Alexandria Alonzo
San Jose,CA
Summary
A committed financial manager with 18 years of experience in the banking/financial industry. Led a diverse team, understanding business needs, analyzing business results and executing on business priorities. Led the branch daily in all day-to-day operations. Committed to employee development and building a high performing team. Managed the allocation of people and financial resources for branch operations. Demonstrated leadership skills including the ability to lead, build, develop and motivate. Acts with integrity and professionalism with customers and colleagues. Organized and dependable candidate successful at managing multiple priorities with a positive attitude and demonstrates a willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Branch Operations Associate Manager
Wells Fargo Bank
07.2015 - 08.2023
- Responsible for hiring, attracting and retaining staff.
- Developed systems and procedures to improve operational quality and team efficiency.
- Introduced new methods, practices, and systems to reduce turnaround time and increase efficiency and productivity.
- Stayed up-to-date with industry trends and best practices to improve skills and organizational operations.
- Implemented new technology to streamline processes and improve operations.
- Performed statistical analyses to gather data for operational and forecast team needs.
- Created and oversaw production schedules and adjusted as needed to meet deadlines.
- Coordinated with other departments to align production with customer requirements.
- Prepared and maintained production reports and personnel records.
- Leveraged interpretation of applicable regulations, policy and procedure requirements and audit and escalation procedures to achieve success in branch risk performance and audits.
- Provided feedback and presented ideas for improving customer service, using data, reporting analysis and observations of trends and performance to create actionable plans for achieving success as a top performing branch across the enterprise.
- Made decisions and resolves issues related to daily operations of the branch, collaborated and consulted with branch employees, partners and regional banking management.
- Provided daily verbal and written communication with customers, demonstrating professionalism, engaged customers in conversations to get to know them, understand their needs, build trust and understand how we can grow and build their relationship with the bank as well as resolve complex issues and complaints.
- Coached, motivated and developed a diverse team on a daily basis to achieve full potential and meet business objectives and goals.
Teller and Lead Teller
Wells Fargo Bank
09.2005 - 07.2015
- Provided exceptional customer service while listening, communicating information efficiently, resolving complex customer issues, questions and transactions.
- Educated customers around products and services to help make their financial lives easier, used online and mobile services to present the benefits and make it easier for customers to do business with the bank.
- Established a deep understanding of federal laws and regulations pertaining to the banking industry.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
- Demonstrated a strong knowledge and understanding of compliance controls and risk management to help reduce risk.
- Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Handled various accounting transactions.
- Worked effectively with a high volume, fast paced and constantly changing environment to meet deadlines, exercise independent judgment and use critical thinking skills to achieve success.
Education
Business Management
De Anza Community College
Cupertino, CAHigh School Diploma -
Mount Pleasant High School
San Jose, CA06.2004
Skills
- Customer Engagement
- Employee Relationships
- Performance Monitoring and Evaluation
- Records Organization and Management
- Business Development
- Profit and Loss Control
- Facilitating Change
- Cost Analysis and Savings
- Mentoring
- Strategize Business Plans
- Operational Planning and Excellence
- Payroll Submission, Administration and Timekeeping
- Developing Operational Improvements
- Revenue Generation
- Hiring and Onboarding
- Operations Management
Timeline
Branch Operations Associate Manager
Wells Fargo Bank
07.2015 - 08.2023
Teller and Lead Teller
Wells Fargo Bank
09.2005 - 07.2015
Business Management
De Anza Community College
High School Diploma -
Mount Pleasant High School