Lupita Magaña
San Diego,CA
Summary
Dynamic leader with a proven track record at Wells Fargo, excelling in strategic field outreach and fostering robust client relationships. Mastered compliance management and problem-solving, driving operational efficiency and competitive edge. Spearheaded innovative leadership development, enhancing team performance and achieving strategic goals with a blend of analytical prowess and effective coaching strategies.
Overview
11
11
years of professional experience
Work History
Regional Banking Manager
Wells Fargo
San Diego
08.2013 - 02.2024
- Maintained comprehensive strategies for attracting potential clients and generating referrals.
- Enhance consistency and efficiency in work processes, knowledge sharing, and communications. Foster a culture of best practice sharing and operational improvements across the enterprise.
- Collaborated with bank colleagues and partners to deliver comprehensive deposit, loan, and financial services.
- Recommend suitable loan structures, risk ratings, and credit decisions in compliance with policies.
- Conducted continuous research on competitors and industry trends to uphold organizational competitiveness.
- Identify opportunities for improvement, and seek insights from various sources to generate potential solutions. Align activities to achieve individual, team, and organizational goals.
- Drafted reports detailing progress of Leadership Development initiatives.
- Provided regular feedback on individual performance of sales team members including coaching and development plans.
- Assisted clients in determining business strategy and achieving profitability goals.
- Reviewed internal controls for compliance with applicable laws and regulations.
- Developed and implemented strategies to improve operational efficiency.
- Conducted strengths, weakness, opportunities and threats (SWOT) analyses to develop strategic plans for corporate level and business units.
- Designed and implemented performance measurement systems to monitor progress.
- Assessed products and processes to evaluate potential environmental, financial impacts, and long-term profitability.
- Analyzed areas of potential risk to assets, earning capacity and organizational success.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Education
MBA -
National University
La Jolla, CA01-2024
Bachelor of Science -
University of Phoenix
Phoenix, AZ01-2022
Skills
- Strategic field outreach planning
- Effective prospecting
- Compliance management
- Problem-solving aptitude
- Forecasting
- Business development
- Change management
- Leadership development
- Risk assessment
- Data analytics
- Relationship building
- Teamwork
- Cross-functional team leadership
- Analytical skills
- Corporate governance
- Coaching strategies
Timeline
Regional Banking Manager
Wells Fargo
08.2013 - 02.2024
MBA -
National University
Bachelor of Science -
University of Phoenix
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