Financial Sector
Jessica Gafford
Texas City,TX
Summary
Reliable business professional with experience in business execution and implementation, process improvement through root cause analysis and effective improvement planning. Proven track record of successfully streamlining business operations and mitigating risk. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
Work History
Business Execution Consultant
Wells Fargo Bank
12.2015 - 04.2024
- Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
- Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
- Designed tailored training programs for employees at various levels within the organization, boosting overall skillsets.
- Delivered comprehensive reports and presentations to leadership, providing insights and actionable recommendations for business improvement.
- Conducted risk assessments for business processes, recommending measures to mitigate potential impacts.
- Established best practices for project management within client organizations, leading to more predictable and successful outcomes.
- Improved organizational efficiency, overhauling outdated operational procedures with innovative, tech-driven solutions.
- Conducted regular reviews of operations and identified areas for improvement.
- Educated staff on organizational mission and goals to help employees achieve success.
- Developed effective improvement plans in alignment with goals and specifications.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Frequently inspected production area to verify proper equipment operation.
Branch Manager
Wells Fargo Bank
12.2013 - 12.2015
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company goals Andrew operation.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Reduced employee turnover by fostering a positive work environment and focusing on employee develdevelopment
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- presence by orchestrating community engagement initiatives.
- Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
Service Manager
Wells Fargo Bank
09.2006 - 12.2013
- Championed the adoption of data-driven decision-making practices within the organization, promoting greater accuracy in forecasting trends and making strategic decisions.
- Improved operational efficiency by streamlining processes and implementing new technology in banking services.
- Enhanced customer satisfaction by addressing concerns promptly and providing appropriate solutions.
- Implemented risk management strategies to minimize potential losses and maintain compliance with industry regulations.
- Evaluated employee performance regularly, providing constructive feedback and opportunities for professional development.
- Participated in industry conferences and networking events to stay informed on current trends, emerging technologies, and best practices within the banking sector.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reported issues to higher management with great detail.
- Reduced operational risks while organizing data to forecast performance trends.
Personal Banker
Wells Fargo Bank
01.2003 - 09.2006
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed deposits, withdrawals and ACH transfers accurately.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
Teller
Wells Fargo Bank
03.2002 - 02.2003
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Reported suspicious activity in line with bank security policies.
- Maintained accurate records of customer transactions in line with bank procedures.
- Handled complex transactions such as wire transfers or foreign currency exchanges with accuracy and efficiency.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Referred customers to other banking departments for specialized services.
Education
High School Diploma -
Clear Creek HS
League City, TXSkills
- Team leadership & development
- Problem-solving
- Attention to detail
- Time management
- Analytical thinking
- Strategic planning
- Issue resolution
- MS office
- Processes and procedures
- Process improvement
- Change management
- Process optimization
- Subject matter expert
- Executive support
- Resource evaluation
- Disaster recovery planning
- Multitasking and organization
- Team collaboration
- Verbal and written communication
- Risk assessment
- Industry knowledge
- Reports and documentation
- Integrity and honesty
Timeline
Business Execution Consultant
Wells Fargo Bank
12.2015 - 04.2024
Branch Manager
Wells Fargo Bank
12.2013 - 12.2015
Service Manager
Wells Fargo Bank
09.2006 - 12.2013
Personal Banker
Wells Fargo Bank
01.2003 - 09.2006
Teller
Wells Fargo Bank
03.2002 - 02.2003
High School Diploma -
Clear Creek HS