Tj Wright Email & Phone Number

Charlotte, North Carolina

 Collaborate with business and technology leaders to establish a foundational risk mitigation strategy and tactical approach that balanced long-term industry standard control frameworks Possess in depth business acumen and demonstrate ability to quickly assimilate to new knowledge Develop procedures and guidelines to facilitate risk management techniques Prepare risk-based reporting and presentations for technology and business leaders Implement several automated dashboards to measure risk utilizing Tableau programming

Charlotte, North Carolina Area

Oversee operations and transactions involving IRAs, which include but not limited to preparing transfers, distributions, rollovers, conversions, death claims, and closures in accordance with IRS compliance and bank policies  Managed workflow of 15 banking professionals in balancing priorities, providing backup support if needed and otherwise ensuring that all work is accomplished with an appropriate sense of urgency Increased IRA productivity by 20% over 6 months, which decreased customer call handle time by 55 seconds Ensured compliance with governmental regulations, including account over-contribution and early distributions Investigated potential revenue-saving opportunities and make recommendations to senior leadership

Charlotte, Nc

 Led review reconciliations of company accounts with various cash and securities custodians Analyzed over 85 accounts weekly with proactive customer service, problem-solving skills, and management Managed accounts in excess of $3.8MM  Achieved and maintain a customer service level of 100% through my interpersonal and EQ skills  Developed and managed the success of 300 new client relationships exceeding the company’s goal

Charlotte, North Carolina Area

 Compiled and validated data; reinforced and maintained compliance with corporate standards Executed test scripts with various data to view customized transactions process through FISERV Verified and validated accuracy of data through the generation of a variety of reporting techniques Ran and analyzed business reports to assist with the development of customer service and company’s goals

Charlotte, North Carolina Area

 Resolved product or service problems by clarifying the customer's complaint; determining the cause; selecting the best solution; expediting correction; following up to ensure resolution Managed and analyzed account transactions for accuracy and quality for banking clients  Identified and implemented new process plans to improve customer support service

Master Of Business Administration (M.B.A.), Public Relations, Advertising, And Applied Communication

Bachelor Of Applied Science (B.A.Sc.), Business, Management, Marketing, And Related Support Services

Activities and Societies: Judicial Board Member, Student Orientation Leader, Student Ambassodor, Residential Assistant.