CHANTELL CLARK
Summary
Seasoned Branch Operations Manager and Personal Banker with 11 years of financial institution experience. I excel in leadership and operational efficiency, driving team development and customer engagement. Spearheaded a top-ranking Teller Referral program, mentoring three tellers to Personal Banker roles within a year. Skilled in SQL/Tableau and fostering growth, I embody strong banking ethics and a commitment to diversity and inclusion. Responsive and resourceful professional knowledgeable about maintaining schedules, coordinating inventory and promoting financial sustainability. Good sales planning, service management and motivational skills. Skillfully recognize areas of weakness and implement corrective actions to maintain operations alignment with strategic goals.
Overview
11
11
years of professional experience
Work History
Branch Operations Associate Manager
Wells Fargo Bank
11.2020 - 09.2024
- I led, managed, and developed my team by mentoring and coaching team members to develop their skills and efficiency.
- (3 tellers were successfully promoted to Personal Bankers within 5 months to 1 year on the job.)
- Engaged all team members on Wells Fargo’s Behavior Framework, and ensured consistency in following the Engage More with tellers, and assisted the Branch Manager in engagement on the Help More portion.
- Successfully led the Tri-County district in Teller Referrals to Bankers during 2023, and ranked among the top branches in Teller NBCs.
- Managed the team member and customer experience by keeping team members engaged and motivated.
- Maintain all financial services and regulatory requirements by retaining knowledge, adhering to all branch banking procedures, and ensuring my team is also adhering to these requirements.
- Maintained a focus on running a balanced business with a focus on growth, risk, and customer experience.
- Reviewed employee performance reviews and provided feedback as required.
- Monitored performance metrics to ensure goals were achieved in a timely manner.
- Developed, implemented, and updated departmental policies and procedures to meet business objectives and goals.
Personal Banker/ Branch Lead Designee
Wells Fargo Bank
10.2017 - 11.2020
- Act as senior team member in the branch by offering mentorship and guidance to newer team members to support their growth and development
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist clients with opening accounts, certificate of deposits, credit cards, loans, etc
- Refer client’s financial needs to other bank partners as needed based on needs discovery
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Monitored changes in laws related to banking policies and procedures.
- Participated in training sessions regarding new banking products or services.
- Recognized opportunities for cross-selling additional banking products or services.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
- Analyzed financial documents provided by customers to determine their needs.
- Executed wire transfers of funds in compliance with banking best practices.
Teller / Lead Teller
Wells Fargo Bank
07.2013 - 10.2017
- Supervise a teller line that processes a variety of financial transactions including check cashing, withdrawals, deposits, and loan payments
- Placed a focus on the bank’s growth and customer experience by maximizing on each client’s relationship by consistently discussing mobile solutions and products or services that can meet the client’s needs
- Train and mentor tellers to ensure they understand and comply with all regulatory and security policies and procedures while also serving as a resource for the entire team as a senior team member
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Built and maintained client relationships through quality, personalized interactions.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Education
Data Analyst Certification - Data Analysis
NJIT
New Jersey01-2025
Associates - Business Administration
University Of Phoenix
01.2023
High School Diploma -
Technology High School
Newark, NJ01.2008
Skills
- SQL/Tableau
- Coaching and development
- Customer service-oriented
- Strong sense of banking ethics
- Relationship building and growth
- Diversity and Inclusion Focused
- Risk management expertise
- Sales experience
- Leadership
- Scheduling coordination
- Operational efficiency
- Compliance monitoring
- Staff training and development
- Operations management
- Employee supervision
- Service delivery management
- New employee hiring
- Customer engagement
Timeline
Branch Operations Associate Manager
Wells Fargo Bank
11.2020 - 09.2024
Personal Banker/ Branch Lead Designee
Wells Fargo Bank
10.2017 - 11.2020
Teller / Lead Teller
Wells Fargo Bank
07.2013 - 10.2017
Data Analyst Certification - Data Analysis
NJIT
Associates - Business Administration
University Of Phoenix
High School Diploma -
Technology High School
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