Lana Aguilar
Absecon,NJ
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Branch Administrator
Morgan Stanley
06.2021 - Current
- Collaborated with senior management to develop strategic plans for branch expansion and improvement initiatives.
- Maintained confidentiality of records and client information to prevent mishandling of data and potential breaches.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Managed travel arrangements including booking flights accommodations providing detailed itineraries for upper-level executives.
- Supported branch growth through effective management of staff, including recruitment, training, and performance evaluations.
- Coordinated team meetings agendas aimed at enhancing collaboration within the workforce.
- Handled confidential information professionally safeguarding sensitive company data at all times.
Branch Service Manager
Wells Fargo & Company
11.2016 - 06.2021
- Exceeded monthly, quarterly and yearly operational audits and compliance training programs.
- Met with customers to discuss service needs and offer available solutions.
- Hired, trained and supervised team of service staff members to meet business goals.
- Analyzed service reports to identify areas of improvement.
- Resolved customer complaints in professional and timely manner.
- Effectively worked with partners to gain relationship skills with customers to improve branch growth.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Reduced service downtime for clients by proactively addressing potential issues and maintaining clear communication channels.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
Lead Teller
Wells Fargo & Company
07.2013 - 11.2016
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Investigated and promptly resolved issues with patron accounts.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Replenished ATM funds in empty canisters prior to validation process.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
Education
ASSOCIATE OF ARTS IN BUSINESS ADMINISTRATIVE - Business Administration And Management
WEST KENTUCKY COMMUNITY TECHNICAL COLLEGE
Paducah, KY01.2013
Skills
- Strategic Planner
- Excellent Interpersonal and Communication Skills
- Poised Under Pressure
- Excellent work ethic
- Attention to Detail
- Excellent time management skills
Timeline
Branch Administrator
Morgan Stanley
06.2021 - Current
Branch Service Manager
Wells Fargo & Company
11.2016 - 06.2021
Lead Teller
Wells Fargo & Company
07.2013 - 11.2016
ASSOCIATE OF ARTS IN BUSINESS ADMINISTRATIVE - Business Administration And Management
WEST KENTUCKY COMMUNITY TECHNICAL COLLEGE