Summary
Overview
Work History
Education
Skills
Languages
Software
Work Preference
Work Availability
Timeline
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Brian Lee

Banker
Chantilly,VA

Summary

I have over 11 years of experience at Wells Fargo, primarily as a Personal Banker, and for more than three years I’ve acted as a Branch Lead. This combination gives me a strong advantage because I understand the business from both perspectives — serving clients directly and managing branch operations. I know what it takes to build relationships, drive sales, and ensure operational excellence, which makes me well-prepared to step into a Branch Manager role.

Overview

10
10
years of professional experience

Work History

Personal Banker

Wells Fargo
07.2025 - Current
  • Cultivated strong customer relationships to enhance satisfaction and loyalty.
  • Analyzed financial needs to provide tailored product recommendations.
  • Streamlined account opening processes, improving efficiency and accuracy.
  • Trained and mentored junior bankers on compliance and customer service protocols.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Branch Lead

Wells Fargo
02.2016 - 07.2025
  • Directed daily branch operations, ensuring compliance with policies and procedures.
  • Mentored and trained staff on customer service excellence and product knowledge.
  • Analyzed performance metrics to identify areas for process improvement and efficiency.
  • Led team members to achieve sales targets through consistent coaching, training, and motivation.
  • Ensured compliance with all federal, state, and company regulations through comprehensive audits and thorough documentation practices.
  • Oversaw daily branch activities, ensuring smooth operation and adherence to company policies and procedures.

Education

GED -

Robinson High School
Burke

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Team management
  • Operations management

Languages

Korean
Native or Bilingual

Software

Word

Excel

Work Preference

Work Type

Full Time

Location Preference

On-SiteHybridRemote

Important To Me

Flexible work hoursPaid time offCompany CultureCareer advancement

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Personal Banker

Wells Fargo
07.2025 - Current

Branch Lead

Wells Fargo
02.2016 - 07.2025

GED -

Robinson High School

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