Elaine Wheeler
Concord,NC
Summary
Highly organized professional with strong communication, analytical, and teamwork expertise. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking a proactive approach to identifying and addressing issues, focusing on optimizing processes, and supporting team objectives.
Overview
12
12
years of professional experience
Work History
Operation Analyst, Global Operations
Bank of America
07.2024 - Current
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Proved successful working within tight deadlines and a fast-paced environment.
- Supported internal audits and regulatory reporting by providing accurate transaction records and documentation.
- Investigate and resolve discrepancies in foreign currency wire transactions, ensuring accurately and timely processing.
- Monitor and analyze SWIFT and FEDWIRE payment messages to identify potential errors or compliance concerns.
- Ensure all transactions adhere to AML, OFAC, and banking regulatory requirements to mitigate financial risks.
- Perform reconciliation of foreign currency accounts, identifying and escalating outstanding payments.
Senior Treasury Advisor
Bank of America
12.2021 - 07.2024
- Provide exceptionally high level of professionalism and support to each client, while upholding company policies and procedures.
- Proficient in handling NACHA files, corporate wire, positive pay, and ACH Payments while ensuring compliance with industry standards and regulations.
- Skilled in processing electronic payments and managing associated documentation.
- Collaborate with cross functional teams to streamline payment processes, resulting in enhances efficiency.
- Ability to perform independent research, formulate results, draw conclusions and document, understand appropriate tools and technologies.
- Delivered client training services via Webex, Chat, Phone, and Email, contributing to improved client understanding.
- Suggested solutions to clients banking issues within CashPro application.
Customer Care Ambassador
Coca Cola Bottling Co Consolidated
06.2016 - 12.2021
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Created customer support strategies to increase customer retention.
- Cross-trained on Salesforce, CONA, SAP, and CCNNE sales databases, enhancing overall operational efficiency.
- Interacted across departmental lines to provide solutions that mutually benefited the company and client.
- Subject Matter Expert on company products, policies, procedures, and systems.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Premier Phone Banker
Wells Fargo
11.2012 - 06.2016
- Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
- Handled over 60 + incoming telephone calls, emails and chat requests regarding clients accounts.
- Alleviated call loads by educating customers about how to effectively navigate site tools and pages for future banking needs.
- Initiated fraud and dispute claims using CIV, resolving concerns of clients within Regulation E guidelines.
- Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
- Stayed current on changing products, services and policies to offer exceptional service to customers.
Education
Bachelor of Science - Psychology/ Political Science
Francis Marion University
Florence, SCMBA - Business Administration
Western Governors University
Salt Lake City, UT05-2026
Skills
- Operations Research
- Client Relationship Management
- Banking Relationships
- Treasury Management
- Compliance
- Problem Solving
- Banking Operations and Risk Mitigation
- Data Analysis & Process Improvement
- Foreign Currency Transactions & FX Settlements
- Anti-Money Laundering (AML) & Regulatory Compliance
- SWIFT (MT103, MT202, MT940) & Fedwire
Timeline
Operation Analyst, Global Operations
Bank of America
07.2024 - Current
Senior Treasury Advisor
Bank of America
12.2021 - 07.2024
Customer Care Ambassador
Coca Cola Bottling Co Consolidated
06.2016 - 12.2021
Premier Phone Banker
Wells Fargo
11.2012 - 06.2016
Bachelor of Science - Psychology/ Political Science
Francis Marion University
MBA - Business Administration
Western Governors University
Similar Profiles
Daniel NavaDaniel Nava
Lead Operations Representative at Bank of AmericaLead Operations Representative at Bank of America
Devi MaksutiDevi Maksuti
Personal Banker at Bank of AmericaPersonal Banker at Bank of America
Angelo VillarrealAngelo Villarreal
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America