Daniela Serna
Rancho Santa Fe,California
Summary
Results-oriented banking expert with over 4 years in financial services and extensive management experience. Proven success in optimizing operations and providing outstanding customer service. Proficient in team leadership, client engagement, and adherence to regulatory standards. Focused on employee development and branch performance enhancement for sustained growth.
Overview
13
13
years of professional experience
Work History
Branch Operations Manager
Wells Fargo
San Diego, California
06.2025 - Current
- Leveraged business acumen and team leadership expertise to achieve margin.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Assisted other branches when needed during peak periods or special projects.
- Provided feedback on employee performance evaluations conducted by supervisors.
- Participated in community events to promote brand awareness.
- Monitored financial performance of the branch on a monthly basis.
- Conducted regular performance reviews for all employees in the branch.
- Resolved escalated customer complaints in a timely manner.
- Disciplined employees to encourage compliance with company policies and procedures.
Personal Banker
Wells Fargo
San Diego, CA
04.2023 - 05.2024
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Followed operational standards, promoting security, risk management and compliance.
- Participated in training and mentoring of new associates, assisting with onboarding .
General Manager
Sportmen's Seafood
San Diego
04.2012 - 12.2020
- Trained, managed and motivated employees to promote professional skill development.
- Built and maintained loyal, long-term customer relationships through effective account management.
- Directed safety operations and maintained clean work environment to adhere to FDA and OSHA requirements.
- Maximized time and manpower by consolidating data, payroll and accounting programs into one centralized system.
- Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
- Greeted and encouraged feedback from customers to implement in-store operational changes.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Managed accounts payable, accounts receivable and payroll.
Education
Associate of Science - Communications
Grossmont College
El Cajon, CA06-2013
High School Diploma -
Monte Vista High School
Spring Valley, CA06.2011
Skills
- Excellent customer service
- Profit and loss accountability
- Proficient in POS, Excel, Word
- Bilingual in Spanish
- Risk management
- Employee development and coaching
- Relationship building and management
- Strong team-builder
- Goals and performance
- Digital banking solutions
Timeline
Branch Operations Manager
Wells Fargo
06.2025 - Current
Personal Banker
Wells Fargo
04.2023 - 05.2024
General Manager
Sportmen's Seafood
04.2012 - 12.2020
High School Diploma -
Monte Vista High School
Associate of Science - Communications
Grossmont College
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