Job Search Status
Open to workDesired start date: Immediately
Open To Work
Toni Mullins
Midlothian
Work Preference
Summary
Sales enablement consultant at Wells Fargo Advisors specializing in risk assessment and application testing. Demonstrated success in improving operational efficiency and providing outstanding client service. Skilled in problem-solving and communication, leading to significant process enhancements and increased team performance.
Overview
35
35
years of professional experience
Work History
Sales Enablement Consultant- Platform Trading
Wells Fargo Advisors
Glen Allen
11.2021 - 12.2025
- Provided one on one platform couching and support for advisory applications
- Acted as subject matter expert on applications for field partners
- Identify opportunities for process improvements within scope of responsibilities or functional area
- Test applications in preparation for release updates
- Provided training for new employees
- Worked with Platform trading tools in a brokerage/investment setting with Advisory Platform and FA Directed Platform
Security Operations Service Specialist 3 - Wells Trade Control
Wells Fargo Advisors
Glen Allen
10.2015 - 08.2021
- Worked independently reviewing documents and accounts for completeness with efficiency and accuracy exercising sound judgement
- Adhere to department service agreements, prioritizing work to effectively process by required deadlines
- Demonstrated flexibility to meet business needs, and expertly executed advanced time management skills, prioritizing work and business needs.
- Process the following asset movement requests daily: Outgoing Wire Transfers, ACH, journals, IRA distributions and contributions, DRS and DWAC, DTC, ACATS, CHAMP, check requests and approvals
- Researched regularity and operational risks with transactions, having a keen eye for details
- Advanced computer application navigation skills, wisdom, BETA, SVP, right facts, nice engaged, share point and microsoft office - created and updated excel tracking sheets
- Developed, maintained and enhanced relationships through internal and external client contact
- De-escalated issues and provided conflict resolution in accordance to policy
- Performed quality control audits of process requests and monitored department reports
- Effectively communicated with management, demonstrated excellent interpersonal skills
WM Trust Associate 2
Wells Fargo Bank, N.A
Richmond
09.2014 - 10.2015
- Provide proactive client service and address client inquiries
- Execute daily transactions and controls/monitors the maintenance of records and files within company policies
- Interact with client, internal departments and/or external resources to research and resolve account issues for simple to complex accounts
- Provide basic administrative support such as phone coverage, calendar maintenance, and travel planning
Trust Closing Analyst
SunTrust Bank
Richmond
05.2011 - 04.2013
- Served as a centralized point for closing of all types of Wealth Management Accounts
- Analyzed Trust Documents to determine beneficiaries and proper distribution of trust assets
- Distributed assets as indicated in the Trust Document via wiring, ACH, issuance of checks and transfer of other assets to beneficiaries
- Created and provided assets spreadsheets which included cost basis information to other contra firms
- Worked with multiple Wealth Management systems including SEI, Excel Spreadsheets, Bank ACH System and outgoing Wiring System
Business Dept Phone Banker
Wells Fargo Bank
Glen Allen
01.2011 - 12.2011
- Answered incoming client calls, resolved problems, promoted and sold products and services.
- Responsible for responding to routine and complex inquiries.
- Handled complaints from clients regarding financial products and services.
Senior Operations Specialist (vault)
Wachovia Securities
Glen Allen
02.2001 - 03.2009
- Served as senior liaison to operations specialist, provided guidance and leadership in regards to outstanding and complex situations
- Responsible for daily activity reports, updated and wrote procedure manual for the department
- Organized and processed physical stock, forward stock to contra firms. Processed Foreign Stock and physical ACATS via ACATS system
- Trained new associates during mergers and acquisitions of other firms
Customer Service Representative/Teller Supervisor
F&M Bank
Emporia
08.1990 - 02.2001
- Responsible for daily operational activities, training and development of all tellers and areas
- Informed tellers of operational procedures, approved large currency transactions
- Researched and resolved escalated client issues regarding complex situations
Education
Associates Degree - Business Administration
Southside Community College
01.2001
Skills
- Risk assessment
- Asset management
- Problem solving
- Application testing
- Document review
- Quality control
- Effective communication
- Software navigation
Timeline
Sales Enablement Consultant- Platform Trading
Wells Fargo Advisors
11.2021 - 12.2025
Security Operations Service Specialist 3 - Wells Trade Control
Wells Fargo Advisors
10.2015 - 08.2021
WM Trust Associate 2
Wells Fargo Bank, N.A
09.2014 - 10.2015
Trust Closing Analyst
SunTrust Bank
05.2011 - 04.2013
Business Dept Phone Banker
Wells Fargo Bank
01.2011 - 12.2011
Senior Operations Specialist (vault)
Wachovia Securities
02.2001 - 03.2009
Customer Service Representative/Teller Supervisor
F&M Bank
08.1990 - 02.2001
Associates Degree - Business Administration
Southside Community College