Lizbet Rabago
Eastvale,CA
Summary
Results-driven Branch Manager with expertise in team leadership, regulatory compliance, and customer service. Focused on enhancing client satisfaction and driving profitability through effective communication and problem-solving. Proven skills in staff training and operational efficiency, committed to optimizing team performance.
Overview
2
2
Languages
1
1
Certification
Work History
Branch Manager
Wells Fargo Bank
Torrance, California
2011 - 2014
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Managed daily operations of branch, guaranteeing adherence to banking regulations.
- Directed customer service team, enhancing client satisfaction through dedicated support.
- Managed staff scheduling, hiring, and training to ensure optimal branch performance.
- Supervised cash management practices to uphold financial integrity.
- Developed and implemented onboarding training programs to facilitate new employee integration.
- Oversaw cash management processes and monitored transaction accuracy.
- Conducted regular performance evaluations for team members.
- Conducted regular performance reviews for all employees in the branch.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Branch Manager
Wells Fargo Bank
Montebello, California
2009 - 2011
- Managed daily branch operations and ensured compliance with banking regulations.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Led a team of customer service representatives to enhance client satisfaction.
- Managed staff scheduling, hiring and training processes.
- Developed and implemented training programs for new staff members.
- Oversaw cash management procedures to maintain financial accuracy.
- Implemented policies to enhance compliance with financial regulations and standards.
- Collaborated with local businesses to promote banking services and community engagement.
- Conducted regular audits to maintain accuracy in financial transactions and records.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Business Specialist
Wells Fargo Bank
Los Angeles, California
2007 - 2009
- Identified opportunities for growth within existing markets utilizing competitive intelligence techniques.
- Analyzed customer needs to recommend appropriate banking services and products.
- Worked with new and existing customers to build excellent rapport.
- Assisted clients with account inquiries and resolved service-related issues.
- Maintained accurate records of customer interactions and transactions in systems.
- Educated customers on digital banking tools and resources for self-service options.
- Managed customer inquiries and provided solutions to banking needs.
- Assisted with budgeting activities such as forecasting revenues and expenditures.
- Managed project timelines from conception through completion while adhering to strict deadlines.
- Analyzed customer feedback data to identify areas for improvement in product offerings.
De Novo Store Manager
Wells Fargo Bank
Inglewood, California
2006 - 2007
- Trained and supervised staff to deliver exceptional customer service experiences.
- Implemented strategies to enhance branch performance and efficiency.
- Developed schedules to optimize team workflow and resource allocation.
- Conducted regular team meetings to communicate goals and expectations clearly.
- Ensured compliance with financial regulations and company policies consistently.
- Managed daily operations of banking services for diverse customer needs.
- Recruited, trained and supervised new employees.
- Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
- Prepared monthly reports on sales figures, expenses, profits.
- Strengthened work flow productivity by hiring, managing and developing top talent.
Assistant Manager II
Wells Fargo Bank
South Gate, California
2005 - 2006
- Supervised daily operations including scheduling shifts, assigning duties.
- Trained new staff on operational procedures and customer service standards.
- Resolved customer issues by providing effective solutions and support.
- Managed customer service inquiries and complaints in a timely manner.
- Implemented process improvements to streamline daily operations.
- Coordinated team schedules to ensure optimal branch coverage.
- Assisted in managing daily branch operations and staff scheduling.
- Collaborated with team members to enhance customer service experiences.
- Implemented training programs for new employees on banking procedures.
- Analyzed branch performance metrics to improve service delivery standards.
Personal Banker I
Wells Fargo Bank
South Gate, California
2004 - 2005
- Assisted clients with account openings and updates.
- Processed transactions accurately and efficiently.
- Resolved customer inquiries with professionalism and care.
- Educated customers on banking products and services.
- Identified opportunities to improve customer satisfaction levels.
- Maintained compliance with bank policies and regulations.
- Assisted customers with account inquiries and transactions.
- Educated clients on banking products and services.
- Processed loan applications and gathered necessary documentation.
- Resolved customer concerns while ensuring compliance with bank policies.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Customer Sales & Service Representative
Wells Fargo Bank
South Gate, California
2002 - 2004
- Assisted customers with account inquiries and product information.
- Processed transactions accurately and efficiently for customer satisfaction.
- Developed strong relationships with clients through effective communication skills.
- Educated clients on banking services and financial products offered.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges.
- Utilized banking software to manage accounts and track service requests.
- Answered telephone inquiries promptly and professionally.
- Advised clients on financial planning and investment options available through the bank.
- Operated a point-of-sale system efficiently to process sales quickly and accurately.
- Processed payments using a variety of methods such as cash, check, credit card and debit card transactions.
Bank Teller
Wells Fargo Bank
South Gate, California
2001 - 2002
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and banking services.
- Maintained cash drawer integrity through regular balancing.
- Educated clients on bank products and services available.
- Collaborated with team members to ensure prompt service delivery.
- Followed security protocols to protect sensitive information and assets.
Education
High School Diploma -
Bell High School
Bell, Ca01-2000
Skills
- Regulatory compliance
- Financial analysis
- Sales planning
- Team management
- Staff training
- Operational efficiency
- Customer service
- Time management
- Problem solving
- Effective communication
- Fluent in English and Spanish
Languages
English
Professional
Spanish
Professional
Certification
- Notary Public
- Life Insurance
- Multi Policy Holder
Accomplishments
- Top Sales Performer
Timeline
Branch Manager
Wells Fargo Bank
2011 - 2014
Branch Manager
Wells Fargo Bank
2009 - 2011
Business Specialist
Wells Fargo Bank
2007 - 2009
De Novo Store Manager
Wells Fargo Bank
2006 - 2007
Assistant Manager II
Wells Fargo Bank
2005 - 2006
Personal Banker I
Wells Fargo Bank
2004 - 2005
Customer Sales & Service Representative
Wells Fargo Bank
2002 - 2004
Bank Teller
Wells Fargo Bank
2001 - 2002
High School Diploma -
Bell High School