Anna Alegria Vazquez
Victoria
Summary
Resourceful Branch Manager adept at increasing productivity and efficiency through streamlining operations. Possess strong skills in team leadership, customer relationship management, and financial oversight. Excel in communication, problem-solving, and adaptability, ensuring seamless branch operations while fostering a positive work environment.
Versatile branch manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with several years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Manager
Wells Fargo & Company
Port Lavaca
10.2023 - 02.2025
- Resolved escalated customer complaints in a timely manner.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Identified opportunities for process improvement initiatives within the branch
- Provide consistent professional customer service to all walk-ins or call-in customer inquiries regarding products, price, and technical information.
- Support the outside sales team as needed in servicing and obtaining new business.
- Oversee and ensure that cash reports, charge tickets, coding, costing, pricing, daily cash summary, bank deposits are processed accurately daily.
- Responsible for maintaining the accuracy of back order report, open order report, and PO expedite report.
- Establish and manage cylinder and hard goods inventory levels for the branch.
- Supervise the training of inside sales associates in areas including product knowledge, company policies, processes, and procedures; and safety; ensures that all associates are trained to perform critical branch functions.
- Perform periodic performance reviews of branch associates.
- Serve as liaison between employees and management, providing performance advice and direction in conjunction with the Human Resources department and senior management.
Branch Service Manager 2
Wells Fargo & Company
Victoria
05.2020 - 10.2023
- Performed daily audits of cash drawers in order to detect any discrepancies or irregularities.
- Identified areas for improvement in operational processes and worked collaboratively with management to implement solutions.
- Developed and implemented customer service policies and procedures to ensure maximum customer satisfaction.
- Monitored daily operations for efficiency and accuracy of transactions.
- Manage Team: Oversee the direction of work for direct reports, including hiring, training, and performance management.
- Branch Operations: Involved in the day-to-day operations of the teller line.
Service Manager 1
Wells Fargo & Company
Edna
05.2018 - 05.2020
- Managed service staff to ensure customer satisfaction and compliance with company policies.
- Resolved customer complaints quickly and effectively.
- Trained new employees on the use of customer relationship management software systems.
- Developed strategies for improving customer experience through enhanced product features or improved processes.
- Implemented quality assurance protocols to ensure timely completion of projects according to customer specifications.
- Conducted regular team meetings to discuss customer feedback, process improvements, and operational objectives.
- Ensured compliance with applicable laws and regulations related to services provided.
- Resolved customer complaints in a timely manner.
- Created standard operating procedures for all service functions.
- Conducted performance reviews and provided constructive feedback to staff members.
- Managed inventory levels of parts necessary for servicing customers' needs.
- Developed and maintained relationships with customers, vendors, and suppliers.
- Identified opportunities to increase efficiency.
Personal Banker Officer
Wells Fargo & Company
Port Lavaca
05.2015 - 09.2017
- Analyzed customer data to identify opportunities for cross-selling additional services or products.
- Prepared reports detailing daily sales activities for management review.
- Processed loan applications and assisted with mortgage closings.
- Assisted customers in understanding the features of various banking products and services.
- Provided comprehensive customer service to clients, including responding to inquiries and resolving complaints.
- Reviewed customer transactions for accuracy and completeness.
- Developed relationships with existing customers by providing excellent customer service.
- Developed financial plans for clients based on their individual needs and goals.
- Adhered to all applicable federal, state, and local banking regulations.
- Identified suspicious activity on accounts and reported it to the appropriate authorities.
- Performed account maintenance activities such as opening, closing, and transferring accounts.
- Verified identity documents prior to opening new accounts.
- Provided assistance during peak times when the branch was particularly busy.
- Conducted risk assessments to ensure compliance with bank policies and procedures.
- Ensured that all customer requests were handled promptly and efficiently.
- Participated in training sessions to stay up-to-date on changes in banking laws and regulations.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Modified, opened and closed customer accounts.
- Advised customers on bank products, services and financial planning options.
Personal Banker
First Convenience Bank
Victoria
06.2013 - 05.2015
- Conducted account openings and closings for clients.
- Analyzed financial documents provided by customers to determine their needs.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Recognized opportunities for cross-selling additional banking products or services.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Responded promptly to customer emails, phone calls and requests for information.
- Processed loan applications according to established guidelines.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Maintained accurate records of all transactions conducted throughout the day.
Education
High School Diploma -
Victoria West High School
Victoria, TXSkills
- Customer service
- Regulatory compliance
- Inventory management
- Performance management
- leadership
- communication
- planning
- project management
- delegation
- conflict resolution
- decision-making
- problem-solving
- time management
- team building
- Sales support
- Training and development
- Relationship management
- Branch operations management
- Goals and performance
- Excellent communication skills
- Cash handling
- Strong team-builder
- Multi-tasking
- Team supervision
- Staff supervision
- Excellent time management skills
- Documentation
- Excellent work ethic
- Employee monitoring
- Reporting
- Upselling and cross selling
- Relationship building and management
- Interviewing and hiring
- Verbal/written communication
Languages
English
Full Professional
Spanish
Full Professional
Certification
- Notary certified
- NMLS(Safe) certified
Timeline
Branch Manager
Wells Fargo & Company
10.2023 - 02.2025
Branch Service Manager 2
Wells Fargo & Company
05.2020 - 10.2023
Service Manager 1
Wells Fargo & Company
05.2018 - 05.2020
Personal Banker Officer
Wells Fargo & Company
05.2015 - 09.2017
Personal Banker
First Convenience Bank
06.2013 - 05.2015
High School Diploma -
Victoria West High School