CULEATHIA HOPKINS
Houston,TX
Summary
Proactive and meticulous Manager with over 15 ears of experience in financial services industry. Proficiencies in sales, retention, staff training and development. Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
12
12
years of professional experience
Work History
Account Management Supervisor 1
Wells Fargo Bank Corp Trust Service/ Computershare
Houston, TX
07.2019 - Current
- Product knowledge of Collateral Loan Obligations, Leveraged Financing Facilities, and Broadly Syndicated Loans
- Recruiting and retaining talented individuals
- Ensuring deadlines are met and monthly/quarterly reports are produced with accuracy and attention to details
- Training, managing, and servicing as a technical resource for a team of direct reports on product enhancements, and new products.
- Identified and diminished performance gaps by coaching and supervising subordinates.
- Directed group of 14 financial analyst handling daily and complex requirements of trustee services.
- Oversaw 14 directs during transition to Computershare, supported tech transfer projects, batch release testing, change management and resolution of client concerns
Branch Manager
Wells Fargo Bank, NA
Sugar Land, TX
10.2013 - 07.2019
- Effectively manage a level 3 Branch with 998 High Value Affluent Households with net worth ranging from $500k-$5MM
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified and capitalized on community business opportunities with effective networking by having more than 250 volunteer hours collectively amongst my team
Small Business Payroll Specialist
Wells Fargo Bank, NA
Alexandria, VA
09.2012 - 10.2013
- Building Relationships/ Partnerships with Tellers, Bankers, District Managers, Business Banking Group (BBG), Financial Advisor, and Regional Banking President for referrals and/or support
- Daily PowerPoint presentations and proposals to small businesses and entrepreneurs on the benefits and tax advantages of outsourcing payroll
- Documented referral tracking and accountability for referred leads needed to meet business quotas for more than 120 bankers/business specialists/business bankers
- Consistent communication/feedback including weekly emails, monthly contests, and quarterly meetings on referral status, and closed deals
- Ability to calculate withholding, deduct benefits payments/garnishments, and produce year end W2
Licensed Small Business Financial Specialist
Wells Fargo Bank, NA
Manassas , VA
01.2010 - 09.2012
- Facilitated training and sales calls to maximize sales production for small business solutions
- Met with business clients to offer treasury services, loans, and acquire additional deposits to grow Book of Business (BOB)
- Proven track record with cold calling
- Completed Small Business Omega Training
- Calculate Debt Service Ratio, reviewed Balance and Income sheets to determine if client had the capacity to repay
- Offered Mutual Funds/Insurance to Small Business Owners to help them prepare for retirement
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
Education
MBA - Finance
University of Houston - Victoria
Victoria, TX12.2012
Skills
- Staff Management
- Business Development
- Teambuilding
- Teamwork and Collaboration
- Excellent Verbal, Written, and Interpersonal Communication
- Attention to Details
- Empathetic/ Good Listener
Timeline
Account Management Supervisor 1
Wells Fargo Bank Corp Trust Service/ Computershare
07.2019 - Current
Branch Manager
Wells Fargo Bank, NA
10.2013 - 07.2019
Small Business Payroll Specialist
Wells Fargo Bank, NA
09.2012 - 10.2013
Licensed Small Business Financial Specialist
Wells Fargo Bank, NA
01.2010 - 09.2012
MBA - Finance
University of Houston - Victoria