Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
AccountManager

Helen Zeledon

Branch Manager III
Lawndale,CA

Summary

Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Driven Branch Manager with 17-year track record of successful administrative and operations management. Highly skilled in cultivating and leading high-performance teams focused on exceeding business objectives. Expertise in Business Development.

Overview

3
3
Certifications
4
4
years of post-secondary education
17
17
years of professional experience

Work History

Branch Manager III

UNIFY Financial Credit Union
Los Angeles, CA
06.2015 - Current
  • Assessed budget plans and present costs to forecast trends and recommend changes.
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Supportively directed team of 10 team members, consistently improving performance and efficiency to maximize operational results.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
  • Generated dramatic improvements across entire sales cycle, including prospecting, conversion and sales completion.

Business Banker Specialist

Wells Fargo Bank, N.A.
Rancho Palos Verdes, CA
01.2015 - 06.2015
  • Liaised with customers and funding sources to identify and remove roadblocks to business funding.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Acted as liaison between customers and funders to increase overall funding by 125% and remove financial roadblocks.

Customer Service Manager

Wells Fargo, NA
Wilmington, CA
03.2004 - 01.2015
  • Supervised over 15 employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
  • Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
  • Designed and implemented strategic business plans to achieve growth and sales goals while managing sales team and building long-lasting customer relationships.
  • Aided senior leadership during executive decision-making processes and generated daily reports to recommend corrective actions and improvements.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Completed performance reviews each quarter, offering praise and recommendations for improvement

Education

High School Diploma -

Leuzinger High School
Lawndale, CA
08.1999 - 06.2003

Skills

    FHA loan process background

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Accomplishments

  • Top Service Manager in Los Angeles County in September 2015
  • Assisted in the Wachovia conversion in 2010 in Miami, Florida
  • Consistently maintained 100% or better of established production goals
  • Increased monthly revenue 150% through implementation of strategic initiatives.
  • Repeatedly received recognition from superiors for excellence in service.

Certification

CNP - Certified Notary Public

Timeline

CNP - Certified Notary Public

01-2020

Branch Manager III

UNIFY Financial Credit Union
06.2015 - Current

Business Banker Specialist

Wells Fargo Bank, N.A.
01.2015 - 06.2015

Customer Service Manager

Wells Fargo, NA
03.2004 - 01.2015

High School Diploma -

Leuzinger High School
08.1999 - 06.2003

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Helen ZeledonBranch Manager III