JOANNA HAKIM
Salt Lake City,Ut
Summary
Having been exposed to a variety of financial institutions throughout my career, I bring a broad perspective on operational efficiency and client service excellence. I am committed to leveraging this experience to help shape and enhance the performance of our current institution. My goal is to identify opportunities for improvement, streamline processes, and contribute to a culture of innovation and continuous improvement that supports both our team and our clients.
Overview
16
16
years of professional experience
Work History
Branch Manager Vice president
Zions Bank
Salt lake city , Utah
09.2023 - Current
- Lead and inspire a high-performing team of continuity professionals, fostering engagement, accountability, and effective coordination
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Coordinated training sessions for staff on new procedures and tools.
- assisted with implementation and integration of Bancs with current team and other branches.
- Led daily operations to ensure efficient branch performance and customer satisfaction.
- Analyzed branch performance metrics to identify areas for improvement and growth strategies.
Branch Manager
Wells Fargo
Draper, Utah
09.2022 - Current
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Planned work schedules to maintain adequate staffing levels.
- Disciplined employees to encourage compliance with company policies and procedures.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Designed sales and service strategies to improve revenue and retention.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
- Identified risks and opportunities with management to improve business processes.
- Supervised audit staff to align goals with company and deliver excellent internal audit services.
- Provide recruitment and placement, and affirmative employment advisory services.
- Lead or participate in special initiatives, studies and projects, and affirmative employment activities.
Branch Manager
Wells Fargo
Holladay, Utah
03.2020 - 09.2022
- Adhered to deadlines in optimizing regulatory and operational performance.
- Monitored compliance risk controls to identify deviations and offer recommendations.
- Facilitated adherence to safety and regulatory objectives and managed client-specific projects, training programs and personnel background checks.
- Established and built customer relationships through targeted outreach and initiatives.
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Review and understand contract plans and specifications.
Branch Manager
Wells Fargo, Rocky Ridge And Trace Crossing
Hoover, AL
01.2016 - 03.2020
- Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
- Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment
- Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options
Personal Banker
Wells Fargo
Hoover, AL
02.2014 - 01.2016
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Procurement Specialist
Bell Helicopter Textron
Amarillo, TX
10.2012 - 07.2013
- Prepared and processed purchase orders for supplies, equipment and services.
- Negotiated favorable terms, volume discounts and long-term contracts with suppliers for procurement of goods and supplies.
- Evaluated and researched suppliers and processed orders for purchases through new contracts and competitive bids.
- Accelerated expansion projects by guiding contracts into place and assisting in managing timely initiation and execution of each.
- Monitor existing contracts for upcoming expiration dates, subsequently coordinating with appropriate channels for contract re-negotiation and possible renewal.
- Optimized contract terms and conditions to bolster profitability and reduce risk.
- Review and understand contract plans and specifications.
Teller, Banker
Wells Fargo
01.2010 - 10.2012
- Followed department policies and completed required paperwork for each transaction.
- Supported exceptional customer service with prompt acknowledgment and accurate account services.
- Achieved referral and cross-selling quotas to support corporate revenue goals.
- Resolved problems and discrepancies concerning customers' accounts.
Education
Bachelor of Arts - International Business
West Texas A&M University
TX05.2012
Skills
- Fluent in Arabic, French and English, Writing, reading and speaking
- Interviewing and Hiring
- Coaching and Mentoring
- Skilled Negotiator
- Strategic planning
- Compliance management
- Effective communication
- Risk Management
Timeline
Branch Manager Vice president
Zions Bank
09.2023 - Current
Branch Manager
Wells Fargo
09.2022 - Current
Branch Manager
Wells Fargo
03.2020 - 09.2022
Branch Manager
Wells Fargo, Rocky Ridge And Trace Crossing
01.2016 - 03.2020
Personal Banker
Wells Fargo
02.2014 - 01.2016
Procurement Specialist
Bell Helicopter Textron
10.2012 - 07.2013
Teller, Banker
Wells Fargo
01.2010 - 10.2012
Bachelor of Arts - International Business
West Texas A&M University
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