Francy Pacheco
Ashburn,VA
Summary
Business execution consultant with 6+ years of experience in controls, policies, and management including credit losses, fraud losses, cash controls, and Risk Management. Experience in process improvements and client relationship, leading districts in specific initiatives including planning and execution.
Overview
11
11
years of professional experience
Work History
Business Execution Consultant Regional Service
Wells Fargo
Tysons Corner, VA
08.2017 - Current
- Developed complete business plans and operational strategies for new and existing business.
- Devised strategies to improve organization efficiency and optimize group management.
- Led corrective action plans, procedure development, staff performance reviews and training programs.
- Enhanced client satisfaction ratings by resolving difficult customer issues through completion.
- Devised processes to boost long-term business success and increase profit levels.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Aided senior leadership during executive decision-making process by generating daily reports to recommend corrective actions and improvements.
- Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
- Assisted with identifying, interviewing and testing top talent to optimize productivity.
Service Manager
Wells Fargo
Great Falls, VA
08.2016 - 05.2017
- Met with customers to discuss service needs and offer available solutions.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Trained less-skilled service workers on standards, efficiency and conflict resolution for best-in-class customer service.
- Maintained effective customer service by responding to service requests quickly to increase overall sales.
- Followed up with customers during and after to verify satisfaction.
- Updated existing customers on new products, updated services and changes in accounts to maintain good rapport and increase sales.
- Efficiently assisted service workers with problematic transactions to maintain customer satisfaction and quickly rectify issues.
- Hired and trained employees to improve efficiency of department and cultivate productive work atmosphere.
- Monitored safety compliance to maintain strict standards and protect team members from fraud, and losses to avoid negative impacts.
- Organized ongoing maintenance schedules to boost system performance.
Personal Banker
Wells Fargo
Aalexandria , Va
01.2011 - 05.2016
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Achieved consistent recognition as top sales performer.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Maximized revenue through improved sales techniques and branch productivity.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Identified and investigated variances to financial plans and forecasts.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Solved customer challenges by offering relevant advise to their needs.
Education
GED -
T.C. Williams High School
Alexandria, VA06.2003
High School Diploma -
Colegio Maria Inmanculada
Bogota - Colombia 11.2001
Skills
- Ability to asses issues, make quick decisions implement solution and influence change
- Ability to coach and train, influence and develop staff
- Outstanding problem solving and decision making skills
- Ability to manage multiple and competitive priorities
- Experience in building partnership and consulting effectively with leadership
- Knowledge and understanding of retail banking systems such as Operational Risk, Regional Resource Planning, Customer Experience, Branch Supervision and Loss Tracking Tools
- Emphasis on proactive monitoring, governance risk identification or escalation, as well as managing sound risk decision commensurate with business units risk appetite and all risk and compliance requirements
- Business consultant
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Business Execution Consultant Regional Service
Wells Fargo
08.2017 - Current
Service Manager
Wells Fargo
08.2016 - 05.2017
Personal Banker
Wells Fargo
01.2011 - 05.2016
GED -
T.C. Williams High School
High School Diploma -
Colegio Maria Inmanculada
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