I have worked in the financial services industry for 24 years. Having multiple roles and responsibilities along with managing as many as 45 employees at once.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sr. Bank Manager
Wells Fargo Bank
Washington D.C.
01.2023 - Current
Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
Resolve moderate to high complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
Mentor and guide talent development of direct reports and assist in hiring talent
Managing a 200MM branch and head quarter
Identifying and minimizing risk to ensure bank branch, bank and customer are all in line
Maintained customer service score of 99% for 7 months straight.
Sales Specialist
West Point Financial Group.
Chicago, IL
01.2022 - 01.2022
Interviewed clients and established current and future financial needs assessment
Suggested services and products tailored to each individual client
Met and surpassed 1 year goal of 1MM in revenue sales in 8 months.
Assistant Vice President, FCM III
Fifth Third Bank
Chicago, IL
01.2017 - 01.2021
Manage 105MM dollars in deposits and lending
Deepen Consumer and Small Business customer relationships by providing advice
Lead by example through consistent use of the consultative sales process to proactively identify the financial needs of the current or prospective customers and recommend the appropriate solutions to meet those needs
Cultivate a One Bank culture that proactively collaborates with business partners
Participate in activities that benefit community reinvestment act
Productive in business leading and advising business customers on next and proper steps for banking growth by reviewing financial statements, business plans, spending opportunities, lending and overall relationship
Obtained President Circle
Branch Manager III, AVP
Wells Fargo
Rockville, MD
01.2009 - 01.2016
Managed 130MM dollar branch in deposits
Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Area business plan to achieve desired revenue, expense and service goals
Support portfolio growth by identifying cross-sell-opportunities, coaching the team to deepen relationships and increase client acquisition
Drive individual production goals with target clients and outbound sales activities, including building referral network and relationships with internal partners and external contacts
Integrate partners; Business, Lending and Wealth Banking into the branch to drive sales to meet client expectations
Established and developed market wide procedures to increase customer satisfaction scores
Ran a level 4 branch while attaining 97% customer success rate and being the number 1 branch in the state of Maryland.