Devon Trubee
Treasury Management Support Analyst at Wells Fargo
- Role
- Treasury Management Support Analyst at Wells Fargo
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Devon Trubee
Treasury Management professional with experience supporting government banking sales…
Experience
Treasury Management Support Analyst
Dec 2022 — Present · Scottsdale, AZ, US
Support treasury management sales and operations by analyzing data, identifying process improvements, and ensuring compliance with policies and procedures. Serve as a key liaison between internal teams and stakeholders to drive efficiency and enhance customer experience.• Sales Support & Prospect Research: Assist Treasury Management Sales Consultants by gathering and summarizing prospect information to support client acquisition efforts.• Process Improvement: Identify and recommend efficiency improvements within assigned responsibilities to enhance workflow and operational effectiveness.• Operational Analysis & Risk Assessment: Review and research tactical operational assignments, evaluating alternatives related to low-to-medium risk deliverables to support business objectives.• Problem-Solving & Decision-Making: Present recommendations for resolving complex situations, exercising independent judgment while adhering to company policies, procedures, and compliance requirements.• Stakeholder Communication: Provide critical information and insights to internal teams, functional colleagues, and stakeholders, ensuring seamless collaboration between internal and external customers.
Education
Paradise Valley Community College
Business Administration, Management and Operations
Arizona State University
Bachelor of Arts - BA
Skills
- Hiring
- Retail Sales
- Retail
- Retail Banking
- Driving Results
- Team Leadership
- Loss Prevention
- Visual Merchandising
- Fashion
- Employee Training
- Inventory Control
- Merchandising
- Store Management
- Time Management
- Call Center Development
- New Store Openings
- Store Operations
- Customer Service
- Window Displays
- Team Building
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