Lakhwinder Kaur
Los Angeles,CA
Summary
A well-rounded individual who is determined to get the job done. Works very well under stress. Gets the job done in a timely manner. Great work ethic. Versatile Branch Manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with 5 years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service.
Overview
14
14
years of professional experience
Work History
Branch Manager
Wells Fargo
South Gate, CA
05.2022 - Current
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Engage customers to understand their financial needs, and work proactively to help customers succeed financially
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Managed and inspired team members to perform to full potential.
- Planned work schedules to maintain adequate staffing levels.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Lead, manage and develop a team of direct and indirect reports with low to moderate complexity and risk in retail banking branch.
- Self-motivated with a high level of initiative and accountability
- Identify and recommend opportunities for individuals to efficiently improve process and risk control development for all functions in the retail banking branch
- Knowledge and understanding of laws and regulations pertaining to the banking industry
- Experience making work-related outbound phone calls
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Managed and inspired team members to perform to full potential, driving branch profitability.
Service Manager
Wells Fargo
Culver City, CA
12.2018 - 05.2022
- Coaching the team
- Focusing on customer complaints
- How to minimize risk and loss to the teller, the branch and the company
- Complying with all policies and procedures and regulatory banking requirements
- Developed team members for current and future positions with the company
- Developing myself to learn more about platform and be hands on
- Managing team schedules and lead the day-to-day operations for the whole branch
- Escalate and resolve customers issues in a timely manner
- Ask fact finding questioned to recommend products and services and when appropriate follow up with a banker or warm handoff
- Assist branch manager with managing the branch
- Managed the branch multiple times without branch manager being present
Lead Teller
Wells Fargo
Culver City, CA
01.2017 - 12.2018
- Assist service manager in daily, weekly, monthly task
- Custodian lead teller
- Coached new teller
Teller
Wells Fargo
Century City, CA
06.2016 - 01.2017
- Help customer complete over the counter transaction
- Quickly and effectively solve customer issues assist lead teller in daily task
Holiday Sales Associate
Macy’s
Los Angeles, CA
12.2014 - 02.2015
Volunteer, Tutor
UCLA Gold and Blue Scholars
Los Angeles, CA
09.2012 - 05.2013
- Helped kids with academic needs
Volunteer
Kaiser Permanente
Los Angeles, CA
10.2010 - 12.2012
- Worked in the ER, helped with patients
Education
Nursing
West Coast University
North Hollywood, CA01-2019
American Career College
Los Angeles, CA04.2016
Flex ED
Flex ED Chino01.2014
Alexander Hamilton High School
Los Angeles, CA05.2013
Skills
- Good communication skills
- Dependable
- Microsoft Access and Dynamics
- People-Oriented
- Cash Handling
- Multilingual in Punjabi, Hindi and English
- Conflict Resolution
- Multi-Tasking Ability
- Coaching and Mentoring
- Attention to Detail
- Staff Training
- Employee Development
- Risk Mitigation
- Operations Management
- Staff Management
- Team Player
- Accounts Receivable
- Customer Relationships
References
References
Available upon request.
Timeline
Branch Manager
Wells Fargo
05.2022 - Current
Service Manager
Wells Fargo
12.2018 - 05.2022
Lead Teller
Wells Fargo
01.2017 - 12.2018
Teller
Wells Fargo
06.2016 - 01.2017
Holiday Sales Associate
Macy’s
12.2014 - 02.2015
Volunteer, Tutor
UCLA Gold and Blue Scholars
09.2012 - 05.2013
Volunteer
Kaiser Permanente
10.2010 - 12.2012
American Career College
Flex ED
Alexander Hamilton High School
Nursing
West Coast University
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