JACOB SENA
Albuquerque
Summary
Strategic retail banking executive with extensive experience leading high-performing teams and driving growth across affluent and small business segments. Expertise in developing leaders and executing market strategies that enhance client relationships and ensure compliance. Committed to building inclusive teams and fostering community partnerships.
Overview
21
21
years of professional experience
Work History
District Manager
Wells Fargo & Company
Albuquerque
08.2016 - Current
- Increased effectiveness of branch managers through frequent visits for observation, coaching, and feedback.
- Compliance and operational risk management with a balanced approach to ensure adherence with reputational and regulatory compliance. Successfully passed in person & virtual audits. Strong partnership with Regional Service Consultant to mitigate risk activities.
- Conducted daily sales and growth activities to acquire, deepen, and retain relationships across deposits, credit, and investment production.
- Planned workforce to build talent, adhering to a semiannual development action plan for employee confidence and cross-training.
Retail Branch Manager
Wells Fargo & Company
Albuquerque
11.2014 - 08.2016
- Directed control assessments to identify compliance risks and assess potential fines while ensuring fair access to financial services.
- Evaluated historical, current, and forecast data to identify development and enhancement opportunities.
- Supervised daily operations to ensure effective branch management.
- Managed staff scheduling and performance evaluations for team development.
- Developed and implemented customer service strategies to enhance client satisfaction.
Business Banking Specialist
Wells Fargo & Company
Albuquerque
12.2013 - 11.2014
- Consulted small business customers to identify needs and propose tailored banking solutions, enhancing customer satisfaction.
- Resolved business customer issues and provided technical expertise, ensuring prompt responses to inquiries.
- Collaborated with team members to convert service inquiries into sales opportunities, contributing to revenue growth.
Branch Retail Executive
BBVA Compass
Albuquerque
12.2008 - 07.2013
- Developed financial analysis reports on commercial real estate, borrowers' financial statements, lease reviews, and market research to inform lending decisions.
- Analyzed financial status, credit, and property evaluation of applicants to assess loan feasibility and mitigate risk.
- Executed loan origination process by ordering credit reports, appraisals, and preliminary title reports to ensure thorough evaluation.
Branch Manager
Wells Fargo & Company
Las Vegas
10.2005 - 11.2008
- Managed inter-team conflict resolution, yearly performance reviews, hiring and termination processes, training initiatives, scheduling, time and attendance, and payroll to enhance staff productivity.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Networked within communities to identify and pursue business opportunities, strengthening local presence and client base.
Education
MBA - MASTER OF BUSINESS ADMINISTRATION
University of Phoenix
Tempe, AZ02-2019
BACHELOR OF SCIENCE - BACHELOR OF SCIENCE IN MANAGEMENT
University of Phoenix
Tempe, AZ05-2017
Skills
- Operational improvement plans
- Revenue and sales enhancement
- Partnership development
- Risk management compliance
- Operational improvement plans
- Strategic initiatives
- Employee performance coaching
- Leadership development
- Leadership development
Affiliations
- Previous Board Activities:
New Mexico Department of Veteran Services in Southeast New Mexico
Board of Director, Women's Economic Self Sufficiency Team (WESST) 8/2020-2023
Board of Director, Kirtland Partnership Committe 6/2023-12/2025
Timeline
District Manager
Wells Fargo & Company
08.2016 - Current
Retail Branch Manager
Wells Fargo & Company
11.2014 - 08.2016
Business Banking Specialist
Wells Fargo & Company
12.2013 - 11.2014
Branch Retail Executive
BBVA Compass
12.2008 - 07.2013
Branch Manager
Wells Fargo & Company
10.2005 - 11.2008
MBA - MASTER OF BUSINESS ADMINISTRATION
University of Phoenix
BACHELOR OF SCIENCE - BACHELOR OF SCIENCE IN MANAGEMENT
University of Phoenix