Chauntel Cota

Experience

• 

  Wells Fargo

  May 2010 - May 2012

  Lead Teller

  Under limited supervision, provides the same duties as the teller in addition to handling compliance of audit operations and regulatory issues.This includes workflow scheduling, transaction approval, teller training and/or teller supervision. Responded to inquiries/problems and may handle more complex services/transactions.

• 

  Lincoln Financial Group

  May 2012 - now

  I am responsible for providing high-level service to various internal and external customers. I assist managers with the day to day departmental responsibilities and operate in a fast-paced working environment that supports multiple markets, products, funds and variations within the market, under unique tax laws, SEC and FINRA rulings, as well as multiple administrative systems.Leadership•Assist with and drive resolution of escalated issues•Serves as primary point of contact and responsible for making decisions in managers absence•Prioritizes and monitors incoming work for the team to ensure completion of work within the established department service standards•Adjusts workloads as needed•Provides input into employees’ performance reviews•Identifies development opportunities and makes recommendations to management•Mentors and trains team membersCommunication•Proactively provides extra relationship support to our internal and external business partners through prioritization of issues and active communication•Educates internal and external customers when appropriateAction Oriented•Complies and reports metrics on a daily, weekly, and monthly basis•Partners with management to analyze metrics•Serves as department representative on various projects and committees•Partners with appropriate departments on resolving escalated issues posed by team members, management and customers•Assist in processing cues as needed•Keeps current and up-to-date on department procedures, systems, and guidelines•Maintains knowledge of all workflows, products, and functions Show less

  • Relationship Manager

    Dec 2019 - now

  • Team Lead

    Aug 2014 - Dec 2019

  • Case Specialist

    Dec 2013 - Sept 2014

  • Underwriter

    May 2012 - Dec 2013