Accomplished Branch Manager at Wells Fargo with a proven track record in enhancing client satisfaction and driving revenue growth through strategic risk mitigation and operations management. Expert in client relationship management and team development, achieving significant improvements in financial performance and efficiency. Skilled in verbal and written communication, fostering strong team and client relationships.
Overview
31
31
years of professional experience
Work History
Branch Manager
Wells Fargo
04.2015 - Current
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Engaged employees in business processes with positive motivational techniques.
Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
General Manager of Food Service
In The Country, LLC Restaurant & Catering
09.2010 - 04.2013
Reduced food waste through better inventory management and portion control, leading to increased profitability.
Maintained open lines of communication between front-of-house and back-of-house staff, ensuring seamless coordination for optimal service delivery.
Increased customer satisfaction by implementing effective staff training and performance management programs.
Managed financial aspects of the business including budgeting, forecasting, cost analysis, and profit maximization strategies.
Developed unique events and special promotions to drive sales.
Trained staff on proper cooking procedures as well as safety regulations and productivity strategies.
Enhanced financial controls to minimize theft and loss risks, continuously maintaining accurate accounts and cash drawers.
Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.
Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
Contributed to community engagement efforts through participation in local events, sponsorships of charitable initiatives, and partnerships with area schools or organizations.
Optimized scheduling practices for efficient staffing levels during peak hours, reducing labor costs without sacrificing service quality.
Accounts Receivable Manager
Boise Cascade Office Products
03.1997 - 09.2010
Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
Ensured timely payments from clients through effective communication and proactive followups.
Verified discrepancies and resolved clients' billing issues
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Partnered with sales teams to develop customized payment plans for high-value clients, ensuring long-term business partnerships.
Resolved valid or authorized deductions by entering adjusting entries.
Maintained compliance with all relevant regulations regarding financial reporting requirements.
Improved department efficiency through the adoption of new technologies and automation tools.
Spearheaded process improvements that resulted in increased accuracy of billing information and reduced discrepancies.
Implemented training programs for new hires within the accounts receivable department, ensuring consistent quality standards across the team.
Created monthly reports detailing accounts receivable performance metrics for senior management review.
Managed a team of accounts receivable specialists, providing guidance and support for optimal performance.
Reconciled daily AR ledger and verified proper posting.
Provided exceptional customer service by addressing client inquiries promptly and professionally.
Developed and maintained strong client relationships, fostering trust and open communication.
Retail Store Manager
Cato Fashions
06.1993 - 03.1997
Maintained a clean and organized store appearance to enhance the overall shopping experience for customers.
Completed routine store inventories.
Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
Improved store sales by implementing effective marketing strategies and attractive visual merchandising.
Reduced shrinkage levels by closely monitoring security measures, conducting staff training, and implementing loss prevention initiatives.
Trained and guided team members to maintain high productivity and performance metrics.
Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
Reconciled daily sales transactions to balance and log day-to-day revenue.
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Managed inventory control, cash control, and store opening and closing procedures.
Implemented new promotional campaigns that effectively drove foot traffic into the store during seasonal events or product launches.
Spearheaded community outreach events partnerships organizations raise brand awareness foster positive relationships within the local area.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Education
Associate of Arts - Business Administration And Management
Virginia Highlands Community College
Abingdon, VA
Skills
Client Relationship Management
Operations Management
Verbal/written communication
Training and Development
Cash Flow Management
Proactive and Focused
Human resources knowledge
Risk Mitigation
Interviewing and Hiring
Excellent time management skills
Timeline
Branch Manager
Wells Fargo
04.2015 - Current
General Manager of Food Service
In The Country, LLC Restaurant & Catering
09.2010 - 04.2013
Accounts Receivable Manager
Boise Cascade Office Products
03.1997 - 09.2010
Retail Store Manager
Cato Fashions
06.1993 - 03.1997
Associate of Arts - Business Administration And Management
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
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)