Developed leadership and operational management skills in a high-paced banking environment, looking to transition into a new field. Proven ability to oversee financial operations and enhance team performance, ensuring organizational success. Committed to leveraging transferable skills to drive results and support team growth in a new career path.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Manager (SAFE)
Wells Fargo Bank
1200 Wilshire Blvd Los Angeles CA, 90017-DTLA
08.2023 - 08.2024
- Led branch operations with a strong commitment to customer satisfaction.
- Enhanced the customer experience by resolving high-stakes issues swiftly and effectively.
- Drove team growth through proactive mentoring and support.
- Increased digital tool adoption through strategic promotion initiatives.
- Leveraged over 15 years of banking experience to significantly improve branch performance and customer satisfaction.
- Formulated and implemented strategic plans that aggressively targeted branch growth and profitability.
- Ensured strict adherence to SAFE registration standards.
- Empowered team members to elevate customer engagement and service quality.
- Championed coaching efforts for diverse customer segments, including affluent individuals, high net worth clients, and small businesses.
- Effectively monitored branch performance against key performance indicators, taking decisive corrective actions to consistently meet or exceed objectives.
Associate Branch Manager (SAFE)
Wells Fargo Bank
232 E 2nd St Ste G, Los Angeles, CA 90012-DTLA
01.2022 - 07.2023
- Coached and developed a high-performing team to implement business strategies, achieve results, and drive growth.
- Addressed and mitigated risks to enhance both customer and employee satisfaction, supporting overall business expansion.
- Identified opportunities to simplify banking for customers by educating them on available digital options, increasing adoption and convenience.
- Evaluated and developed staff to enhance team capabilities.
- Increased revenue generation by identifying growth opportunities and launching targeted marketing campaigns.
- Championed diversity in the workplace by promoting inclusive hiring practices and fostering cultural sensitivity among team members.
Service Manager
Wells Fargo Bank
Los Angeles
01.2016 - 01.2022
Managed team performance, ensuring operational success and regulatory compliance
Led data-driven strategies, improving operational efficiency and customer metrics
Resolved customer complaints in a professional and timely manner.
Met with customers to discuss service needs and offer available solutions.
Hired, trained, and supervised a team of service staff members to meet business goals.
Analyzed service reports to identify areas of improvement.
Developed and maintained positive relationships with customers to build rapport and trust.
Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
Lead Teller
Wells Fargo Bank
Los Angeles
03.2012 - 12.2016
Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
Assisted in training new tellers to ensure consistently excellent service across the team.
Supported branch management in conducting audits, and demonstrating attention to detail while verifying transactional records for accuracy.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.