Open To Work
CURTIS E LEE
DESOTO
Work Preference
Summary
Dynamic banking professional with extensive experience at Wells Fargo, specializing in customer relationship management and team leadership. Proven success in risk management and business development, resulting in substantial growth in branch deposits. Skilled in coaching teams to surpass performance goals while enhancing community engagement and providing exceptional financial solutions. Multi-talented business leader bringing several years of experience as successful professional. Strategic problem solver and change manager. Visionary executive implements plans that meet current and future needs. Key expertise in industry.
Overview
1
1
Certification
33
33
years of professional experience
Work History
Branch Manager
Wells Fargo Bank
Duncanville
01.2012 - Current
- Lead the team and serve as a role model for delivering an exceptional customer experience, ensuring a focus on building relationships, engaging customers in conversations to understand their financial needs, and working proactively to help customers succeed financially
- Risk management leader; accountable for alignment with applicable regulations, policy and procedure requirements, audit and escalation procedures
- Attract, retain and develop talent
- Coach and provide feedback leveraging performance management tools and processes
- Maintain a deep understanding of financial products and services
- Ensure customers are informed on how Wells Fargo can help make banking easier through education and demonstration of available digital options and introducing them to partners that support their needs
- Provide proactive leadership through customer outreach and community engagement
- Support customers in resolving or escalating concerns or complaints
- Manage the staffing, schedule and work-flow for a team of direct and indirect reports
Store Manager 3
Wells Fargo Bank
Ft Worth
01.2005 - 01.2012
- Recognize and fulfill the unique banking and credit needs of small business and consumer clients. Support to 12 district stores, Bus Spec and Champions
- Manage/Coached bankers to meet and exceed business/consumer productivity goals
- Coached bankers and operations teams on profiling and referral techniques to increase productivity. Level 5 performer 2009.
Account Executive /Small Business Relationship Manager, VP/Banking Ctr Manager/District Business Manager/Small Business Banker
Bank of America
Concord
01.1995 - 01.2005
- Managed High Value Portfolio of 250 business clients 85% retention.
- Increased branch deposits $67 to $109 million
- Top regional small business loan producer in Diablo Market.
- Coached district small business champions to generate business by going to local businesses and establishments and giving presentations on bank products and services.
- Retail first mortgage loan sales officer.
Financial Services Associate
Wells Fargo Bank
Vallejo
01.1994 - 01.1995
- Outbound sales calls to help increase branch sales.
- Coached tellers on cross sale techniques to improve sales.
- Help expand sales team from 4 to 6 representatives.
Education
Series 6/63 License - Finance
State of California
05-1997
Graduate Certificate - Paralegal Studies
Lawton School For Paralegal
Oakland, CA06-1988
B.A. - Business Administration and Management
University of Redlands
Redlands, CA01.1985
A.A. - Business Administration and Management
Moorpark College
Moorpark, CA06-1979
Skills
- Customer relationship management
- Risk management
- Team leadership
- Performance coaching
- Financial product expertise
- Community engagement
- Business development
- Proficient in MS office
- Legal Document Coordinator Officer
Certification
- Series 6/63 License, California
- Notary Public, California
Hobbies and Interests
- Small Business Council Member
- Concord/Hayward Rotarian
- Golf
- Fort Worth Rotary Club
- Fort Worth Chamber of Commerce
- Diversity Co-Chair Fort Worth Chapter
- Checkpoint DFW
Timeline
Branch Manager
Wells Fargo Bank
01.2012 - Current
Store Manager 3
Wells Fargo Bank
01.2005 - 01.2012
Account Executive /Small Business Relationship Manager, VP/Banking Ctr Manager/District Business Manager/Small Business Banker
Bank of America
01.1995 - 01.2005
Financial Services Associate
Wells Fargo Bank
01.1994 - 01.1995
Series 6/63 License - Finance
State of California
Graduate Certificate - Paralegal Studies
Lawton School For Paralegal
B.A. - Business Administration and Management
University of Redlands
A.A. - Business Administration and Management
Moorpark College