Erika Teran
1494 Greenwood Drive Norcross,GA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining risk management and customer satisfaction while meeting banking needs. Well-versed in client relations, policies and regulations, and training and development
Overview
9
9
years of professional experience
1
1
Certification
Work History
Branch Operations Manager
Wells Fargo & Company
01.2023 - Current
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
Lead Teller/ Personal Banker
Wells Fargo
08.2018 - 01.2023
- Identified referral opportunities and referred customers to branch partners in financial services.
- Performed daily, weekly and monthly tasks such as opening and closing, administrative duties and control tasks.
- Process customer transactions efficiently and accurately while adhering to policies, procedures and regulations.
- Asking questions to better understand customer's needs. Guide them to resources and digital options through online and mobile banking.
Head Server/Lead Trainer
Marlow's Tavern
10.2015 - 05.2019
- Trained new servers and managers on guest service expectations, safety procedures and proper food handling.
- Managed opening and closing duties as well as shift coordinating.
- Answer customer inquiries and skillfully resolve customer issues.
- Delivery of exceptional service while keeping genuine hospitality the main focus point of the experience.
- Worked closely with corporate training and development team to implement new training materials and practices
Education
CMA - Medical Assisting
Medical Institute of Northeast Georgia
Braselton, GA10-2015
Skills
- Strong organizational skills
- Consumer banking
- Complex problem-solving
- Compliance, banking laws and regulations
- Training and Development
- Detail- oriented
- Strong client relations
- Self starter
Certification
Notary Public
Timeline
Branch Operations Manager
Wells Fargo & Company
01.2023 - Current
Notary Public
03-2021
Lead Teller/ Personal Banker
Wells Fargo
08.2018 - 01.2023
Head Server/Lead Trainer
Marlow's Tavern
10.2015 - 05.2019
CMA - Medical Assisting
Medical Institute of Northeast Georgia