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@sashatiwari
Results-driven financial professional with expertise in customer service.
United StatesI am a results-driven financial and administrative professional with extensive experience in customer service, financial management, and risk assessment. I excel at providing strategic financial advice and conducting in-depth financial analyses, ensuring high-net-worth accounts are managed with integrity and discretion. My skills in fraud prevention and regulatory compliance have been pivotal in optimizing banking operations and enhancing customer satisfaction.
Throughout my career at Wells Fargo, I have successfully opened and managed personal and business accounts, advised high-net-worth clients on investment strategies, and executed complex financial transactions while ensuring compliance with regulatory standards. My ability to cultivate strong client relationships through personalized financial solutions has been recognized as a key factor in driving operational efficiency and customer satisfaction.
In addition to my banking experience, I have developed strong leadership skills by supervising teams and providing coaching to enhance performance. I am committed to continuous improvement and am always looking for innovative ways to enhance financial accessibility and efficiency for clients.
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Work history, roles, and key accomplishments
Wells Fargo Bank N.A
Sep 2018 - Oct 2024 (6 years 1 month)
Opened and managed personal and business accounts, processed loan applications, and administered trust and estate accounts with precision and compliance. Advised high-net-worth clients on investment strategies, risk management, and wealth preservation.
Wells Fargo Bank N.A
Aug 2016 - Sep 2018 (2 years 1 month)
Supervised and supported a team of tellers, ensuring adherence to banking policies, operational procedures, and compliance regulations. Managed daily branch operations, including cash vault oversight, teller scheduling, and transaction approvals.
Wells Fargo Bank N.A
Aug 2014 - Aug 2016 (2 years)
Processed a high volume of customer transactions with accuracy and efficiency, including deposits, withdrawals, transfers, and payments. Provided exceptional customer service by addressing client inquiries and resolving account discrepancies.
Best Buy
May 2012 - Aug 2014 (2 years 3 months)
Provided expert customer assistance, resolving issues efficiently and enhancing customer experience. Trained and mentored new hires, ensuring compliance with company policies and customer service best practices.
Degrees, certifications, and relevant coursework
SUBachelor of Science, Business Administration, Concentration in Marketing
Currently pursuing a Bachelor of Science in Business Administration with a concentration in Marketing. This program focuses on developing strategic business acumen and marketing expertise.
NCAssociate of Science, General Studies
Completed an Associate of Science degree focusing on general studies. This foundational coursework provided a broad understanding across various academic disciplines.
United StatesYou can contact Sasha and 90k+ other talented remote workers on Himalayas.
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