Lori Guevara
Esparto,CA
Summary
Dynamic Branch Manager with extensive experience at Wells Fargo Bank, recognized for enhancing customer satisfaction and driving revenue growth. Skilled in branch operations management and employee development, I successfully implemented sales strategies that consistently exceeded targets while fostering strong client relationships. Proven ability to coach teams and make strategic decisions for optimal performance.
Overview
23
23
years of professional experience
Work History
Branch Manager
First Northern Bank
Vacaville, CA
11.2023 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Complied with regulatory guidelines and requirements.
Branch Manager
Wells Fargo Bank
Colusa, Sacramento, Vacaville, Davis CA
07.2009 - 11.2023
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
- Pioneered adoption of mobile banking services, expanding customer access and convenience.
- Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
Service Manager
Wells Fargo Bank
07.2002 - 07.2009
- Resolved customer complaints in professional and timely manner.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Coaching and mentoring
- Relationship building and management
- Employee development
- Decision-making
Timeline
Branch Manager
First Northern Bank
11.2023 - Current
Branch Manager
Wells Fargo Bank
07.2009 - 11.2023
Service Manager
Wells Fargo Bank
07.2002 - 07.2009