Self-motivated professional, delivering executive support and team leadership to business operations. Dependable and detail-oriented with the ability to manage, multi- tasks and prioritize. Broad experience includes office management, conflict resolution, time management, and promoting financial independents. Recognized for exemplary customer service and team collaboration.
Overview
19
19
years of professional experience
Work History
Personal Banker
Wells Fargo Bank
05.2011 - Current
Build Strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Complete financial needs assessment to help customer determine what type of checking and saving product is suitable for them
Assist clients to apply for personal loans and make sound financial decisions
Partner with mortgage consultants and financial advisors to provide clients with optimal financial solutions
Maintain consistent contact with clients to quickly identify changes in their financial status and recommend new products
Assist clients to create budgets to reach financial short and long term goals
Work closely with branch manager to on- boarding new team members
Take led in conducting morning huddles
Take lead putting in and following up on work orders for janitorial maintenance on branch
Customer Service Manager
Wal-Mart
11.2006 - 04.2011
Interact with customers on a daily basis, responding to their questions and guiding them to the appropriate services
Set reasonable customer goals and work with customer service team to meet them on a consistent basis
Manage and train customer service team members
Engaged with customers to understand and resolve issues and answer product questions
Continuously meet team exceeded daily service quality and performance scores
Helped resolve product returns, responded to shipping inquiries and answered order status questions
Participate in store walk through with management team and followed-up on directives and recommendations
Education
Certificate -
Wells Fargo Leadership Program
Baltimore, MD
02.2017
High School Diploma - Data Entry
Harbor City Learning Center
Baltimore, MD
05.1979
Some College Education - Early Childhood Education
Baltimore City Community College
Baltimore, MD
Skills
Conflict resolution techniques
Skilled multi-tasker
Sales and customer services techniques
Good communication and presentation skills
Strong ability to work towards targets and meet deadlines
Ability to adjust and adapt to changes that relates to customer experience
Timeline
Personal Banker
Wells Fargo Bank
05.2011 - Current
Customer Service Manager
Wal-Mart
11.2006 - 04.2011
Certificate -
Wells Fargo Leadership Program
High School Diploma - Data Entry
Harbor City Learning Center
Some College Education - Early Childhood Education
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)