Kathy Galle Smith
Officer, Bill Pay, Client Service & Support at Whittier Trust Company- Claim this Profile
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Bio
Toure Armstrong
I am honored to write a recommendation for Kathy. Her leadership and understanding of the cohesiveness of a team is truly exceptional. Kathy is a hard working dependable team player who recognizes the importance of supporting strong leadership and leading by example.
Adam Holguin
I have worked with Kathy for many years at Wells Fargo Bank. She is very professional, hardworking and knows how to mentor and drive others to succeed.
Toure Armstrong
I am honored to write a recommendation for Kathy. Her leadership and understanding of the cohesiveness of a team is truly exceptional. Kathy is a hard working dependable team player who recognizes the importance of supporting strong leadership and leading by example.
Adam Holguin
I have worked with Kathy for many years at Wells Fargo Bank. She is very professional, hardworking and knows how to mentor and drive others to succeed.
Toure Armstrong
I am honored to write a recommendation for Kathy. Her leadership and understanding of the cohesiveness of a team is truly exceptional. Kathy is a hard working dependable team player who recognizes the importance of supporting strong leadership and leading by example.
Adam Holguin
I have worked with Kathy for many years at Wells Fargo Bank. She is very professional, hardworking and knows how to mentor and drive others to succeed.
Toure Armstrong
I am honored to write a recommendation for Kathy. Her leadership and understanding of the cohesiveness of a team is truly exceptional. Kathy is a hard working dependable team player who recognizes the importance of supporting strong leadership and leading by example.
Adam Holguin
I have worked with Kathy for many years at Wells Fargo Bank. She is very professional, hardworking and knows how to mentor and drive others to succeed.
Experience
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Whittier Trust Company
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United States
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Investment Management
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100 - 200 Employee
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Officer, Bill Pay, Client Service & Support
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Oct 2018 - Present
Title: Officer, Bill Pay, Client Service & Support; I process Bill Pay for clients, handle deposits, ACH, and backup reception duties. I am proficient at Processing invoices/Accounts payable in Concur for expense reports. I maintaining vendor files, scan and send to accounting to pay invoices. For my office management support I:. CFO/Bill Pay. Mailing out Check enclosures . Wires, ACH, Deposits • Sort and distributing mail (incoming)• Prepare FedEx/UPS/USPS mailings (outgoing)• Walz certified return receipt mailings• Office equipment/Maintenance• Ordering Supplies for Break rooms• Ordering and managing office supplies• On boarded new hires Show less
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Officer, BillPay, Client Service & Support
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Oct 2018 - Present
I am an experienced Officer, BillPay, Client Service & Support and an office assistant in the Trust and Wealth Management Industry.
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Team Lead
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Mar 1998 - Oct 2018
Collaborated with management and supervisor to plan coaching strategy daily. Skills based coaching my team to know the business to maximize all opportunity on Quality Assurance, Customer Experience Metrics and Average Handle Time. Fostered team engagement to get 100% team participate in performance metrics every quarter. Proficient in scheduling off phone activity’s in outlook. Analyze banker performance via various reports. Coordinated the floor support schedule via excel to maximize floor support efficiency Executed administrative duties such as accessing different reports in excel to deliver daily and monthly stats to my supervisor and my bankers. Using outlook calendar daily for scheduling my bankers their coaching and meeting times. Onboarded new hires Recognized banker’s success by keeping my room bulletin board decorated to inspire and engage team member participation. Show less
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Education
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1984 - 1987
Mesa Verde Citrus Hieghts Ca
High School Diploma., General Studies
Community
