Kendra Bau
Dawsonville,GA
Summary
- 10 + years coaching and developing retail consumer bank employees
- 10 + years leadership and Manager experience
- 10 + years strategic-thinking and implementation of business initiatives
- 20 + years building life-long relationships with mass and high net worth clients
- Advanced knowledge in bank regulations, compliance, and risk controls
- Develops strong partnerships with Senior Leaders, Business Partners, HR, and Direct Line of Business
- Proficient in Microsoft Office; Outlook, Word, Excel, Power Point and Internet
Overview
16
16
years of professional experience
Work History
Manager
Charles Schwab Premier Bank
10.2022 - Current
- Effectively manage caseload volume and efficiency to support improved completion time and drive client experience
- Leading procedural work and proactively taking on additional responsibility of annual revisions
- Assist with creation and implementation of service feedback processes
- Lead and represent PET on ACTM
- Establish strong relationships with Sr Managers, Sr Bankers, Directors and key partners across the enterprise
- Receive positive feedback and recognition from peers, partners and leadership
- 2023 Q2 Lead Award recipient
Branch Manager
Wells Fargo Bank
07.2013 - 10.2022
- Lead team up to 13 FTE to influence, educate, and connect customers to technology and share the value of digital banking options
- Hire, coach and develop branch team members, building relationships among all levels
- Consistently manage and follow policies and procedures to mitigate potential risk opportunities
- Manage compliance controls, risk management and loss prevention
- Effectively manage changing priorities
- Experience leading a team through organizational change
- Experience building and maintaining effective relationships with clients and internal partners
- Develop strong partnerships with branch, district and regional partners to operate more effectively and efficiently
- District mentor for new hire Branch Managers to support onboarding and development
Assistant Branch Manager
Wells Fargo Bank
10.2012 - 07.2013
- Trained bankers and Service Manager 2
- Utilized Online Recruiting and Staff Management to successfully source and retain talent
- Increased banker production through effective coaching, weekly one-on-one observations and feedback
- Maintained #1 sales position in store for 5 quarters consecutively, receiving 87.50% individual service scores in 2012
- Drove customer experience scores from 41.67% in Oct 2012 to 82.61% in April 2013
Personal Banker
Wells Fargo Bank
02.2011 - 10.2012
- Managed customer portfolios, serviced accounts and cross-sold all products and services
- Developed strong relationships with internal partners (Merchant, Payroll, Premier Banker, & Mortgage)
Assistant Branch Manager
REGIONS BANK
05.2010 - 02.2011
- Sell and support sales, service and coaching process for platform and teller associates
Store Manager
ANN TAYLOR
08.2009 - 05.2010
- Foster a client-focused team environment as floor coach, driving volume and anticipating client's needs
Branch Manager
ADECCO
10.2008 - 08.2009
- Monitor, evaluate, and counsel staff of 25 employees
Education
Business Administration with an emphasis in Marketing -
Chadron State University
Chadron, NE12.2002
Skills
- Performance Management
- Policy & Procedure Implementation
- Relationship Building
- Operations Management
- Risk Management
- Partnering/Collaboration
- Time Management
- Strategic Planning
- Staff Training and Development
Volunteer Experience
- Moneywise America Volunteer 2023-Present
- Arthritis Foundation Volunteer 2013-Present
- Save the Horses Rescue & Relief 2013-Present
- Dallas Food Bank February 2023
- Habitat for Humanity Athens, GA November 2023
- Wells Fargo Volunteers 2013-2022
- Wells Fargo Women's Team Member Network 2013-2022
Timeline
Manager
Charles Schwab Premier Bank
10.2022 - Current
Branch Manager
Wells Fargo Bank
07.2013 - 10.2022
Assistant Branch Manager
Wells Fargo Bank
10.2012 - 07.2013
Personal Banker
Wells Fargo Bank
02.2011 - 10.2012
Assistant Branch Manager
REGIONS BANK
05.2010 - 02.2011
Store Manager
ANN TAYLOR
08.2009 - 05.2010
Branch Manager
ADECCO
10.2008 - 08.2009
Business Administration with an emphasis in Marketing -
Chadron State University
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