Detail-oriented with a strong background in risk management and operational compliance. Known for effective time management and decision-making skills, driving team success while ensuring regulatory standards are met.
Work History
Branch Manager
3 Years 11 Months
Wells Fargo | 09.2022 - Current
Guided incoming branch manager trainees in understanding and managing operational risk.
Managed branch operations, focusing on regulatory compliance and policy adherence to safeguard organizational integrity and minimize potential risks.
Implemented proactive measures to ensure branch objectives were consistently met or exceeded through regular performance assessments.
Resolve customer issues promptly, sustaining trust and satisfaction while adhering to internal controls and policies.
Leveraged data-driven insights to drive strategic decision-making processes.
Service Manager 1 & 2
10 Years 1 Month
Wells Fargo | 08.2012 - 09.2022
Led service operations to enhance customer satisfaction while maintaining risk tolerance.
Coached team to utilize resources, enhancing their confidence and skills.
Resolved customer complaints in professional and a timely manner.
Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
Personal Banker
2 Years 10 Months
Wells Fargo & Company | 10.2009 - 08.2012
Developed personalized banking solutions to meet diverse client needs.
Cultivated strong client relationships through proactive communication and support.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Teller/Lead Teller
2 Years 1 Month
Wells Fargo | 09.2007 - 10.2009
Processed customer transactions efficiently while ensuring accuracy in cash handling.
Assisted customers with account inquiries and resolved issues to enhance satisfaction.
Educated clients on banking products, increasing awareness of services offered.
Maintained compliance with federal regulations and internal policies during all transactions.
Trained and mentored new tellers on operational procedures and customer service standards.