Erik Alcocer
Richmond,CA
Summary
Dynamic leader with a proven track record at Wells Fargo, excelling in customer consultation and regulatory compliance. Enhanced branch production by 20% through strategic staff management and conflict resolution. Skilled in surveillance techniques and incident documentation, fostering long-term client relationships and driving business growth.
Overview
9
9
years of professional experience
Work History
Branch Manager
Wells Fargo
10.2023 - Current
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Complied with regulatory guidelines and requirements.
- Submitted loan applications to underwriter for verification and recommendation.
Business Specialist Manager II
USBank
06.2022 - 10.2023
- Prepared and maintained records of sales and revenue.
- Conducted research to identify customer needs.
- Consistently built long-term relationships with existing and new customers.
- Developed growth strategies based on customer satisfaction and financial gain.
- Prepared Number sales contracts in adherence to guidelines.
- Developed complete business plans and operational strategies for new and existing business.
- Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
- Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
- Led restructuring of organization internal processes, resulting in improved performance.
- Educated staff on organizational mission and goals to help employees achieve success.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Maintained database systems to track and analyze operational data.
Business Banker I
Usbank
05.2021 - 06.2022
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Maintained up-to-date knowledge of competitors' products.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Supported businesses setting up joint ventures with investors in Type markets.
- Networked to identify potential new clients and expand geographic territories.
Universal Banker II
Usbank
04.2020 - 06.2021
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Opened, closed, and updated accounts for customers.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Balanced teller drawers and ATM cash.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Cashier
Citibank
07.2016 - 04.2020
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Complied with regulatory guidelines and requirements.
- Submitted loan applications to underwriter for verification and recommendation.
Education
High School Diploma -
John F Kennedy
Richmond, CA06.2006
Skills
- Evidence collection
- Defensive tactics
- Access control
- Traffic control
- Surveillance techniques
- Radio communication
- Crime prevention
- Incident documentation
- Investigative skills
- Patrol procedures
- Security systems
- Interviewing techniques
- Arrest procedures
Accomplishments
I have received multiple awards throughout my banking career, including being recognized as Employee of the Month on five separate occasions across various financial institutions. I have also earned several promotions in recognition of my strong performance and commitment to service excellence. Additionally, I was presented with a certificate of achievement by our Regional Manager at U.S. Bank for outstanding customer service for two consecutive quarters.
Languages
Spanish
Full Professional
English
Full Professional
Software
Excel
Microsoft
Outlook
Teams messenger
Timeline
Branch Manager
Wells Fargo
10.2023 - Current
Business Specialist Manager II
USBank
06.2022 - 10.2023
Business Banker I
Usbank
05.2021 - 06.2022
Universal Banker II
Usbank
04.2020 - 06.2021
Cashier
Citibank
07.2016 - 04.2020
High School Diploma -
John F Kennedy