.
Reviewed transactions and made recommendations by asking questions in order to better understand our customers' needs.
Ensured daily compliance by adhering to audit operational regulations and guidelines.
Coached team members on deposit, withdrawal, and account maintenance procedures.
Lead Teller
1 Year 8 Months
WELLS FARGO BANK | 04.2014 - 12.2015
Ensured compliance with audit and operational regulations and guidelines by supporting the service manager with operations when needed.
Reviewed transactions and made recommendations based upon results.
Ensure compliance with audit and operational regulations and guidelines by supporting the service manager with operations when needed.
Ensured team members provided customers prompt and efficient transaction processing while providing WOW service.
Teller
10 Months
WELLS FARGO BANK | 06.2013 - 04.2014
Processed customer transactions.
Consistently achieved individual and team goals, achieving 80% or better.
Identified and made sales referrals.
Maintained compliance with audit and operations regulations and guidelines.
Provided customers with prompt and efficient transaction processing while providing WOW service.
Built rapport with all levels of business and its customers.
Customer Service Representative/ Sales Associate
3 Years
BLOCKBUSTER | 01.2010 - 01.2013
Proactively interacted with customers throughout the store.
Ensured store appearance was in compliance with ongoing marketing programs.
Processed transactions quickly and efficiently while utilizing the computerized point of sale system to complete both credit and cash transactions.
Maintained member accounts.
Assisted customers with title recommendations, promotions, and membership questions.