* Collaborated closely with account managers to efficiently manage and administer complex and non-routine account portfolios within the Corporate Trust Services industry.* Provided technical guidance and mentorship to a team of Account Representatives, delegating assignments and ensuring their timely and accurate completion.* Demonstrated a strong sense of urgency in addressing and resolving issues that arose, ensuring minimal disruption to client accounts.* Monitored reporting processes to guarantee the timely and accurate completion of assigned tasks, maintaining a high level of data integrity.* Actively participated in team meetings, discussions, and activities, contributing ideas, experiences, and best practices to foster a dynamic and growth-oriented environment.* Played an instrumental role in various projects aimed at supporting business operations and networking groups, providing valuable insights into company culture and events.* Developed a proactive approach to understanding and addressing findings, employing preventive measures to minimize future errors and enhance overall operational efficiency.

* Delivered exceptional customer experiences by proactively building and nurturing relationships, understanding customers' financial goals, and offering appropriate products, services, and digital solutions.* Assisted customers with various requests, including opening new accounts, completing service requests, and submitting credit applications, ensuring a seamless and efficient banking experience.* Demonstrated sound judgment and adherence to defined policies and procedures, receiving guidance from managers while exercising autonomy in decision-making to provide optimal customer service.* Developed a deep understanding of bank products and services, allowing for effective identification of customers' needs and recommending suitable solutions.* Actively engaged with customers, displaying genuine care and commitment to building strong relationships based on trust and reliability.* Presented customers with personalized options for bank products and services, tailoring recommendations to align with their financial objectives.* Collaborated with other bankers and partners within the organization to refer customers with specific financial needs, ensuring comprehensive and holistic support.* Maintained compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations, adhering to all requirements and participating in ongoing training and development.* Met the Loan Originator requirements under Regulation Z (LO), ensuring full compliance with applicable regulations in mortgage-related transactions.

Completing various transactions such as deposits, withdrawals, checks, compliance training, monthly control tasks, security controls, auditory support and building relationship with clients to refer to other channels of Wells Fargo for growth.