
Professional bank branch manager with over 8 years of experience. Proficient in all aspects of bank management and operation, including account management, customer service, staff coordination/hiring/development and branch household growth. Prior experience provided the opportunity to supervise overall household growth by creating strong affluent growth partnership strategy. Exemplary customer service skills proven through being in top promoter circle for NPS. Expertise in banking products and services, risk management and regulatory compliance ensuring consistent achievement of business targets.
● Developing branch employees through strong communication and constructive feedback with an eye towards their long-term career growth.
● Ensuring each employee has strong risk management skills by training them and delegating them tasks to become confident in mitigating risk by leveraging appropriate resources and tools.
● Develop and maintain strong customer experience through strong courtesy behaviors and knowledgeable and competent staff.
● Develop and help branch growth through retaining long time clients and also earning new client business through relationship management tools and resources and strong partnership strategy.
● Accelerate progress of mobile migration through consistent execution of regional/district/branch strategy through line leadership.
● Implemented foundational learning of the behavior framework and management cycle through adoption, belief and sustainability to elevate the customer experience.
● Successfully in lead, managed and developed a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes
● Ensure a positive and motivating work environment through DE&I activities and consistent recognition.
● Developed team member skills by consistently executing effective leadership activities individually and as a team following a formal and informal feedback loop.
● Interview, hire, train, coach, mentor and develop team members on a daily basis.
● During pandemic assisted several branch teams while also remotely coaching and developing my team for
almost a year.
● Assisted team members to create stretch goals, track their progress and ensuring their day to day activities back to their long term goals.
● Juggled multiple tasks happening at once while remaining calm and ensuring team members and customers feel cared for and supported.
● Successfully collaborated with our platform, service team and multiple partners to plan and implement segmentation strategy for the branch growth on all sides
● ATM and Safe deposit box certified.
Through Wells At Work program, lead free financial education classes to multiple non-profit organization and businesses who wanted to help their employees. Outsourced more opportunities to promote the program by directly reaching out to CEO's and owner through well thought email and then request in person meeting to further explain the program benefits.
Helped onboard bankers form the whole district to support the program.
● Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
● Help customers feel confident in taking control of their finances through digital engagement.
● Effectively handle customer complaints by carefully Enhanced client retention with proactive follow-ups and timely resolution of account issues.
● Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
● Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
● Improved customer satisfaction by providing personalized banking solutions and exceptional service., empathizing to provide an appropriate solution.
● Working with Wells Fargo partners by introducing customers with special financial needs.
● Maintain a leadership role in my district as an Onsite Advocate Program Educator, running weekly huddles, one on one coaching with team members, organizing and executing multiple onsite events every month.
● Assisted in preparing the branch compliance ready for the audits.
● Consistently exceeded weekly activity goals and gained a reputation for proactive customer service.
● Managed teller line in supervisor's absence while supporting, mentoring, and coaching team members in their professional development.
● Provided approvals when needed to complete certain transactions while providing excellent customer experience.
● Demonstrated proactive appointment setting through customer follow-up and using customer connection strategy plan to acquire and deepen relationships.
● Extensive experience in balancing daily cash deposits and bank vault inventory. ● Assisted branch and team in day to day operations and training new tellers. ● Processed teller transactions efficiently and professionally while interacting with customers, deepening relationships and determining further needs.
● Ensured customer satisfaction with patience, open-mindedness and a positive attitude. ● Assisted in the training of new tellers in day to day operations.
When I am not at work, I enjoy a range of hobbies. For example, I enjoy learning new languages, at moment learning Chinese and ASL. I also regularly volunteer to in whichever way mainly supporting art vendors and also giving free financial education. This allows me to give back to my community.