Experienced leader with over 13 years of banking experience, 4 years of military service, and 12 years in leadership roles, adept at coordinating team and financial activities as a skilled Branch Manager. Known for exceptional leadership in guiding teams through change and fostering adaptability.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Regional Banking Branch Manager
WELLS FARGO BANK
01.2016 - Current
Achieved regional banking objectives through data-driven decision-making and focus on customer experience, risk management, and growth.
Oversee top 200 branch in Wells Fargo and top 4 branch in Colorado, managing over $600 million in deposits, lending, and investments.
Developed and executed sales strategies and financial objectives, coaching teams to align with Wells Fargo's behavior framework.
Collaborated with senior executives and attended district manager meetings and top manager collaborations in Colorado to drive strategic initiatives for branch success, emphasizing effective communication and teamwork.
Built and led high-performing teams, providing hands-on leadership and coaching to 15 bankers, including 3 premier bankers, relationship bankers, and small business bankers.
Optimized processes and risk controls in retail banking, engaging stakeholders to drive continuous improvement.
Led affluent, digital, and small business segmentation initiatives, driving revenue growth and market expansion in Platte River and Summit districts.
Led diverse operations, compliance, and risk mitigation efforts during pandemic, fostering sustained growth.
Various Colorado Branches
WELLS FARGO BANK
05.2012 - 08.2016
Senior Personal Banker II/Service Manager II/CSSR/Teller/Lead Teller
Led training initiatives for bankers and tellers, fostering a sales-driven culture and elevating customer service standards.
Proactively identified areas for improvement, devising strategies to overcome challenges and capitalize on growth opportunities.
Provided personalized coaching, role-playing exercises, and one-on-one sessions to enhance the performance of branch associates.
Shared best practices and market insights with other branches to drive operational efficiency and capitalize on business opportunities.
Managed teller line operations and risk mitigation while assisting service managers with back-office tasks.
Demonstrated leadership in achieving franchise growth through exemplary performance and continuous team monitoring.
Closed $1.5M in investments and $1.7M in lending within a single quarter through nurturing enduring customer relationships.
Supported the professional development of branch personnel through comprehensive training, coaching, and motivation.
Consistently achieved upper-tier sales goals, earning recognition within the top 5% of the company as a service team leader.
Played a key role in daily branch operations, ensuring adherence to cash controls and execution of sales strategies.
Cadet/Private First Class
Colorado Army National Guard
01.2009 - 11.2013
Leadership Development and Assessment Course, Army ROTC (top 10% graduate)
Leadership Training Course, US Army (top 5% graduate)
Led platoon units of up to 40-50 soldiers in executing challenging missions under extreme pressure.
Attended extensive leadership classes and training sessions to enhance skills in managing personnel effectively.
Coordinated with subordinates and superiors to ensure timely and efficient mission completion.
Demonstrated quick thinking and command presence while leading mission scenarios.
Supervised and coordinated battalion staff efforts in planning and execution of events.
Assisted commander in training and counseling cadets on military standards and discipline.
Recognized as the top cadet in my company during LDAC training.
Led supply and communication efforts during Colorado Springs 2012 fires.
Prepared units for deployment to Afghanistan and Iraq.
Completed extensive training in small team movements with 5/19th Special Forces group.
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)