Amy Carrillo

Amy Carrillo Email and Phone Number

Client Services Manager @ Citizens Private Wealth
Vallejo, CA, US
Amy Carrillo's Location
Vallejo, California, United States, United States
Amy Carrillo's Contact Details

Amy Carrillo work email

Amy Carrillo personal email

About Amy Carrillo

What motivates me most is solving problems and helping others. I believe that problem solving is a critical part of growth and that success is determined by what you do for others. It is all about building connections, development, and looking at challenges as an opportunity to drive improvement.I've been able to do that throughout my extensive career in the financial industry based on my ability to think of creative solutions and adapting to circumstances. This also led me to completing the UC Berkeley Extension Technology Program Management program where I have expanded my project and program management skills. In my most recent role as a Business Execution Consultant at Wells Fargo Bank, I have been able to improve process in customer experience and risk management by analyzing trends through operational reports and branch inspections to identify and mitigate issues. I consult leadership with strategy and insight to make decisions that align with internal policy and procedures. This effort has led to several years of satisfactory risk performance in the district I cover. What makes me good at solving problems is the ability to deconstruct an issue and get to the root cause. This happens by analyzing and assessing the issue, documenting the risks, coordinate solutions cross-functionally, and communicate risks to senior leadership. The end game - mitigate the risk! I work well with technical teams, subject matter experts, and leadership...taking the issue across the lifecycle - from identification to mitigation. With skills and experience using Scrum, Kanban, Waterfall, and Agile, along with program management tools (Wrike, Trello, Monday.com, Jira, Confluence, and Asana), I use my Professional Scrum Master (PSM) certification to manage programs and projects through the lifecycle.

Amy Carrillo's Current Company Details
Citizens Private Wealth

Citizens Private Wealth

View
Client Services Manager
Vallejo, CA, US
Website:
citizensbank.com
Employees:
22674
Amy Carrillo Work Experience Details
  • Citizens Private Wealth
    Client Services Manager
    Citizens Private Wealth
    Vallejo, Ca, Us
  • Jpmorgan Chase & Co.
    Training And Integration Specialist
    Jpmorgan Chase & Co. Jun 2023 - Present
  • First Republic Private Wealth Management
    Training And Integration Specialist
    First Republic Private Wealth Management Nov 2022 - Jun 2023
    -Drive all training related activities necessary to onboard new hires and ensure proficiency with systems, policies and procedures and act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations team.
  • Wells Fargo
    Business Execution Consultant
    Wells Fargo Jan 2021 - Jun 2023
    Concord, California, United States
    -Risk management leader with expert knowledge of policies and procedures.-Identify and analyze risk action items and guide management to branch adherence of risk and regulatory requirements.-Professional and detailed written and verbal communication skills.
  • Wells Fargo
    Regional Services Consultant
    Wells Fargo May 2018 - Jan 2021
    Concord, California, United States
    Risk management consulting of risk trends and operational compliance to ensure quality assurance
  • Wells Fargo
    Branch Manager
    Wells Fargo Feb 2017 - May 2018
    San Mateo, Ca
    Directed a team of 12 that included tellers, bankers and specialty bankers that delivered product sales and services to customers.
  • Wells Fargo
    Service Manager
    Wells Fargo Jan 2013 - Feb 2017
    Served as a member of the branch management team that supported customer and employee experience with accountability for managing a staff of 10 tellers. Managed the completion of daily operational tasks.

Amy Carrillo Skills

Leadership Policies And Procedures Team Building Consulting Banking Sales Microsoft Powerpoint Customer Satisfaction Financial Risk Loss Prevention Management Consulting Microsoft Office Microsoft Word Operations Management Risk Management Microsoft Excel Training Time Management Microsoft Outlook Customer Service Regulatory Compliance Management Coaching Fraud Prevention Retail Banking

Amy Carrillo Education Details

  • Uc Berkeley Extension
    Information Technology Project Management
  • Heald College-San Francisco
    Heald College-San Francisco
    Business Administration And Management, General

Frequently Asked Questions about Amy Carrillo

What company does Amy Carrillo work for?

Amy Carrillo works for Citizens Private Wealth

What is Amy Carrillo's role at the current company?

Amy Carrillo's current role is Client Services Manager.

What is Amy Carrillo's email address?

Amy Carrillo's email address is am****@****ail.com

What schools did Amy Carrillo attend?

Amy Carrillo attended Uc Berkeley Extension, Heald College-San Francisco.

What skills is Amy Carrillo known for?

Amy Carrillo has skills like Leadership, Policies And Procedures, Team Building, Consulting, Banking, Sales, Microsoft Powerpoint, Customer Satisfaction, Financial Risk, Loss Prevention, Management Consulting, Microsoft Office.

Who are Amy Carrillo's colleagues?

Amy Carrillo's colleagues are Christopher Martinez, Mohamed Mazini, Lisa Rotondo, Lily Rose Rodri, Patty Clancy, Tammy Gaspas, Paul Carbone.

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