Relationship Associate en Wells Fargo Bank
Achieved maximum levels of client satisfaction by delivering providing highest standard of customer service. Delivered expert-level and professional guidance to customers to meet their requirements. Analysed and addressed enquiries, discrepancies, and transactional errors by performing investigations for transaction inquiries. Collaborated with product partners and operations team, ensuring efficient and effective delivery of all services to clients. Supported country and relationship managers in business development and strategy execution to achieve organisational objectives. Improved overall operational efficiency by evaluating and mitigating potential risk. Assessed and reviewed product usage, volumes, and revenues to coordinate new services implementation. Held accountability for the maintenance and facility handling and office supplies and equipment procurement while maintaining proper stock levels. Coordinated with IT department on all office equipment and delivered direct administrative supports, including scheduling appointments, meetings, and events, booking travel, maintaining filing system, mailing and shipping packages, and updating contact database and employee list. Achieved recognition of customer service quality by Iberian and Portuguese customers. Enhanced market share payments from 8% to 18% for providing excellent customer service. Evaluated business continuation plan and provided effective recommendations for process improvement. Spearheaded vendor management and annual NRA vendor certification document project from start to end, ensuring successful completion within time and under budget.
Conocimientos y aptitudes
Inglés Fluido
Título universitario
Permiso de residencia
Experiencia
Estudios
Bachelor of Business Administration en Silliman University
Finalizado en 1985. Duración: 4 años.Otros datos:
Accomplished and customer-focussed professional with over 15 years of experience in relationship management and customer service within banking and finance sector. Demonstrated expertise in opening and managing customer accounts, providing excellent customer service, and examining and resolving potential issues. Skilled managing projects from start to end, developing and executing business continuation plans, and improving market share. Excellent interpersonal, negotiation, presentation, and communication skills along with proven ability to build and maintain long-lasting business relationships at all levels. Proven expertise in:
· Product Risk Assessment & Mitigation · Customer Satisfaction & Retention · Business Continuity Management · Cross-team Collaboration |
· Financial Planning & Analysis · Vendor & Supplier Management · Relationship Building · Team Training |