Fabian Lopez
Portland,OR
Summary
Motivated Team Lead possessing excellent leadership and planning abilities. Focused on delivering high-quality products on tight schedules. Monitors, trains, and encourages employees to improve skills and meet demanding targets. History of successfully developing and managing strong teams through proactive training and issue management.
Overview
12
12
years of professional experience
Work History
Premier Team Lead
Wells Fargo Bank, N.A.
Portland, USA
10.2018 - 06.2024
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Developed strategies to increase team productivity and improve customer service levels.
- Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
- Trained new staff in relevant processes and procedures.
- Resolved escalated customer complaints or queries promptly and efficiently.
- Ensured compliance with company policies and procedures throughout the team.
- Monitored team performance against targets, taking corrective action where necessary.
- Supported the manager in developing plans for future projects, initiatives and objectives.
- Organized regular meetings with all stakeholders to ensure clear communication between departments.
- Collaborated with other departments to develop effective solutions that meet customer needs.
- Identified opportunities for process improvements, implementing changes when required.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
- Provided support to junior staff during peak periods of workloads.
Project Manager
Wells Fargo Bank, N.A.
Portland, USA
03.2019 - 04.2019
- During my long month project manager role, I took over all the coaching’s, side by sides, huddles and helped gather necessary material for my team’s meetings for my days off
- During this time, there was a huge floor realignment for our department, which I had to keep the team updated, work with banker’s accommodations and come up with a seating chart for the team
- Networking
- Time Management
- Delegated tasks within my bankers
- Facilitating team meetings and huddles
- Collaborating with managers for special projects
Phone Banker 3/Resource Line
Wells Fargo Bank, N.A.
Portland, USA
03.2017 - 10.2018
- Taking escalated calls from bankers and De-Escalating the situation
- Assisting customers with complex issues
- Research and follow up with bankers and customers
- In the moment banker coaching’s
- Facilitating team meetings and huddles
- Supporting bankers with calls for all Credit Card Customer Service
- Analyzing the customers need to provide financial options and solutions
Banker Coach
Wells Fargo Bank, N.A.
Portland, USA
04.2016 - 03.2017
- Motivating and encouraging the new hires on a daily basis
- Coaching new hires for 2 weeks at a time
- Developing new hires so they can transition from training to their main teams
- Coach new hires to meet key metrics, Quality Assurance and Average handle Time in order to graduate from training
- Identifying strengths and opportunities for new hires on a daily basis
- Building navigation skills using CSS, VL and CIV portal for the new hires
US Bank National Assn.
Portland, USA
10.2012 - 05.2012
- Helping with customers financial needs
- Team environment engagement
- New hire training
- Drive team member performance with KDM and Sales
- Handling large amount of money
- Working in a fast pace environment
Education
High school diploma -
Portland, OR01.2006
Skills
- Regulatory Compliance
- Schedule Management
- Production Monitoring
- Performance monitoring
- Trend tracking
- Product Management
- Coaching and Mentoring
- Talent Acquisition
- Diversity and Inclusion
- Quality Control
- Equipment Maintenance
Awards
Idea builder, Efficient Balance Transfer, $500
Languages
Spanish
Professional
Accomplishments
- Enhancement to the Company's Balance Transfer procedure to generate revenue and customer loyalty.
Timeline
Project Manager
Wells Fargo Bank, N.A.
03.2019 - 04.2019
Premier Team Lead
Wells Fargo Bank, N.A.
10.2018 - 06.2024
Phone Banker 3/Resource Line
Wells Fargo Bank, N.A.
03.2017 - 10.2018
Banker Coach
Wells Fargo Bank, N.A.
04.2016 - 03.2017
US Bank National Assn.
10.2012 - 05.2012
High school diploma -
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