Elisabeth Little-Clark
Columbia,Va.
Summary
Accomplished specialist with 40 years of experience in industry, aspiring to secure a management position.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
01.2025 - Current
- Educated clients on risk mitigation strategies, ensuring adherence to policies and positive client outcomes. Opened and closed personal and business accounts, including estate and trust setups. Managed credit lines, credit cards, and account maintenance while providing referrals to partners. Created wire transfers and coordinated merchant services for business operations. Presented all offers transparently, ensuring proper disposition aligned with compliance goals. Conducted financial conversations to establish client goals in accordance with Wells Fargo policies. Managed branch operations during the branch manager's absence. Addressed employee performance issues to improve overall branch efficiency, customer service scheduling, and complaint resolution to mitigate risk.
- Assisted clients in opening and managing personal bank accounts.
- Educated customers about various banking products and services.
- Processed loan applications and evaluated customer creditworthiness.
Branch Operations Coordinator
Wells Fargo
01.2023 - 01.2025
- Oversaw teller line operations, ensuring efficiency and effective leadership. My duties include maintaining the vault and keeping it organized and balanced. Managed the ordering and shipping of money and foreign currency. Stop payments, wire transfers, training new tellers. Supporting the tellers. Scheduling the tellers and taking care of vacations and general time off. Implemented initiatives that enhanced customer retention rates.. Reviewed and granted approvals for branch operations, ensuring compliance and operational integrity.. Served as Branch Lead Designee when the Branch Manager was away on business or personal time. In addition to all this I became proficient in sales, customer service, and de-escalating situations that were challenging.
- Coordinated daily branch operations to ensure seamless service delivery.
- Managed scheduling and staffing to optimize branch performance and efficiency.
- Assisted in training new team members on operational procedures and systems.
Teller
Wells Fargo
01.2018 - 01.2023
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and product information.
- Managed cash drawers, ensuring proper funds and balances.
- Responsibilities include counting cash, balancing cash draw accurately at the end of shift. Resolved customer complaints to enhance customer satisfaction and retention. Enhanced customer financial wellbeing through personalized advice and support. Utilized resources to prevent fraud and loss for customers and the bank. Diligently working on my knowledge by completing my ekods and customer first. Making sure night drop is processed accurately and in a timely manner. Reviewing and looking up policy and procedures, and BCR ready every day. Reviewing products and keeping up to date with them. Completing my conversation starters and educating my customers around digital engagement. Supporting other branches. Setting goals for myself and meeting those goals. Facilitated legal document signing by offering notary public services
Office
Food Lion
01.2016 - 01.2018
- Managed cash shipments and resolved customer complaints, improving customer satisfaction through timely responses.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
Accounting
J. Reynolds Community College
Richmond, VA01-2022
Diploma -
New Milford High School
New Milford, CtSkills
- Compliance adherence
- Risk mitigation
- Account management
- Client onboarding
- Sales strategy
- Sales tactics
- Financial analysis
Certification
- Notary
Affiliations
- Volunteering at Church
Timeline
Associate Personal Banker
Wells Fargo
01.2025 - Current
Branch Operations Coordinator
Wells Fargo
01.2023 - 01.2025
Teller
Wells Fargo
01.2018 - 01.2023
Office
Food Lion
01.2016 - 01.2018
Accounting
J. Reynolds Community College
Diploma -
New Milford High School