I have been with Wells Fargo for almost 8 years, working in two different departments. I spent nearly 3 years in the Credit Card department and 1 year and 7 months in Treasury Management, a full back-office role. In these roles, I frequently used Excel, including macros and formulas, to streamline our work and adhere to our SLA.
I am responsible for setting up team meetings, booking rooms, advising participants of the schedule, sending invites, and ensuring all participants are available and can attend.
I perform thorough research and analysis of acquired information from multiple sources, identify trends through tracking and monitoring client portfolios to ensure compliance, identify exceptions, and suggest products, procedures, or services that may streamline client interactions. Additionally, I identify and resolve client issues and requests.
I have extensive experience as a cold caller sales representative at Pantheon Concept, where I engage with professionals managing online payday loans and those who are diabetic, as well as in the real estate sector.