Summary
Overview
Work History
Education
Skills
Timeline
Certifications
Generic

Ja'Vares Lewis

Atlanta,GA

Summary

Results-oriented financial services leader with over 12 years in banking and 5 years managing high-performing branch teams. Expertise in driving revenue growth, enhancing customer experience, and strengthening risk management. Known for exceeding sales targets and fostering strategic community partnerships.

Overview

12
12
years of professional experience

Work History

Regional Banking Branch Manager

Wells Fargo Bank, N.A.
Atlanta, GA
04.2021 - Current
  • Experience District Manager, ensuring alignment with regulations, policies, and operational expectations across multiple branches.
  • Partner with Regional Executives to conduct risk and compliance audits, mitigating operational and regulatory risks.
  • Experience leading the execution of business strategies that support high performing teams, strong results in business growth, elevating customer experience, customer retention, and employee engagement.
  • Drove business growth by recruiting and coaching talent, fostering a culture of accountability and high performance.
  • Mentored branch managers through Branch Manager Readiness Program, enhancing leadership skills in performance management, compliance, and customer experience.
  • Proven experience coaching and influencing employees and management in serving affluent and relationship focused customers through personalized financial conversations and consultative service.
  • Experience leading the execution of business strategies that support high performing teams, strong results in business growth, elevating customer experience, customer retention, and employee engagement.
  • Built strategic partnerships with local businesses and community leaders, strengthening market presence and community engagement.

Service Manager II

Wells Fargo Bank, N.A.
Atlanta, GA
06.2019 - 04.2021
  • Led and motivated a diverse team to exceed performance metrics in customer service and sales.
  • Identified potential fraud and high-risk transactions, proactively mitigating financial loss.
  • Managed branch operations and compliance to ensure adherence to retail banking regulations and mitigate risk of financial loss.
  • Delivered regular briefings and operational updates to upper management, enhancing strategic decision-making.

Personal Banker

Wells Fargo Bank, N.A.
Atlanta, GA
11.2018 - 06.2019
  • Partnered with small business owners and affluent clients to create customized financial strategies that align with their goals.
  • Advised clients on bank products and financial planning to identify business growth opportunities.
  • Enhanced customer satisfaction and loyalty by implementing relationship-driven sales and service approaches.

Licensed Insurance Agent

GEICO
Macon, GA
09.2017 - 11.2018
  • Surpassed sales goals by generating leads, analyzing client needs, and upselling policies.
  • Cultivated long-term client relationships through personalized insurance solutions.
  • Facilitated underwriting and compliance processes to ensure accurate coverage approvals.

Customer Sales and Service Representative

Wells Fargo Bank, N.A.
Atlanta, GA
11.2014 - 09.2017
  • Provided exceptional customer service while adhering to bank policies and procedures.
  • Cultivated strong client relationships, enhancing customer loyalty and contributing to branch growth.
  • Collaborated with mortgage, loan, and investment advisors to deliver tailored financial solutions.

Education

Bachelor of Science - Business and Managerial Economics

Georgia State University
Atlanta, GA
05-2015

Associate of Science - Accounting and Finance

Middle Georgia State University
Macon, GA
05-2011

Skills

  • Multi-Branch Operations & Leadership
  • Risk & Compliance Management
  • Business Development & Revenue Growth
  • Customer Experience & Retention
  • Client Engagement
  • Strategic Planning & Execution
  • Financial Analysis
  • Digital Banking Innovation
  • Performance metrics
  • Business Partnership
  • Employee performance coaching
  • Segment relationship management

Timeline

Regional Banking Branch Manager

Wells Fargo Bank, N.A.
04.2021 - Current

Service Manager II

Wells Fargo Bank, N.A.
06.2019 - 04.2021

Personal Banker

Wells Fargo Bank, N.A.
11.2018 - 06.2019

Licensed Insurance Agent

GEICO
09.2017 - 11.2018

Customer Sales and Service Representative

Wells Fargo Bank, N.A.
11.2014 - 09.2017

Associate of Science - Accounting and Finance

Middle Georgia State University

Bachelor of Science - Business and Managerial Economics

Georgia State University

Certifications

Life, Accident & Sickness

FINRA Securities Industry Essentials (SIE)