Joshua Hamann
Sioux Falls,SD
Summary
Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.
Overview
8
8
years of professional experience
1
1
Certification
Work History
PERSONAL BANKER
Wells Fargo
08.2023 - Current
- Maintained consistent 100% compliance with account qualification and information requirements.
- Cultivated strong customer relationships through personalized financial advice and tailored banking solutions.
- Streamlined account opening processes, enhancing customer experience and reducing wait times.
- Managed complex transactions with precision, ensuring adherence to regulatory requirements and bank policies.
- Conducted comprehensive needs assessments to match clients with optimal banking products, boosting customer satisfaction.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed loan applications, ensuring compliance with financial regulations and internal policies.
- Analyzed transaction patterns to identify potential fraudulent activities.
- Managed complex cases involving identity theft, credit card fraud, and other forms of financial crime, resulting in successful resolution for affected customers.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
FIELD COMPLIANCE AUDITOR
Independent Contracting
03.2021 - Current
- Conducted comprehensive audits to ensure compliance with regulatory standards and internal policies
- Developed detailed audit reports identifying areas for improvement and risk mitigation strategies.
- Evaluated customer service quality through detailed assessments and feedback reports.
- Analyzed competitor offerings to inform strategic insights and recommendations.
- Supported the development of more relevant marketing strategies through insights into consumer preferences, needs, and behavior patterns observed during secret shopping assignments.
- Ensured compliance with company policies and guidelines by evaluating employee adherence to established protocols.
- Enhanced customer experience by conducting thorough evaluations of employee performance and store conditions.
CORRESPONDENCE SPECIALIST III
Total Card Inc.
04.2020 - 06.2021
- Streamed lined a manual calculation process to simplify accuracy and improve efficiency overall updating the procedure of the task by partnering with management and QC.
- Managed high-volume correspondence to ensure timely responses and maintain customer satisfaction.
- Managed data entry tasks with high accuracy, ensuring timely processing of information.
- Maintained database integrity through regular audits and updates of records.
- Processed refund requests and adjustments, enhancing customer satisfaction and retention.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
DISPATCH SUPERVISOR
YRC Freight
10.2017 - 03.2020
- Supervised daily dispatch operations to ensure timely and efficient freight movement with approximately 12 routes daily.
- Coordinated communication between drivers and terminal personnel to optimize load assignments.
- Analyzed dispatch metrics to identify trends and develop strategies for increased efficiency.
- Evaluated and adjusted over twelve routes based on daily needs, available workers, traffic hazards, and weather conditions.
- Oversaw vehicle maintenance schedules, coordinating repairs as needed to minimize downtime for fleet vehicles.
- Increased customer satisfaction by promptly addressing inquiries, resolving issues, and providing clear communication on shipment statuses.
- Operated computer systems to track shipments to improve efficiency and accuracy.
- Inspected shipments for damage or discrepancies, resolving issues promptly.
Education
MBA - Business
Bellevue University
Bellevue, NE05-2021
Bachelor of Science - Business
Bellevue University
Bellevue, NE12-2012
Skills
- Account servicing
- Cash flow forecasting
- CIP and CDD compliance
- Client engagement strategies
- Customer engagement
- Microsoft Office applications
- Operations management
- Organizational proficiency
- Regulatory adherence
- Effective relationship management
- Teller support
Certification
South Dakota Notary Public
Timeline
PERSONAL BANKER
Wells Fargo
08.2023 - Current
FIELD COMPLIANCE AUDITOR
Independent Contracting
03.2021 - Current
CORRESPONDENCE SPECIALIST III
Total Card Inc.
04.2020 - 06.2021
DISPATCH SUPERVISOR
YRC Freight
10.2017 - 03.2020
MBA - Business
Bellevue University
Bachelor of Science - Business
Bellevue University