Jennifer Wright
Arvada
Summary
Experienced Banking Professional with a successful career in Executive and Sales Support, Customer Service and Management who possesses the skills necessary to ensure that Senior Leaders are supported to their fullest potential. Banking Career of 20+ years with 6 years of Executive Support. As of 2020, partner and collaborate on a daily basis with others at all levels to ensure organizational goals are attained and that Executive needs are met with a positive attitude and professional demeanor when dealing with stressful situations, deadlines and confidential or sensitive information. Possess excellent interpersonal, analytical, communicative and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success.
Overview
17
17
years of professional experience
2
2
years of post-secondary education
Work History
Executive Assistant
Wells Fargo Bank
Denver
02.2020 - 04.2026
- Managed executive calendars and scheduled appointments efficiently.
- Coordinated travel arrangements and itineraries for senior management.
- Prepared meeting agendas and took detailed minutes for discussions.
- Assisted with budget tracking and expense reporting processes.
- Facilitated communication between executives and internal teams effectively.
- Organized company events and team-building activities seamlessly.
- Maintained confidential records and files related to executive operations.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Assisted in organizing conferences, seminars and other events as directed by the executives.
- Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
- Set up meeting and event logistics for senior management and updated calendars.
- Made travel arrangements to provide executives seamless and travel policy-approved business trips.
- Greeted visitors warmly upon arrival at the office premises.
- Managed and tracked expenses to meet company budget requirements.
- Managed all aspects of catering needs for special events hosted by the organization.
- Facilitated communication between senior management and staff.
- Monitored inventory levels of office supplies and placed orders when necessary.
- Handled confidential information with discretion and integrity.
- Facilitated communication between different departments within organization.
- Compiled meeting agendas and supportive materials ahead of meetings.
- Coordinated multiple schedules using online calendaring system.
- Took detailed notes in meetings and disseminated information afterward.
Treasury Management Sales Analyst
WELLS FARGO BANK
Denver
04.2015 - 02.2020
- Provide daily sales and administrative support to 2 Treasury Management Sales Consultants.
- Administrative duties include but not limited to: Managing calendars and making/changing travel arrangements, Coordinating and setting up internal partner and external client meetings, Reserving meeting spaces via spacefinder, Planning and organizing Team Lunches/Dinners/Recognition Events/Holiday Events, Retaining receipts and submitting expense reports, Order necessary supplies for Denver Treasury Team.
- Coordination of participation and logistics of local holiday volunteer event for the Denver Treasury Team to volunteer at on an annual basis as well as the volunteer event for our 2019 Team Offsite.
- Regularly partner with WF Events Team for customer facing events to ensure logistics of Lunch and Learns and Treasury Insights Events continues to improve each year by proactively providing feedback and suggestions to ensure a seamless event and also take on completion and delegation of any on site prep the day before the event.
- Communicate effectively with Customers and all Internal Partners including Implementation Coordinator, Relationship Manager, and Relationship Associate to make sure products and services are correct from conception to implementation.
- Met weekly significant deadlines as part of a large scale special project for Cash Vault Remediation during Q2 2019.
- Successfully supported the Houston/Louisiana Treasury Team for Q3 2019 who sit in a different time zone and location.
- Setting up external client calls at customers place of business in which tasks include: compiling reports, agenda, account structure, analysis statements and also organize internal pre plan meetings/post plan meetings for Client Treasury Reviews.
- Build rapport and engage with internal Team Members to make sure that working partnership is a top priority.
- Prioritizing activities based on customer impact including pricing, booking, updating account structures, submitting WICE requests, and planning meetings.
- Lead weekly Implementation Calls with the Implementation Coordinator to make sure all parties are aware of what is happening with the customer from submission for services to completion and keep customer updated accordingly.
- Make sure that pricing is correct for all completed deals and that reporting is accurate.
- System knowledge of WICE, UAM, SVP, Hogan, Account Analysis, Profitmax, Phoenix, Outlook, Excel, Powerpoint, Microsoft Word.
Business Associate
WELLS FARGO BANK
03.2012 - 04.2015
- Provide daily sales and administrative support to 2 Business Relationship Managers and a Business Administration Manager.
- Administrative Duties included: Managing Calendars, Booking Travel arrangements including Car Rental, Hotel Stays and Airline Reservations. Coordinating Internal Partner Meetings and External Client Meetings. Making Catering arrangements and lunch/dinner reservations for various meetings. Collecting and retaining receipts and submitting expense reporting.
- Partnered closely with Business Administration Manager to prep for and organize all team events throughout the year including planning all food/drinks/gifts for quarterly recognition receptions.
- Multitask and organize daily priorities including opening new accounts, servicing existing accounts and completing credit fulfillment based on customer impact.
- Utilize numerous resources such as Treasury Management Client Services and Banker Connection throughout the day to complete customer requests with accuracy and urgency.
- Provide follow up to Relationship Manager and Customer from implementation to completion on every service and sales request.
- Train and Mentor new Business Associates to help onboard them until they become familiar with the role.
- Knowledge of over ten different operating systems including SVP, UAM, AES and Blast.
Personal Banker
WELLS FARGO BANK
07.2011 - 03.2012
- Same duties as Personal Banker description below.
Service Manager
WELLS FARGO BANK
11.2008 - 06.2011
- High profile management position accountable for hiring, training, scheduling and developing an entire team of 10+ tellers to exceed quarterly sales and service standards set by the company.
- Coach teller team on sales and service opportunities for new and existing customers through profiling and building rapport with lobby clientele.
- Uphold highest standards of customer service to all patrons by making sure customers are 100% satisfied with their transactions and service they receive while at the bank through face to face contact or a follow up phone call after their visit to the branch.
- Counsel high net worth individuals and maintain confidentiality with regard to making sure they are.
Education
Bachelor of Science - Psychology
California State University, Channel Islands
Camarillo, CA 08.2005 - 05.2007
Skills
- Calendar management
- Travel coordination
- Budget tracking
- Document preparation
- Event organization
- Problem solving
- Team collaboration
- Attention to detail
- Conflict management
- Executive support
- Resourceful
- Schedule & calendar planning
Accomplishments
- Top Deal Support Award-October 2015
- Quarterly Best Shot Awards-All quarters from 2015-2019
- Star Performer Award-Q1 2016
- PVSI Top Performer Award-2018
- Stellar Award-Q2 2019
Timeline
Executive Assistant
Wells Fargo Bank
02.2020 - 04.2026
Treasury Management Sales Analyst
WELLS FARGO BANK
04.2015 - 02.2020
Business Associate
WELLS FARGO BANK
03.2012 - 04.2015
Personal Banker
WELLS FARGO BANK
07.2011 - 03.2012
Service Manager
WELLS FARGO BANK
11.2008 - 06.2011
Bachelor of Science - Psychology
California State University, Channel Islands
08.2005 - 05.2007