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Julian H. Email & Phone Number

Financial Crimes Specialist at Wells Fargo at Wells Fargo
Location: Miami-Fort Lauderdale Area, United States, United States 9 work roles 1 school
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Current company
Role
Financial Crimes Specialist at Wells Fargo
Location
Miami-Fort Lauderdale Area, United States, United States
Company size

Who is Julian H.? Overview

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Quick answer

Julian H. is listed as Financial Crimes Specialist at Wells Fargo at Wells Fargo, a company with 246787 employees, based in Miami-Fort Lauderdale Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Julian H..

Julian H. previously worked as Financial Crimes Analyst at Wells Fargo and Sales and Marketing at Perfume Price. Julian H. holds Business Administration And Management, General from Broward Community College.

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Wells Fargo

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Profile bio

About Julian H.

I have gained valuable leadership, coaching, investigation, sales, and customer service skills from my work experiences for about 15+ years. As a Team Leader at Cocentrix, I coached and appraised team members, while my work as a Financial Crimes Specialist at Wells Fargo allowed me to handle complex claims investigations and identify patterns provide expertise to customers and employees. I also have experience in sales and marketing, where I exceeded revenue goals, KPI's and built effective relationships with customers and team members. I am also fluent in both English and Spanish, which enables me to communicate effectively with a diverse range of clients and team members. Overall, my diverse experience can bring value. My Key Skills: Customer Service and Communication, Data Analysis and Reporting, Project Coordination and Process Improvement, Coaching and Quality Improvement, Claims and Fraud Analysis, Problem Solving and Decision Making, Regulatory Compliance and Risk Management , Technical and Systems Proficiency, Organizational and Multi-Tasking and Sales and Marketing.

Current workplace

Julian H.'s current company

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Wells Fargo
Wells Fargo
Financial Crimes Specialist at Wells Fargo
san francisco, california, united states
Website
Employees
246787
AeroLeads page
9 roles

Julian H. work experience

A career timeline built from the work history available for this profile.

Financial Crimes Analyst

Current

Pompano Beach

  • Reviewed, verified and/or identified customer transactions to detect/prevent financial crimes activities, policy violations, and suspicious situations to mitigate and/or recover losses.
  • Monitored moderate to complex account activity which required research that may involve multiple transaction channels.
  • Performed general account handling functions such as close account determination, holds, restraints, etc.
  • Documented research findings and actions on cases for possible referrals for Suspicious Activity, Identity Theft Operations (ITO) and Suspected Financial Abuse.
  • Contacted customers and/or vendors to validate transactions.
  • Maintained files, records, databases and prepared standard/routine management reports.
May 2016 - Present

Sales And Marketing

Perfume Price

Pompano Beach Florida

  • Promoted excellent customer service to fulfill orders and maintain customer relationships.
  • Managed all South American and US-based customers.
  • Traveled to South America and domestically to meet customers and set new goals for the year as well as look for new opportunities and Build client relationships.
  • High level of understanding current market prices, price shifts and customer wholesale pricing.
  • Analyzed price lists and used excel to send new price lists and modify existing price lists to send to new and exciting customers.
  • Sent pallets and small parcels to customers domestically and internationally.
Apr 2014 - Feb 2016

Personal Cruise Consultant

Sunrise

  • Promoted sales to direct consumers by initiating calls, acting on leads and/or prospects to identify.
  • Established and maintained quality customer relationships by delivering exceptional customer service.
  • Built and maintained effective relationships with new and existing consumers.
  • Created consumer opportunities to promote and sell NCL products based on client travel history.
  • Learned in-depth industry and NCL company knowledge to articulate cruise product features.
  • Built rapport, identified and met customer needs and expectations, and followed up with consumers as necessary to close sales and meet/exceed revenue goals.
Oct 2013 - Apr 2014

Sales Team Lead

Convergys

Tamarc Florida

  • Coached team members on their performance on a regular basis, and wrote and delivered bi-annual performance appraisal and coached ensures Agent metrics are achieved, i.e., PTV, Schedule Adherence, Attendance.
  • Communicated positive and negative feedback, adapting coaching styles depending on the situation and audience.
  • Provided feedback that is specific and constructive and encouraging all team members in incremental performance improvement.
  • Develop relationships within the supporting business units to help resolve issues related to team members (e.g., Human Resources, WFM, Quality, etc.)
  • Able to take end-to-end ownership of employee issues that require liaison with others.
  • Use and promote Company recognition programs and understands the direct correlation between recognition and retention.
Aug 2009 - Oct 2013

Training Support Specialist

Convergys

Tamarc Florida

  • Instructed new hires, completed daily training administrative work.
  • Facilitated students' transition from training to work environment.
Sep 2008 - Aug 2009

Floor Support

Convergys

Tamarac, Florida

  • Assisted call center agents with inquiries and concerns.
  • Handled tasks such as price adjustments, supervisor calls and policy enforcement.
  • Contributed ideas for better customer service and productivity.
  • Participated in customer satisfaction initiatives.
  • Determined customer responses using scripts and sales processes.
  • Ensured timely and quality resolution of customer requests through effective communication with stakeholders.
Feb 2008 - Sep 2008

Service Operations Floor Leader

Convergys

Tamarac Florida

  • Minimized call abandonment rate through effective service level management.
  • Generated and managed reports.
  • Used IEX for schedule adherence and reporting to management.
  • Analyzed daily, weekly, and monthly reports and staffing.
  • Attended management meetings and conference calls.
  • Organized training and managed time off.
Sep 2007 - Feb 2008

At&T Sales Agent Convergys Corporation

Convergys

Tamarac, Florida

  • Built rapport with customers through courteous, friendly and professional greetings.
  • Clarified customer needs and confirmed understanding.
  • Resolved issues in one call.
  • Maintained accurate customer records.
  • Communicated effectively with program stakeholders for quick resolution of customer requests.
  • Transferred misdirected requests to relevant parties.
Feb 2005 - Sep 2007

Retail Supervisor

Jan 2003 - Oct 2005
Team & coworkers

Colleagues at Wells Fargo

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1 education record

Julian H. education

FAQ

Frequently asked questions about Julian H.

Quick answers generated from the profile data available on this page.

What company does Julian H. work for?

Julian H. works for Wells Fargo.

What is Julian H.'s role at Wells Fargo?

Julian H. is listed as Financial Crimes Specialist at Wells Fargo at Wells Fargo.

Where is Julian H. based?

Julian H. is based in Miami-Fort Lauderdale Area, United States, United States while working with Wells Fargo.

What companies has Julian H. worked for?

Julian H. has worked for Wells Fargo, Perfume Price, Norwegian Cruise Line, Convergys, and Albertsons.

Who are Julian H.'s colleagues at Wells Fargo?

Julian H.'s colleagues at Wells Fargo include Nancy Friedrichs, Lee Warnberg, Heidi Van Beek, Owen Williams, and Jeff Bach.

How can I contact Julian H.?

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What schools did Julian H. attend?

Julian H. holds Business Administration And Management, General from Broward Community College.

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