Katherine A. Peguero
Orlando,FL
Summary
Personal profile Self-driven individual with exceptional interpersonal, communication and relationship-building skills. Demonstrated history of producing quality deliverables and handling multiple tasks under strict deadlines, while utilizing brilliant customer relations skills in a fast-paced work environment, in order to achieve the company's goals. Presently, pursuing a position that offers an engaging atmosphere and allows for innovation of the company's culture for the betterment of all parties involved.
Overview
12
12
years of professional experience
Work History
Regional Banking Branch Manager (SAFE) Assistant Vice President
Wells Fargo Bank N.A
12.2020 - Current
- Experience managing over 80 employees across different branch locations to deliver an exceptional customer experience
- Goal-oriented professional tasked with maintaining a focus on building relationships, engaging customers in conversations to understand their financial needs, and work proactively to help clients succeed financially
- Continuously, growing with different situations and being agile in an ever-changing environment
- Accomplish administrative responsibilities such as sourcing and hiring talented team members, implement strategies, providing ongoing coaching and feedback, recognizing, and developing team members, identifying, and managing risks, and completing daily managerial tasks
- Maintain a deep understanding of financial products and services for Small Business and Consumer banking
- Analyze Customer experience through platforms such as Medallia (NPS)
- Excellent verbal, written, and interpersonal communication skills
- Management/Leadership experience including hiring, training, coaching, and developing direct and indirect reports
- Utilizes applicant tracking system to maintain accurate and up-to-date recruitment and applicant files
- Experience in bank operations
- Ability to develop partnerships and collaborate with other team members, LOB partners and other functional areas
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Solid problem-solving skills
- 10+ years of management experience in a financial services environment within consumer and small business banking
- Ability to drive successful execution of business initiatives; ability to plan, prioritize and deliver results
- Mentor and guide talent development of direct reports and assist in hiring regional banking talent
- Created financial dashboards to provide insights into key performance indicators.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Knowledge and understanding of project management principles: tracking deliverables and coordinating tasks and activities
Regional Branch Manager, Regional Banking Branch Manager
Wells Fargo Bank
01.2019 - 12.2020
Regional Banking Branch Manager
Somers Point
01.2017 - 01.2019
Business Specialist
Wells Fargo Bank N.A- Egg
12.2015 - 01.2017
- Responsibilities such as developing and expanding business portfolios, managed their finances in the most successful way possible and help them navigate through numerous services, procedures and products available.
Personal Banker
Wells Fargo Bank N.A- Egg
05.2015 - 12.2015
- Helped customers by managing their money to balance risk and return
- Responsible for building a long-term relationship with clients to better address the specific financial needs of each individual account.
Customer Service and Sales Representative
Wells Fargo Bank N.A- Egg
10.2014 - 05.2015
- Worked directly with customers to recommend products and services to fit their needs
- Recommended potential products or services to management by collecting customer information and analyzing customer needs.
Team Lead/Member Representative/Supervisor/Loan Specialist
Jersey Shore Federal Credit Union
08.2012 - 10.2014
- Supervised employees and offered customer support to bank members
- Managed compliance of transactions with financial policies and bank procedures
- Explained and promoted bank products and services to customers
Special Events/ Promotions Representative
Resorts Hotel and Casino
06.2011 - 09.2013
- Coordinated tournaments, assisted management in hosting parties, and various functions for a casino
- Ensured proper implementation of all promotions, events, and entertainment including set-up, event registration, gift distribution, and prize management
- Provided customer service to bus marketing total rewards.
- Balanced cash drawers and prepared bank deposits for financial maintenance
Education
High School Diploma -
Pleasantville High School
Pleasantville, NJ06.2011
Skills
- Use CRM tool (Salesforce Platform)
- Strong Microsoft Office skills, SharePoint skills, and Advanced Excel skills
- Experience with operational risk, legal, compliance and regulatory adherence
- Experience in strong collaboration and partnering skills with internal and external associates
- Strong organizational, multi-tasking, time management and prioritizing skills
- Thinking and acting strategically, challenge the status quo, recommend, and implement alternative solutions
- Project management skills
- Strong knowledge of Banking Operations in a managed service or outsourced environment
- Continuously review branch compliance performance in preparation of monthly, quarterly, and yearly audits
- Strong attention to detail, analytical skills, and strong critical thinking
- Ability to develop presentations and facilitate meetings, communicate objectives and status, drive to deliver timely and high-quality results
- Strong risk management and compliance skills; adhere to policies using tools and resources
- Experience with strategy development and implementation
- PC and MAC, Medallia (Net Promoter Score), Workday, Salesforce Platform, Bank Supervision Program, Microsoft Office Suites and Internet savvy
- Financial Reporting and Analysis
- Risk Management Expertise
Accomplishments
- Certifications: Nationwide Mortgage Licensing System (NMLS)
Languages
Spanish
Native or Bilingual
Timeline
Regional Banking Branch Manager (SAFE) Assistant Vice President
Wells Fargo Bank N.A
12.2020 - Current
Regional Branch Manager, Regional Banking Branch Manager
Wells Fargo Bank
01.2019 - 12.2020
Regional Banking Branch Manager
Somers Point
01.2017 - 01.2019
Business Specialist
Wells Fargo Bank N.A- Egg
12.2015 - 01.2017
Personal Banker
Wells Fargo Bank N.A- Egg
05.2015 - 12.2015
Customer Service and Sales Representative
Wells Fargo Bank N.A- Egg
10.2014 - 05.2015
Team Lead/Member Representative/Supervisor/Loan Specialist
Jersey Shore Federal Credit Union
08.2012 - 10.2014
Special Events/ Promotions Representative
Resorts Hotel and Casino
06.2011 - 09.2013
High School Diploma -
Pleasantville High School
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