Driven leader dedicated to helping families and business owners achieve their financial goals. Adept at understanding customer needs to recommend appropriate products.
Overview
6
6
years of professional experience
Work History
Personal Banker (S.A.F.E)
Wells Fargo Bank
11.2023 - Current
Actively engaged in deepening customer relationships, holding 10+ meetings per week to address moderately complex financial concerns and provide personalized financial reviews, resulting in improved customer retention and satisfaction
Assisted an average of 15-20 customers weekly with opening new accounts, completing service requests, and submitting credit applications, contributing to a 95% customer satisfaction rate and ensuring a seamless banking experience
Built strong customer relationships through proactive outreach and needs assessment, driving the cross-selling of 5-7 suitable products or services per month to help customers achieve financial success
Collaborated with colleagues and referred 10-12 customers monthly to specialized banking services, including mortgage, retirement, and investment management, enhancing overall service delivery
Leveraged in-depth knowledge of bank products, services, and policies to provide tailored recommendations, ensuring compliance with bank regulations while supporting customers' financial goals.
L4 Area Manager Intern
Amazon
Orchestrated the seamless execution of daily operations, overseeing and directing a team of 25+ associates
Ensured efficient task assignments, timely deliveries, and strict adherence to company policies, resulting in streamlined processes and enhanced team performance
Spearheaded the packing and delivery operations for a high-volume environment, managing up to 10,000 parcels daily
Implemented strategic approaches to optimize workflow, minimize errors, and meet stringent timelines, contributing to a significant increase in operational efficiency
Implemented a comprehensive performance evaluation system, assessing team members' effectiveness
Executed coaching, recognition, and disciplinary actions as needed, enhancing overall team performance
Conducted daily meetings to communicate performance results and management objectives, fostering a culture of continuous improvement that led to an 11% increase in efficiency
Led a successful project aimed at boosting productivity by implementing BMI metrics to monitor and optimize the performance of Amazon associates
Produced daily and weekly metrics reports, conducting in-depth analysis to pinpoint productivity bottlenecks and recurring issues
Presented findings to identify areas for improvement and drive operational enhancements
Responsible for liaising with management at various levels to redesign a product processing system, yielding significant results: a 3-hour reduction in idle time for over 20 associates daily, a 10% increase in units picked per hour, and a 30% increase in productivity.
Sales Office Assistant
Bob's Discount Furniture
01.2019 - 01.2021
Executed comprehensive retail sales duties in a high-end showroom, managing over 600 pieces of correspondence
Demonstrated strong interpersonal skills in tasks such as processing returns, handling loan applications, and managing deliveries through SAP
Maintained meticulous financial records, processed 300+ data entries, and managed customer service operations, leading to an 85% increase in positive customer ratings.
Seasonal Sales Customer Service
Target
04.2018 - 09.2018
Contributed to successful seasonal sales campaigns at Target by providing exceptional customer service and fostering positive shopping experiences
Efficiently managed and organized merchandise displays to enhance visual appeal, contributing to a welcoming shopping environment for customers
Collaborated with team members to meet and exceed sales targets during peak seasons, demonstrating adaptability and a proactive approach to achieving retail goals.
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)
Director, Operations, Plans, and Strategy at Office of the Assistant Secretary of the Army for Acquisitions, Logistics, and TechnologyDirector, Operations, Plans, and Strategy at Office of the Assistant Secretary of the Army for Acquisitions, Logistics, and Technology