Bilingual Branch Manager skilled at motivating diverse staff to meet customer needs. Hard-working and dedicated with strong planning, project management and leadership abilities.
Overview
18
18
years of professional experience
Work History
Branch Manager
Wells Fargo Bank
05.2017 - Current
Proactively identified and solved complex strategy problems that impact sales management and business direction
Planned and executed promotional events
Modeled trends and adjusted branch plans accordingly
Implemented annual performance appraisals for all branch staff
Recruited and hired new branch employees
Mentored staff to increase success and productivity
Developed standard operating procedures
Wells@Work proponent for district
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Increased efficiency and drove branch revenue by optimizing daily operations
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits
Designed sales and service strategies to improve revenue and retention
Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close
Developed annual branch business plan for maximum profitability and effectiveness
Educated customers on a variety of loan products and available credit options to promote valuable decision-making
Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
Assistant Manager
Wells Fargo Bank
10.2015 - 05.2017
Provided bank leadership in the absence of branch manager
Developed strategy to achieve target sales goals
Monitored daily operations and supported Branch Manager in necessary duties
Implemented operational improvements to increase efficiency and reduce losses
Trained and mentored highly effective teams to meet service standards
Wells at work advocate, supported business owner to provide financial literacy to employees.
Personal Banker
Wells Fargo Bank
07.2014 - 10.2015
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Established connections with new clients through proactive follow-up strategies
Promoted a diverse array of financial products by continuously acquiring new industry knowledge
Maximized branch revenue by optimizing daily operations and increasing efficiency
Created strategic financial solutions to suit client needs and promote branch services
Developed highly effective teams to support branch operations and cultivate customer satisfaction.
CSSR
Wells Fargo Bank
05.2010 - 06.2014
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Established connections with new clients through proactive follow-up strategies
Promoted a diverse array of financial products
Created strategic financial solutions to suit client needs and promote branch services
Maximized branch revenue by optimizing daily operations and increasing efficiency
Increased teller efficiency by developing and implementing improved service methods.
Teller
Wells Fargo
Los Angeles, CA
09.2009 - 05.2010
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.