High-performing Branch Manager who increased branch performance and revenue ranking by more than 50% in a single year. Recognized for building stable, high-engagement teams with exceptionally low employee turnover.
Overview
29
29
years of professional experience
Work History
VP, Branch Manager
Wells Fargo Bank, N.A.
Anaheim
08.2023 - Current
Provide strategic and operational leadership to drive branch performance, revenue growth, and regulatory compliance in a highly competitive market.
Build, coach, and retain high-performing teams through targeted development, performance management, and mentorship of emerging leaders, including new Branch Managers.
Accelerate customer acquisition and retention through data-driven insights, consultative financial solutions, and strong cross-functional partnerships.
Strengthen community presence and elevate the customer experience by aligning banking solutions to individual and business financial objectives.
Champion process improvements and operational efficiencies through disciplined execution, employee engagement, and structured leadership routines.
Branch Manager
U.S. Bank
S Lake Tahoe
06.2015 - 07.2023
Provide strategic leadership and operational oversight to ensure consistent achievement of branch performance goals while maintaining full compliance with all banking laws and regulatory requirements.
Recruit, develop, and retain high-performing teams through intentional coaching, mentoring, and performance management; mentor new Branch Managers and provide management coverage for up to four branches.
Drive revenue growth and customer retention through data-driven reporting, consultative financial solutions, and close collaboration with wealth management, business banking, mortgage, treasury, and payment services partners.
Deliver a differentiated customer experience by strengthening community engagement, expanding the customer base, and aligning products and services to individual and business financial goals.
Lead continuous improvement initiatives by delegating effectively, conducting weekly leadership meetings, addressing employee concerns, and implementing process enhancements to improve efficiency and service quality.
Case Manager
Shasta County HHSA
Shasta Lake
04.2013 - 06.2015
Performs client intake procedures, eligibility determinations and establishes case loads and services for programs in social services. Including TANF, Cal-Fresh, Homeless assistance and Medical-Cal.
Initiate and respond to contact with clients; determines eligibility, educates clients regarding various services, grant funded and specialized programs and recommends other sources of services for those not
Maintain close, collaborative and cooperative relationships with community agencies, social workers, local law enforcement and other public agencies and educational plans; provides information to other County departments and State agencies as necessary.
HR Manager / Call Center and Vendor Relations Manager
Pre-Employ.com
Anderson, CA
08.2011 - 01.2013
Built, led, and scaled high-performing call center and vendor relations teams across onsite and virtual environments, overseeing recruitment, training, and performance management.
Designed and implemented a multi-state virtual training program, enabling cross-time-zone hiring and improving onboarding consistency and workforce scalability.
Led complex issue resolution for escalated customer interactions, coaching representatives on de-escalation, problem-solving, and service recovery.
Analyzed call center and vendor performance metrics to identify training gaps, optimize workflows, and implement process improvements aligned with organizational goals.
Delivered weekly executive-level reporting and performance insights directly to the CEO, supporting data-driven decision-making and operational strategy.
Personnel Coordinator (HR Generalist) and Accounts Payable/Receivable
Sierra Pacific Industries
Anderson, CA
04.1997 - 05.2010
Recruit, hire and train all staff for Sawmill, Pole Plant, Fabrication Shop, Warehouse and Trucking divisions located in Anderson, CA. Approx. 175-200 employees.
Process payroll and coordinate benefits for all employees accurately and timely.
Passed multiple EEOC and DOT audits without exception
Track vacation and leaves of absence for all employees and ensure all state and federal laws were being followed.
Prepare and participate is disciplinary action hearing and coaching.
Provide all manner of general human resource information and support to all employees.
Processed accounts payable for Fabrication Division.
Tracked reporting of production, inventory and shipments for Pole Plant Division.
Issued invoices and tracked accounts receivables for Pole Plant Division.