Andrea Perez
Downey,CA
Summary
Dynamic leader with a proven track record at Wells Fargo, enhancing team skillsets and fostering customer relationships for sustained growth. Specializes in branch operations management and excels in coaching, with achievements in revenue growth and customer satisfaction improvement. Expert in client relationship management and operations, driving strategic initiatives and leading teams to exceed performance targets.
Overview
23
23
years of professional experience
Work History
Branch Manager
Wells Fargo
01.2008 - Current
- Developed team members through mentorship and training to enhance skillsets.
- Resolved customer issues with prompt solutions to maintain positive relationships.
- Optimized revenue generation strategies for sustainable growth.
- Identified growth opportunities with comprehensive market analysis.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Reduced employee turnover by fostering a positive work environment
- Facilitated seamless integration of new financial products, broadening portfolio offered to clients.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
Home Mortgage Consultant
Countrywide Home Loans
09.2001 - 08.2007
- Assessed clients' financial data to determine loan suitability.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Educated clients on various home financing products, empowering them to make informed decisions.
- Enhanced customer satisfaction by providing tailored mortgage solutions to fit individual needs.
- Implemented data-driven strategies that improved lead generation efforts for increased business growth opportunities.
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Excellent work ethic
- Coaching and mentoring
- Team supervision
- Client relationship management
- Attention to detail
- Verbal/written communication
- Operations management
- Decision-making
- Cash handling
Timeline
Branch Manager
Wells Fargo
01.2008 - Current
Home Mortgage Consultant
Countrywide Home Loans
09.2001 - 08.2007