Wendy T. Email & Phone Number

Saint Paul, Mn, Us

Minneapolis, Minnesota, United States

Strategic and data-driven advisor offering both routine and ad-hoc planning and strategy support for senior executives. Specializes in research, analysis, communication, point of view, strategic presentations, and data-driven assessment to support business plan activities and product transformation efforts

Minneapolis, Minnesota

Strategy and execution consultant governing high visibility and sensitive cross-functional programs that span multiple business units and vendors, enabling successful go to market product launches, client centric training experiences, fruitful sales enablement tools, and positive customer experiences.

Minneapolis, Minnesota

Supported large scale treasury management e-commerce implementation experience by building an internal quality and audit program to mitigate risk during secure exchange of business transactions, funds, and information over electronic channels through customers ERPs and Wells Fargo treasury management digital platform.

Led full-cycle treasury management projects from pre-sales through implementation supporting Commercial Banking clients for two Treasury Management Sales Consultants. Analyzed financial information to establish business requirements and supported clients across multiple levels of the organization. Managed pipeline, pricing models, cost-benefit analysis, implementation and customer onboarding experiences, and referrals while driving sales opportunities and serving as primary backup for the treasury management consultants.

Minneapolis, Mn

Managed a team of bank tellers, assisting with sales and service administration, processing transaction, approvals, and forecasting branch cash and supply needs, all while ensuring customer experience was seamless and escalations or customer issues were handled with care and excellence. Managed the full-cycle recruitment from sourcing, conducting interviews, negotiating salary offers, and on-boarding in a high-volume and fast-paced banking environment. Delivered new-employee orientation by conducting daily workshops and one-on-one coaching.

Minneapolis, Minnesota

Provided effective financial advice, credit, mortgage, and banking recommendations, established financial. relationship with customers and collaborated with additional lines of business to help customers succeed financially.