Char Beck

Experience

• 

  Wells Fargo

  Aug 2004 - now

  Oversee the relationship of our customers for Wells Fargo’s Emerging, Middle Market and MID-CORP segments. This includes leading my team of Relationship Associates who partner with the Relationship Manager to ensure our customers are taken care of. Together we manage the customers commercial products including onboarding new accounts, treasury products, and helping the customer with their day-to-day needs. I also handle escalated or complex situations to ensure resolution for the customer. Work on projects improve the customer experience and our internal process and procedures. Ensure that the office is following all compliance and banking regulations. Manage the office workspace including hospitality for guests or team members, mailroom, office supplies and workspace needs. Assist with offsite events for team members or customers. Partner and support with other leaders to ensure our teams are working together and creating a cohesive workplace. Work on my own develop to improve my skills through trainings, conferences, and continuing education. Show less Responsible for leading the day shift team of a 24x7 service center. Collaborating with my team and my peers, to help improve group performance and process improvements, while keeping the customer experience in mind. Resolving complex problems and inquires for the customer, internal partners, or team members around the Commercial Card product, while escalating when appropriate. Communicate with leadership, partners, and the customer during resolution efforts of large or complex situations. Establishing and maintaining staffing requirements including interviewing and hiring new talent. Developing, coaching, setting goals, and monitoring results for my team members to help them increase their knowledge and skills. Working with HR and delivering corrective action for more serious offenses to team members. Giving recognition to the team or a team member when they achieve their goals, or for birthdays and anniversaries. Ensuring that the service team is in compliance with government regulations and company policies. Work on my own develop to improve my skills through trainings, conferences, and continuing education. Show less Responsible for assisting the team and manager with daily tasks. Assisting the team with questions. Assisting management to resolve complex problems and inquiries around their Commercial Card. Assist with quality monitoring of the team to ensure the customer experience and expectations are met. Preparing reports and stats that summarize the results of a team member, and making recommendations to improve the team member’s performance. Assist management with developing and coaching of team members which would include reviewing stats and training team members. Assist in hiring and staffing needs. Work directly with own cliental and acting as liaison between client and bank operations. Training clients on products and services. Answering phone calls from clients or work maintenance from the clients which included general maintenance of account, inquiries, and complex research. Show less Responsible for a set group of clients, and acting as liaison between client and bank operations. Train my clients on products and services, company policies, procedures and regulations. Introduce and train new clients on products and services. Answering phone or work maintenance from the clients in regards to their HSA, FSA, and HRA. This included general maintenance of account, inquiries, and complex research. Prepare documents and run reports for clients. Track and monitor portfolio on an ongoing basis for compliance. Review and improve processing guides. Train new hires on products, and how to service our clients. Show less Responsible for assisting the team and manager with daily tasks. Assist in hiring and staffing needs. Provide coaching, training, and mentoring to team members. Find new ways to increase efficiencies. Documenting processes and creating procedures for training materials, and creating help sets for team member’s day to day work. Developed and implemented training for local team as well off site team members. Facilitated training for new hires. Review and audit team member work for quality and assurance. Oversee team projects to ensure deadlines are met. Developed tracking tools to monitor employee performance. Took calls from customers and internal partners to assist them in resolving complex issues. Show less Responsible for assisting the team and manager with daily tasks. Assist in hiring and staffing needs. Provide coaching, training, and mentoring to team members. Find new ways to increase efficiencies. Documenting processes and creating procedures for training materials, and creating help sets for team member’s day to day work. Developed and implemented training for local team as well off site team members. Facilitated training for new hires. Review and audit team member work for quality and assurance. Oversee team projects to ensure deadlines are met. Developed tracking tools to monitor employee performance. Took calls from customers and internal partners to assist them in resolving complex issues. Show less

  • Executive Director, Business Relationship Support Senior Manager

    Nov 2019 - now

  • Vice President, Treasury Service Manager

    Jun 2013 - Nov 2019

  • Treasury Service Team Lead of Commercial Cards

    Jun 2011 - Jun 2013

  • Dedicated Client Service Officer 2 of Commercial Cards

    Jan 2009 - Jun 2011

  • Team Lead/Service Support Specialist 3 of Health Benefit Services

    Sept 2007 - Jan 2009

  • Lead Teller

    Aug 2004 - Sept 2007