Tim Barger Email & Phone Number

Concord, California, United States

- Works closely with software developers and engineers to correctly convey business requirements and investigate or escalate blockers. - Works closely with middleware, micro-service and API providers to understand and utilize applicable functionality. - Interprets technical requirements documentation and system flows to utilize in analysis and application of system solutions. - Writes and updates technical specification documentation to reflect completed development.

Concord, California, United States

- Managed end user training (UAT) and testing of business processes for successful technology application releases. - Cultivated and maintained relationships with key business partners such as technology, compliance, service, operations, marketing, and product management through strong project management skills.- Evaluated new projects and business needs, translated technical issues, and identified and modeled test requirements. - Provided data analysis and created specific reporting requirements to determine process improvements and satisfy business requirements. - Supported Private Banking offices in operational standardization, business analysis, efficiency in operational processes, and risk mitigation.

Concord, California, United States

- Grew and maintained relationships within Wealth Private Banking and the broader Wells Fargo Enterprise to support strategic process, policy, and technology improvements.- Oversaw intake processes with internal departments to prioritize and build business cases for resolving key issues faced by employees and clients.- Analyzed client feedback to identify key themes and trends, providing actionable insights to business partners for improving client experience.- Collaborated with TPB Services & Operations, Business Architecture, and Online/Digital businesses to resolve suggestions impacting client and employee experiences.- Provided senior managers and the broader Wealth Management audience with communication updates on significant projects and current caseload.

Pleasant Hill, California, United States

- Led collaborations with key business partners in technology, compliance, service teams, operations, and product management to cultivate and maintain productive relationships.- Worked on projects to interpret business needs for Wealth Banking Operations Services, ensuring no unintended consequences to money movement and workflow applications.- Trained new employees in complex processes across various systems and applications.- Managed end user training (UAT) and testing of business processes to ensure successful release efforts.- Provided weekly and monthly reports and communications to inform employees of impactful events and prevent negative client and team member experiences.

Pleasant Hill, California, United States

- Resolved complex and escalated client issues in coordination with Private Banking team members, engaging upper-level management and business partners.- Led team members by developing and updating policies and procedures for new and existing functions.- Represented the business as a key partner on impactful projects, building relationships and collaborating across Wealth Management and the Wells Fargo Enterprise.- Coached and trained team members both inside and outside the organization, analyzing workflows to identify improvements and streamline processes.- Facilitated testing and piloting of new processes, providing project document and story reviews, providing feedback to identify and resolve potential errors, preventing client and team member impact.

Pleasant Hill, California, United States

- Collaborated with Private Bankers and Private Client Advisors with account administration and relationship management, virtually supporting the Wealth Management Banking front offices and clients of The Private Bank.- Liaised between clients, relationship teams, and bank departments to answer inquiries and resolve issues.- Supported internal clients by providing complex support services in account management, operations, documentation, customer service, and technical support.- Communicated detailed presentations and complex processes to various levels within the organization.- Developed and maintained effective working relationships across all bank departments to ensure seamless client experience.