Maria David
Ocala,FL
Summary
Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
2025
2025
years of professional experience
Work History
Regional Banking Manager
Wells Fargo Bank, N.A.
12.2019 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Continued to perform Service Manager duties as needed.
Personal Banker
Bank of America
02 2005 - 07 2009
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
Service Manager II
Wells Fargo Bank, N.A.
10.2015 - 12.2019
- Resolved customer complaints in professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Hired, trained and supervised Tellers to meet business goals.
- Managed the teller services function to ensure efficient and accurate transaction processing.
- Support branch by ensuring accurate and timely completion of control online task by myself and other team members.
- Ensure team employs appropriate resources and adhere to branch operational, security and risk procedures.
CSSR, Personal Banker I & II
Wells Fargo Bank, N.A.
09.2010 - 10.2015
- Assisted customers with setting up accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Lead team members in contributing to a productive, engaged, and inclusive environment that values and respects all differences.
Teller
Wells Fargo Bank, N.A.
10.2009 - 09.2010
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Utilize customer cues in addition to Next Best Conversation to make referrals to the most appropriate banker.
- Offer and educate customers on convenient Mobile and Atm options.
Education
Accounting Courses
Lehman College
Bronx, NYAssociate of Arts - Business Administration
Bronx Community College
Bronx, NY01-2002
Skills
- Customer service
- Team leadership
- Time management
- Decision-making
- Complex Problem-solving
- Staff training and development
- Goal setting
- Staff management
- Relationship building
- Business administration
- Conflict resolution
- Bilingual- Spanish
Timeline
Regional Banking Manager
Wells Fargo Bank, N.A.
12.2019 - Current
Service Manager II
Wells Fargo Bank, N.A.
10.2015 - 12.2019
CSSR, Personal Banker I & II
Wells Fargo Bank, N.A.
09.2010 - 10.2015
Teller
Wells Fargo Bank, N.A.
10.2009 - 09.2010
Personal Banker
Bank of America
02 2005 - 07 2009
Accounting Courses
Lehman College
Associate of Arts - Business Administration
Bronx Community College
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