Experienced and successful retail leader skilled in managing and developing teams, providing coaching and feedback. Seeking opportunities to expand knowledge in government finance, budgets, and information controls.
Overview
10
10
years of professional experience
Work History
Branch Manager
Chase
11.2021 - Current
Managing 12 personnel at the Uptown location
Helped develop a strong cohesive culture to then drive business results including the highest OSAT (client experience) in the last several years
Proven success by improving performance level of branches by establishing maintaining internal controls to achieve efficient operations, and being complaint to laws and regulations
I have lead multiple successful audits
Indoor Cycling Instructor
Ft. Carson
04.2014 - 12.2023
Lead a 60-minute cycling class to 25+ active duty soldiers and dependents, demonstrating ability to motivate others in a challenging environment
Business Banking Center Manager
Community Banks of CO
05.2021 - 09.2021
Company Overview: Business Banking Center Manager
Managing 5 personnel inside of a banking center
Leveraging Direct Contribution reports to help analyze book of business and depict where we need to grow
Leveraged data to organize, analyze and interpret numerical to drive results
Coaching and developing associates on the skills to deepen client relationships
Personally, reaching out to businesses in the area to successfully acquire their relationship
Business Banking Center Manager
Branch Manager
Wells Fargo
06.2019 - 03.2021
Managing 10 personnel abiding by policy and procedure of Wells Fargo
Coaching and developing employees resulting in multiple promotions
Successfully passing two audits and multiple mystery shops adhering to compliance protocols
Asst. Branch Manager
Wells Fargo
09.2016 - 06.2019
Growing and maintaining customer relationships, while participating in leadership roles
Daily duties included post reviews with other bankers, engaging in financial literacy conversations with clients, and mitigating risks
Awarded semi-annual recognition for 4 quarters in Customer Experience Excellence
Personal Banker
Wells Fargo
02.2015 - 09.2016
Assist clients in service request as well as in-depth financial conversations
Developed skills to educate clients on credit needs, budgeting plans, and retirement
Became a Wells @ Work advocate where I went out in the community and provided financial literacy to businesses
Education
Some College (No Degree) -
University of Phoenix
Tempe, AZ
Skills
Work Prioritization
Operational Reports
Account analysis expertise
Relationship Building
Financial Analysis
Excels in team leadership
Proficient in [Software Program]
Process Improvement
Accomplishments
2023 Successful Branch Audit
2022 Successful Branch Audit
2019 Golden Spoke Team Member (Wells Fargo)
2018 Branch Team member semi-annual recognition (Q3-Q4)
2018 Branch Team member semi-annual recognition (Q1-Q2)
References
References available upon request.
Timeline
Branch Manager
Chase
11.2021 - Current
Business Banking Center Manager
Community Banks of CO
05.2021 - 09.2021
Branch Manager
Wells Fargo
06.2019 - 03.2021
Asst. Branch Manager
Wells Fargo
09.2016 - 06.2019
Personal Banker
Wells Fargo
02.2015 - 09.2016
Indoor Cycling Instructor
Ft. Carson
04.2014 - 12.2023
Some College (No Degree) -
University of Phoenix
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