Cynthia Ramos
600 Evandale Dr. Bedford,TX
Summary
Highly-motivated and skilled sales executive and manager with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Focused on enhancing workflows and procedures to maximize success.
Overview
18
18
years of professional experience
Work History
Virtual Small Business Bank Manager
Wells Fargo
Irving, TX
06.2022 - 10.2023
- Successfully launched first Virtual Small Business Banker pilot program in Texas
- Received recognition for most effective and timely completion of initiatives around high deposit customers, new customer onboarding and cross sell of payroll, and treasury management services including: Commercial Electronic Office, ACH, Wire, and Desktop Deposit
- Provided guidance and training to team members around direct sales and processes in order to ensure effectiveness and accuracy
- Coordinated with other leaders and peers to ensure smooth operation across all locations
- Conducted regular team meetings as well as individual to discuss progress towards goals
- Created proven sales action plans to consistently meet individual growth goals, partner referral and lending goals for each banker
- Developed and implemented strategies to increase customer satisfaction ratings by 12% YOY
Senior Small Business Relationship Manager
Wells Fargo
Irving, TX
07.2021 - 06.2022
- Proactively managed book of business of 150-250 small business customers with revenues from 2MM -25MM
- Successfully engaged high deposit business customers in cash flow conversations and provided financial advice and guidance to help best manage their cash flow, budgeting, and other financial matters to aid in overall profitability
- Helped clients by sharing resources for tracking inventory levels, customer orders, accounts receivable and payable through via payroll, merchant services, and treasury management partnerships, collaborations and introductions
- Coordinated and scheduled appointments between clients and payroll partners who could provide additional resources or expertise to automate administrative tasks such as bookkeeping or payroll processing
- Built strong relationships and maintained trust by identifying needs of customers promptly and efficiently and presented options virtually
- Communicated with customers, leaders and partners to stay abreast of industry or business trends and utilize them to gain credibility among peers and clients
- Completed, analyzed and submitted required reporting and tracking in a timely, accurate manner
- Completed ongoing training and self-development trainings on a regular basis to ensure personal growth
Senior Branch Manager /Manager of Business Development and Sales
Wells Fargo, NA
Allen, TX
03.2006 - 07.2021
- Recruited qualified candidates for open positions within the branch
- Facilitated communication between upper management and lower level employees regarding company policies, procedures, goals
- Created initiatives designed to improve operational efficiency within the branch
- Scheduled staffing levels according to anticipated demand for services
- Oversaw the daily activities of branch personnel, ensuring that all tasks were completed on time and accurately
- Managed all aspects of branch operations, from hiring staff to maintaining budgets
- Established processes for delivering quality customer service, including responding to customer inquiries promptly and efficiently
- Monitored sales goals and objectives for the branch, ensuring that they were met or exceeded
Education
Some College (No Degree) - Physical Education Teaching And Coaching
South Plains College
Levelland, TXSkills
- Direct Sales
- Sales Management
- Sales Operations
- Sales Processes
- Account Management
- Relationship Building and Management
- Teamwork
- Small Business Banking
- Planning and Coordination
- Business Development
- Cash Flow Management
- Process Implementation and Development
- Customer Satisfaction and Retention
- Leadership
Languages
Spanish
Professional
Timeline
Virtual Small Business Bank Manager
Wells Fargo
06.2022 - 10.2023
Senior Small Business Relationship Manager
Wells Fargo
07.2021 - 06.2022
Senior Branch Manager /Manager of Business Development and Sales
Wells Fargo, NA
03.2006 - 07.2021
Some College (No Degree) - Physical Education Teaching And Coaching
South Plains College
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