Energetic, detailed oriented, self motivated and results driven professional offering 18+ years in blended experience in financial industry, in relationship, risk management, compliance, operational management and retail banking process. Possess strong aptitude to maintain caliber, integrity, strength and strong brand image. Proactive leader self-starter equipped with inclusive insights of coaching, performance management and business development. Proven success in nurturing with internal and external business partners, including all levels of leadership. demonstrated capacity to implement Proactive partnership strategy for portfolio partnership. Capable of delivering strategic direction for corporate development outreach programs and partnerships.
Responsible for handling transactions, identifying areas of need, and developing new account relationships while expanding existing ones.
Involved in presenting and offering bank products to existing and prospective clients. prepared all documentation for account products. focused on resolving client queries and issues in a timely manner. maintained a high level score of customer satisfaction surveys. achieved the highest score in the district for employee retention. responsible for handling transactions,
Involved in streamline operations of multiple retail branches with 15-20 directs plus partners. Collaborated with the team to determine training needs. Contributed to promotion of banks financial solution products in consumer credit lending, business deposits, lending growth retention of patrons to drive maximum profit. tracked and analyzed profit performance and net flow metrics to uncover area of improvement and proposed robust corrective solutions. Served as an ambassador for Wells Fargo out in the community as well participated actively in boards, volunteer and community events for brand recognition. preformed as local program manager for a school and relationship banking. liaised with business partners and communicated best practices to partners.
Managing client daily operations including sales, operations consumer/small business lending, high client service levels. Develop new deposit and loan business. Achieve individual and branch goals through new business profit, referrals, and account retention. Delegate day-to-day operations to the Branch personnel. Partner in community activities to increase the Bank's visibility and enhance new and existing business opportunities. Perform outbound business calls on prospects and clients to gain a better understanding of their current and future financial needs.
Responsible for supporting the branch profit goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.