Ivette Intriago
Boca Raton,FL
Summary
Competent and responsive professional capable of acting as liaison between customers and bank. Recognized for consistently achieving sales targets and cross-selling bank products. Driven Service Manager with 3 year track record of successful administrative and operations management. Highly skilled in cultivating and leading high-performance teams focused on exceeding business objectives. Ambitious banking professional extensively trained in bank leadership, fraud awareness and teller operations. Logical Service Manager skilled in problem-solving and creative decision-making.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Branch Service Manager
Wells Fargo
Fort Lauderdale, FL
10.2019 - Current
- Coached staff to improve efficiency and revenue with more effective procedures and approaches.
- Supervised team of 8 branch employees and made recommendations regarding performance evaluations.
- Wrote and administered employee performance reviews to monitor customer service and personal sales of 8-member team.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Coached and developed branch staff by offering constructive feedback and training opportunities.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Assessed employee performance and developed improvement plans.
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
Personal Banker
Wells Fargo
Fort Lauderdale, FL
12.2017 - 10.2019
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Established rapport with new clients to increase satisfaction and loyalty
- 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
- Achieved consistent recognition as top sales performer
Teller
Wells Fargo
Fort Laudeerdale, FL
03.2016 - 12.2017
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Processed exchange and foreign currency
- Identified sales opportunities and referred customers to branch partners in financial services
- Maintained friendly and professional customer interactions
- Executed customer transactions, including deposits, withdrawals, money orders and checks
Education
North Bergen High School
North Bergen, NJCatolica College
EcuadorSkills
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Accomplishments
- Earned twice the Semi Annual Recognition Award in 2018
- Earned the Annual recognition Award in 2019
- Earned the Golden Spoke Champion Award in 2020
Certification
Certified Advocate Wells Fargo at Work
Timeline
Branch Service Manager
Wells Fargo
10.2019 - Current
Personal Banker
Wells Fargo
12.2017 - 10.2019
Teller
Wells Fargo
03.2016 - 12.2017
Catolica College
North Bergen High School
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