Trina Wahezi
South Riding
Summary
A seasoned banker with a strong drive to expand knowledge and make a meaningful impact through work. Leveraging diverse experience and skills, actively engages with team members to ensure an exceptional customer experience and foster crucial business relationships. Committed to delivering top-notch service, dedicated to continuously enhancing expertise in the industry to drive success for both the organization and its clients.
Overview
14
14
years of professional experience
Work History
Member Service Representative III
Northwest Federal Credit Union
06.2022 - Current
- Facilitated member service transactions and supporting services to positively impact member experience, sales and service expectations
- Used knowledge of products and services to achieve sales goals by identifying opportunities with new and existing members
- Maintained and adhered to policies and procedures listed and enforced by the Credit Union and the law
- Protected member assets against fraud and scams by following security and operational procedures
- Assisted members with financial transactions such as: Deposits/withdrawals, Loan payments and payoffs (mortgage, personal, credit cards, etc.), Member Applications (mortgage, personal, credit cards, etc.), Fraud and dispute, Check deposits/cashing, Opening and closing accounts, Opening Business accounts
- Coached and assisted fellow colleagues with transactions listed above
- Worked successfully in teams on projects for the branch and to better the member experience
Home Preservation Jr. Specialist
Wells Fargo Bank
09.2020 - 01.2022
- Provided assistance to inbound and outbound mortgage customers regarding forbearance assistance
- Mastered MSP, ACES, SWD, SOFTPHONE, and CISCO JABBER
- Easing customer worries about mortgage concerns by providing in depth information to their questions and demonstrating empathetic reassurance
- Resolving and escalating complex customer issues
- Ability to work with limited supervision and take control of customer issues
- Assisted customer during COVID relief
- Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
PPP Specialist
Wells Fargo Bank
03.2020 - 09.2020
- Provided assistance with loan document review, loan stipulation review, fixing stipulation and provided underwriting help
- Ability to grasp complex business issues quickly, recommend solutions, and drive for resolutions
- Mastered systems on HOGAN, ICMP, MSP, BDCMS and LEXISNEXIS
- Attended daily huddles with all team members making sure we were staying on top of deadlines and new assignments
Personal Banker
Wells Fargo Bank
02.2017 - 03.2020
- Establish personal and business accounts and managed client portfolios, providing solutions throughout the development of financial planning, aligning clients with products and services within the bank including loan generation and investment referral, in compliance with confidential and legal policies and procedures
- Develop strong business relationship with banking partners and mentor colleagues, providing training support to improve team operations
- Increase client loyalty through providing exceptional service and financial need analysis, collaborative efforts to maximize service options, and identification of technical exceptions within banking system to provide solutions and reduce risk
- Effectively able to use critical thinking and judgement when dealing with up to 10 customers daily, with regards to; opening accounts, account maintenance and approvals on teller sides
- Being a Wells Fargo At Work Advocate and spreading literacy to community through community outreach and being more involved in the schools
- This allows us to demonstrate that we are here to help others in the community by helping them reach their financial goals
- Provide mentorship and coaching to new bankers, by giving consistent feedback through observations and weekly meetings
Customer Success Representative
Wells Fargo Bank
02.2016 - 02.2017
- Contributed to accomplishing branch's business development plan, providing products and services to increase client income and firm's revenue, while providing high-quality customer services
- Performed sales activities, cross-selling bank products and services, and positioning investment and loan referrals
- Addressed customer needs and inquires, offering informative product insight and service recommendations to fit customer expectations
Bank Teller
Wells Fargo Bank
06.2015 - 02.2016
- Directly interfaced with customers, conducting transactions and supporting clients' fiscal needs and objectives
- Processed high-volumes of confidential cash handling transactions including deposits, withdrawals, checks, money orders, and collecting loan payments
- Implemented effective adherence of regular corporate and legal processes, and safely securing bank and client assets
Office Director
Centreville OBGYN
12.2010 - 06.2015
- Assign and monitored administrative, clerical and secretarial responsibilities and tasks
- Train staff and assisted patients with all cosmetic procedures
- Oversee all financial aspects of the office including billing, invoices, and expenses
- Coordinate office staff activities to ensure maximum efficiency
- Recruit and hire staff, evaluate and manage staff performance
- Implement procedural and policy changes to improve operational efficiency
Education
Bachelor of Occupational Therapy -
San Jose State University
San Jose, CA06.2001
Associate of Art - Business Administration
Chabot College
Hayward, CA06.1999
Skills
- Strong analytical skills
- Attention to detail
- Accuracy
- Excellent verbal communication
- Excellent written communication
- Interpersonal communication skills
- Problem solving
- Relationship building
- Coachable
- Willingness to learn
- Willingness to grow
- Dedicated
- Hardworking
Timeline
Member Service Representative III
Northwest Federal Credit Union
06.2022 - Current
Home Preservation Jr. Specialist
Wells Fargo Bank
09.2020 - 01.2022
PPP Specialist
Wells Fargo Bank
03.2020 - 09.2020
Personal Banker
Wells Fargo Bank
02.2017 - 03.2020
Customer Success Representative
Wells Fargo Bank
02.2016 - 02.2017
Bank Teller
Wells Fargo Bank
06.2015 - 02.2016
Office Director
Centreville OBGYN
12.2010 - 06.2015
Bachelor of Occupational Therapy -
San Jose State University
Associate of Art - Business Administration
Chabot College
Similar Profiles
Alyssa QuintanaAlyssa Quintana
Chief Operating Officer at United Northwest Federal Credit UnionChief Operating Officer at United Northwest Federal Credit Union
Cameron HubbardCameron Hubbard
Member Service Representative at Northwest Federal Credit UnionMember Service Representative at Northwest Federal Credit Union
Alexis Turcios ReyesAlexis Turcios Reyes
Member Service Lead at Northwest Federal Credit UnionMember Service Lead at Northwest Federal Credit Union