David Mireles-Ruiz
Sacramento,CA
Summary
- Dedicated banking professional with 15 years of customer service experience in the banking industry. Seasoned Operations Associate Manager with proven track record in managing day-to-day operations, improving efficiency, and introducing process improvements. Responded to customer inquiries and successfully resolved issues by providing information and taking action on behalf of the customer in a caring, timely, and accurate manner. Experienced in leading and coaching teams, managing branch operations, and ensuring regulatory compliance in a fast pace environment. Brings valuable experience in developing operational strategies that enhance productivity and drive growth.
Overview
15
15
years of professional experience
Work History
Branch Operations Associate Manager
Wells Fargo Bank, N.A.
South Natomas And Country Club Centre
03.2019 - 05.2024
- Provide consistent, high-quality customer service and maintain strong customer relationships.
- Manage branch operations, including compliance with retail regulations, risk management, and loss prevention.
- Lead, train, and coach team members to meet performance objectives.
- Lead team through successful leadership branch visits, control online audits, and in-branch conductive reviews.
- Understand and follow community banking policy, requirement and procedures
- Assisted with onboarding new employees, providing training on systems and procedures.
- Managed daily operations of the team, ensuring quality standards were met.
- Provided guidance and support to staff members in their day-to-day tasks.
- Monitored performance metrics to ensure goals were achieved in a timely manner.
- Identified potential risks and developed plans to mitigate them effectively.
- Collaborated with other departments to ensure smooth operations across the organization.
- Resolved customer complaints efficiently while maintaining positive relationships.
- Ensured compliance with relevant regulations and policies at all times.
- Scheduled shifts for employees based on workload demands and availability.
- Oversaw the development of standard operating procedures.
- Analyzed operational data to identify areas for improvement and created strategies to increase efficiency.
Teller, Banker, Service Manager
Wells Fargo Bank, N.A.
North Sacramento, CA
03.2009 - 03.2019
- Perform routine transactional, operational, and customer service tasks efficiently through bank procedures and products.
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
- Effectively managed time and priorities in a fast-paced environment.
- Delivered consistent and exceptional customer service experiences by growing and retaining customer relationships and helping with everyday banking needs
- Communicated follow-ups with customers in-branch, face-to-face, and via phone/email
- Asked customer questions to understand their needs and provide accurate service options to help them make informed decisions.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Assisted customers in opening new accounts and completing required paperwork.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Maintained confidentiality of all customer records and information according to company policies.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
Education
Inderkum High School
06.2008
Skills
- Customer Service Excellence
- Team Leadership and Coaching
- Regulatory Compliance
- Fraud Prevention
- Time Management
- Recap transactions to ensure understanding
- Operational Efficiency
- Emergency Preparedness
- Facility Management
- Procedure Implementation
- Policy Enforcement
- Process Improvement
- Employee Supervision
- Performance Tracking
- Staff Training and Development
- Operations Management
- New Employee Hiring
- Training and mentoring
- Customer Engagement
- Scheduling and Coordination
- Bilingual in Spanish
Accomplishments
- Quarterly Recognition Events
- Voice of the Customer Recognition
- Golden Spokesman Recognition
Timeline
Branch Operations Associate Manager
Wells Fargo Bank, N.A.
03.2019 - 05.2024
Teller, Banker, Service Manager
Wells Fargo Bank, N.A.
03.2009 - 03.2019
Inderkum High School
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