Daniel V Passariello

• Lead the development and execution of the Foundations onboarding Program for new licensed Relationship Bankers
• Influence, design & create the communications and engagement strategy for Organizations Affluent Banker Virtual Coaching programs
• Host development workshops and national development calls for CSBB Licensed Affluent Bankers and support the teams as SME for Brokerage Introduction Processes, Effective Partnership Strategies with Investment Resource Center and Branch Based Wealth Brokerage Advisors, and develop Affluent Sales strategies to enhance the investment and retirement opportunity pipeline.
• Research, analyze, and consult on current Relationship building and sales strategies and work with Affluent teams to enhance and optimize their effectiveness.
• Boosted accountability and growth by enhancing team processes based on performance observations, benchmarks, and objectives.
• Supported Affluent teams to be highest RIA producing Cohorts for the entire VOC Foundations teams every Cohort since start day.

• Develop Coaching Program for New to Role Licensed Bankers within the Community Bank Footprint
• Lead quarterly cohorts of more than 35 Community Banking Branch Affluent teams consisting of Licensed Bankers, Branch Managers, and Branch Based Financial Advisors
• Facilitate national orientation and development and workshops for new-hire Licensed Relationship Bankers

• Back up to District Manager, Affluent Delegate, Business Segment Leader and Financial Education Campaign Coordinator
• Collaboration across multiple business lines to resolve complex customer escalations.
• Partnership with executive leaders to implement/enhance enterprise “change for better” initiatives.
• Utilization of monthly partner plan to encourage partners to attend meetings, huddles, and one-on-one coaching
  sessions with a goal of increasing branch performance.
• Partnered with regional services team to enhance operational effectiveness by coaching and role modeling
  desired behaviors.
• Enhancing of branch teams skill around customer follow up and ensuring service protocol is adhered to.
• Weekly customer connection meetings with financial advisor, premier bankers, and affluent segment coach.
• Continuous coaching and feedback in an effort to strengthen customer experience behaviors and activities.
• Worked with Wells Fargo at Work team to ensure appropriate staffing levels at local financial education seminars,
  tabling events, job fairs, and more.
• Modeling and building team skill around customer experience, risk management, growth, and leadership.
• Completion of performance evaluations and helping team members connect their contributions to business
  results and establish a plan for development.
• Ongoing review of reporting to identify trends, recognize performance, and praise successes
• Provide Solutions, Provide Direction, Assign Cases, follow Regulatory Requirements, Policies and procedures, staff and schedule teams
• Develop presentations for Leadership Advisory Council and Customer Segment Workshops
• Partner with Human Resources to build a diverse high performing team
  

• Create vital sales and service organization, promoting teamwork with partners and other corporate departments
• Excelled at coaching successful sales team through development of staff as competitive advantage
• Increased branch's performance every quarter and strong track record of coaching excellence
• Increase Community Partnership with City Commission, Chamber of Commerce, Latin American Association, and local High Schools

• Lead by example with integrity and professionalism with customers and team member
• Identifying and managing regulatory compliance and risk
• Hiring, coaching, and developing direct reports

Manage Daily operations of Businesses

• Organize Media Events, Fundraisers, and Political Action Committee
• Conducted Promotion and Political Campaigns leading to the Re-election of GA State Senator