Wendy G. Email & Phone Number

United States

Worldwide, Oo

• Leveraged AI-driven tools and data analytics to enhance the reliability of financial statements published by public companies by identifying and evaluating risks associated with IT information systems, cybersecurity, and internal controls.• Assisted in conducting high-quality client prospect meetings that included fact- finding, persuasive presentations, negotiations to sell Deloitte's audit analytics and internal control services to external audit clients.• Collaborated in the creation of audit planning documents outlining audit objectives, scope, deliverables, and timelines to ensure clarity and alignment with client expectations.• Served as a trusted advisor to clients, offering guidance on navigating complex regulatory environments and market demands, and assisting in the development of strategies to address emerging challenges and opportunities.

Worldwide, Oo

Bloomington, Illinois, Us

• Managed client relationships effectively through regular communication and rapport to understand their needs, and offer tailored insurance solutions to meet their needs.• Conducted customer outreach initiatives through various channels such as phone calls, emails, direct mail and CRM marketing campaigns to generate leads and foster stronger client relationships.• Conducted daily outbound calls to enhance customer retention and assist them with insurance related service requests.

San Francisco, California, Us

• Engaged with 500+ clients and assisted them with credit and deposit account openings, loan origination, online banking and other banking services.• Developed long-term relationships with high-quality clients and identified sales opportunities through a solution-sales approach while providing excellent customer service.• Initiated outbound calls to existing and potential customers using CRM data to identify sales opportunities and address customer needs proactively.• Cultivated and maintained strong relationships with existing customers, driving account expansion and revenue growth by identifying additional products and services to meet evolving needs, resulting in increased customer satisfaction and loyalty.

San Francisco, California, Us

As a teller at Wells Fargo I processed transactions with accuracy and efficiency while getting to know my clients. I assisted more than 30 customers daily and asked questions to get to know them on a personal level and build a long-term relationship. One of the the tasks I enjoyed the most was building personal relationships with clients and also educating them around digital banking options to make banking more convenient for them. By the end of my experience, many of our regular clients enjoyed being assisted by me because of my great customer service and excellent relationship building skills. In addition, part of my role was being a risk manager and being on the lookout for fraud activity and or counterfeit checks. I detected several suspicious and fraudulent activity, which in turns led to me protecting our customers and Wells Fargo as a whole.My greatest accomplishment was being nominated by management as a "Star Nominee" for providing excellent customer service.

Bachelor Of Business Administration - Bba, Accounting And Finance

Associate Of Science - As, Business Administration And Management, General

General Studies