Janet Vargas

Collaborated closely with personal bankers, wealth management department, relationship managers and other private banking teams to ensure seamless customer service delivery for all clients.

Cultivated client relationships by building and maintaining long-term relationships with key business managers and personal assistants, enhancing service offerings and ensuring smooth affluent client interactions.

Adaptable under pressure, thriving in a fast-paced, high-pressure environment, maintaining superior service standards and ensuring all client interactions are managed with accuracy and care.

Managed client requests by overseeing and addressing direct client requests, complaints and feedback. Ensuring timely responses and effective problem resolutions with professionalism and empathy, while maintaining a focus on client satisfaction and retention.

Streamlined client’s service requests by effectively prioritizing and managing incoming client requests across multiple channels, including emails, phone calls, faxes, and in-person interactions.

Minimize risk and coached the team to comply with changing regulations by staying informed. Helped development the team by mentoring new and existing team members, setting clear goals and performance metrics to promote growth and operational excellence.

Lead team by fostering a cohesive team environment, providing regular guidance, supporting collaboration, and ensuring alignment with operational goals. Coached team to review KYC requirements, trust documents, loans and business documents besides all other banking documentation.

Conducted mid-year and annual performance reviews, delivering constructive feedback to enhance individual and team outcomes.

Increased team member retention by reducing turnover from 100% to 20% within a year. Introducing new engagement activities, focused on leveraging team strengths, empowering participation in company events, and fostering a positive, growth-oriented work environment.

Built strong professional relationships by successfully coaching, developing, and promoting over twenty employees within a year. Partnered with district management to develop high-potential team members, reducing job vacancies and alleviating staffing shortages across the district. Conducted interviews for internal and external candidates to ensure alignment with company hiring standards.

Managed the largest branches in the Orange County District, overseeing 25+ employees at each location. Acted as a regional service manager, overseeing transaction approvals, coaching new service managers, and leveraging leadership experience their decision-making and problem solving skills.

Reduced branch losses by training the team to effectively use risk identification tools. Emphasized proactive questioning to detect potential fraud and prioritized safeguarding customer assets.

Consistently achieved a score of 95% in yearly audits. Assisted neighboring branches in improving processes to reduce risks. Guided service managers on organizing documentation and streamlining workflows to enhance operational efficiency.

Trained and developed multiple senior-level branches in Florida during the Wachovia Bank merger. Coaching and developing over forty employees within two weeks following the company’s training protocol.

Lead and organized monthly meetings for tellers, lead tellers and service managers. Creating agendas, sharing updates on risk management, and reinforcing key messages to ensure consistent communication across teams.