Vivien Swaner
Wire Risk associate
Talent
CarrolltonMember since August 27, 2026
Money HandlingData EntryRecordkeeping and documentationProblem solvingVerbal and written communicationInformation processing
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Money HandlingData EntryRecordkeeping and documentationProblem solvingVerbal and written communication
About
Processing monetary transactions for managed accounts Outgoing calls to clients to verify foreign wires Ensuring timely and quality processing of transactions
Experience
Wire Risk associate at Fidelity Investments (2024-08 – Present)
- Processing monetary transactions for managed accounts
- Outgoing calls to clients to verify foreign wires
- Ensuring timely and quality processing of transactions
Customer Relationship Advocate at Fidelity Investments (2023-07 – 2024-08)
- Processed trades and monetary transactions
- Delivered exceptional service to clients through incoming calls
- Provided detail oriented service in a timely manner
Bank Teller at Prosperity Bank (2023-01 – 2023-05)
- Performed transactional and operational tasks through the knowledge of bank procedures
- Adhered to guidelines regarding financial and customer data
Bank Teller/Customer Care Banker at PointBank (2020-07 – 2022-02)
- Counted drawers and reconciling cash
- Adhered to security and audit procedures
- Identified financial needs of customers
- Resolved discrepancies in accounts
- Processed maintenance and service for new and existing accounts
Education
High School Diploma – Northwest High School (2017 – 2021)
American Sign Language Interpreter – Tyler Junior College (2022 – 2023)
Skills
Wire Risk associate
