Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Lauren Wenman

Lauren Wenman

Las Vegas

Summary

Accomplished Branch Manager with a proven track record at Citibank, enhancing client acquisition through innovative sales strategies and effective team leadership. Skilled in ethical decision-making, demonstrating a global mindset and exceptional written communication. Expert in fostering collaboration and driving significant portfolio growth.

Overview

16
16
years of professional experience

Work History

Branch Manager

Citibank
North Las Vegas
06.2019 - Current
  • Develop sales plans and drive individual production goals, including building a referral network and relationships with internal partners, and external contacts.
  • Create an environment through activity-based coaching and performance development, and implement/execute coaching plans to develop employee skill sets to achieve personal and branch goals.
  • Develop and execute integrated sales, relationship, and credit strategies aligned with the Retail Bank's priorities; execute business plans to achieve expected goals in all business categories.
  • Support portfolio growth by identifying opportunities to deepen relationships, increase client acquisition, and ensure clients receive optimal service, while monitoring and adhering to operational controls.
  • Collaborate with branch partners to successfully achieve goals, build customer relationships, and deliver outstanding customer service.
  • Leverage workforce planning tools to optimize staffing in branches, and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals.
  • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching, and manage performance on decisions used.

Financial Services Supervisor

Nevada State Bank
Las Vegas
05.2018 - 06.2019
  • Managed branch service, sales, and operations functions to achieve the strategic goals of the branch in coordination with a Branch Manager.
  • Performed tasks related to interviewing, selecting, hiring, performance evaluations, advancement, and termination of employees.
  • Trained, coached, and mentored employees for improved performance and development.
  • Provided leadership and training for the sale and referral of bank products and services.
  • Resolved client service issues, complex client complaints, and questions effectively.
  • Directed the work of managed employees, and scheduled hours of work as needed.
  • Maintained production or sales records for employee supervision and performance management purposes.

Personal Banker

Citibank
Las Vegas
10.2008 - 05.2018
  • Delivered client services, outbound calls, and inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services, while delivering a remarkable client experience.
  • Provided tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
  • Recognize the transaction needs of clients, educate clients on all services and digital channels, and leverage technology and marketing tools available to uncover opportunities and present product offers and financial solutions.
  • Understood and complied with Citibank's policies, standards, and procedures.

Education

High School Diploma -

Los Angeles Lutheran
Sylmar, CA
01-2008

Skills

  • Creative problem-solving
  • Global mindset
  • Futuristic thinking
  • Transparency advocacy
  • Ethical decision-making
  • Written Communication
  • Collaboration
  • Critical Thinking
  • Intermediate in Excel, PowerPoint, and Microsoft Word

Accomplishments

  • 2022 National Branch Manager Council
  • 2022 Client Obsession CEO Award
  • 2023 and 2024 National Tech Watch Council
  • Membership Chair for California Women's Network

Timeline

Branch Manager

Citibank
06.2019 - Current

Financial Services Supervisor

Nevada State Bank
05.2018 - 06.2019

Personal Banker

Citibank
10.2008 - 05.2018

High School Diploma -

Los Angeles Lutheran

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Lauren Wenman