Joanna Serrano
Half Moon Bay,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Experienced with operational strategy and team leadership. Utilizes process optimization techniques to enhance efficiency. Track record of implementing effective solutions to complex operational challenges.
Overview
14
14
years of professional experience
Work History
Branch Operations Associate Manager
Wells Fargo
Half Moon Bay, CA
06.2024 - Current
- Facilitated regular team meetings to communicate updates, address concerns, and promote engagement.
- Intentional observation of individual employee development areas, operational controls and/or customer interactions.
- shipments, ATMs, dual control, overrides, control online tasks, weekly schedule.
- Workforce planning, interviewing, following-up on open reqs.
Personal Banker
Wells Fargo
Half Moon Bay, CA
01.2016 - 06.2024
- Built strong rapport with new and existing clients to better serve financial needs.
- Help customers open and close accounts, apply for loans and make sound financial decisions.
- Profile customers effectively to identify needs and match bank products.
- Help with teller line, assist with incoming and outgoing shipment, maintain ATMs.
- Train new and existing employees with operating procedures and policies.
- Wells at work advocate
- Business advocate
Shift Lead Manager
Peets Coffee And Tea
Half Moon Bay, CA
09.2012 - 12.2016
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Delegated tasks to employees and monitored activities and tasks completion.
- Supervised, motivated and led employees to maintain productivity and customer service levels.
- Complied with company safety procedures, policies and regulations to promote safe working environment.
- Assisted general manager with operations game plan and company initiatives implementation.
Education
Half Moon Bay High School
Half Moon Bay, CASkills
- Relationship Building
- Customer service
- Self-Motivated
- Spanish fluency
- Transaction processing
- Financial Profiling
Languages
Spanish
Native or Bilingual
Timeline
Branch Operations Associate Manager
Wells Fargo
06.2024 - Current
Personal Banker
Wells Fargo
01.2016 - 06.2024
Shift Lead Manager
Peets Coffee And Tea
09.2012 - 12.2016
Half Moon Bay High School