Over 20 years of management experience with a focus on strategy, implementation, and results delivery across finance, operations, government defense, and sales. Proven leadership and project management skills, complemented by strong consulting and communication abilities. Highly organized and adaptable, with a proactive approach to time management. Dedicated to achieving team success and supporting organizational goals through effective collaboration and a strong work ethic.
Overview
22
22
years of professional experience
Work History
Consultant to HR BU
Holt Recruiting Services
01.2022 - Current
Assisting client in the selection, implementation planning, fit analysis, testing, roll out and post-implementation support of large scale, global projects
Maintain operational metrics and reports
Facilitate behavioral interview training and drafted training material
Manage bid and proposal efforts
Manage client relationship by providing continuous communication with managers/executives to provide weekly updates on project initiatives
Serve as liaise between hiring manager, HR Business Partner and Talent Acquisition
Foster and Maintain strong working relationships with business unit leaders to strategically achieve operational goals
Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Service Manager II
Wells Fargo Bank
05.2011 - 12.2021
Trained and supervised tellers on customer service, cash handling, and bank policies.
Established operational objectives and standards for teller team compliance with regulations.
Managed a diverse team of 20 individuals to enhance collaboration and performance.
Ensured compliance with Bank Secrecy Act, Regulation E, Visa Rules, and NACHA Rules.
Investigated financial crimes, including money laundering and fraud, for timely reporting.
Prepared team for annual SOCR audit by adhering to operational regulations.
Achieved passing scores in internal audits through thorough examination support.
Analyzed processes to identify efficiency improvements and reduce errors.
Conducted customer interviews and outbound verification calls for accurate information gathering.
Handled account restrictions and closures, assisting internal and external customers.
Met with customers to discuss service needs and offer available solutions.
Enhanced safety protocols for service operations, resulting in reduction in workplace accidents and ensuring compliance with regulatory standards.
Resolved customer complaints in a timely manner.
Service Manager I/Assistant Manager of Operations
Well Fargo Bank, N.A.
06.2011 - 04.2013
Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
Hired, trained and supervised team of service staff members to meet business goals.
Analyzed service reports to identify areas of improvement.
Maintained a safe working environment by enforcing strict safety protocols and providing ongoing staff training on proper equipment use.
Resolved customer complaints in professional and timely manner.
Met with customers to discuss service needs and offer available solutions.
Developed and maintained positive relationships with customers to build rapport and trust.
Implemented strategies to increase customer service satisfaction ratings.
Personal Banker
Wells Fargo Bank, N.A.
04.2010 - 05.2011
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Facilitated customer transactions, including deposits, withdrawals, transfers, and loan payments.
Monitored incoming loan requests, assigning them for processing to loan processors.
Prepared comprehensive loan documentation to ensure compliance with regulations and internal policies.
Conducted account openings and closings for clients.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Promoted financial products by maintaining excellent service offering knowledge.
Personal Banker/Lead Teller Operations Specialist|
Bank of America
04.2007 - 01.2010
Surpassed individual monthly sales goals, achieving up to 120% through effective loan origination and closing.
Expanded customer base by delivering exceptional service and fostering strong client relationships.
Maintained compliance with Bank Secrecy Act requirements and other relevant banking regulations.
Delivered quality service aligned with departmental standards to enhance customer satisfaction.
Ensured confidentiality in all transactions, adhering to department protocols.
Cross-sold banking products, including credit cards, loans, and investments to boost revenue.
Demonstrated strong analytical skills by accurately interpreting data to identify solutions.
Collaborated effectively within teams while also thriving in independent work environments.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Budget Analyst
United States Army Command (Defense Contractor)
02.2003 - 06.2005
Developed, implemented, and advised budgets for an array of clients within the U.S. Army's MWR program, including the commissary, recreation centers, youth centers, and bowling alleys.
Compiled, reviewed, and analyzed data from financial reports in order to create revenue forecasts to increase budget execution rates.
Organized and conducted team meetings consisting of 50 clients in order to implement effective budgeting strategies.
Defined and implemented products and services with the budget team to ensure effective execution of the team's MH priorities and goals.
Responsible for processing accounts payable and receivable in order to delegate and disperse funds of up to $100,000 among all involved M.W.R. programs.
Collaborated with department heads to develop annual operating budgets.
Assisted with the preparation of funding requests for new programs or initiatives.
Prepared monthly variance reports comparing actual results against planned targets.
Reviewed financial documents such as contracts, invoices, requisitions. for accuracy and completeness.
Developed and implemented budgeting systems to track income, expenditures, and other financial activities.
Analyzed budget reports to identify discrepancies and recommend corrective actions.
Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.
Education
Associate of Science - Business Management
Central Texas College
Germany
05-2006
Skills
Operations administration
Experienced in managing organizational change
Development of employee training programs
Employee performance evaluation
RPO Management
Succession Planning
Managing teams
Strategic Sourcing
Expertise in behavioral interview strategies
Talent acquisition strategy
Problem-solving
Team leadership & development
Attention to detail
Timeline
Consultant to HR BU
Holt Recruiting Services
01.2022 - Current
Service Manager I/Assistant Manager of Operations
Well Fargo Bank, N.A.
06.2011 - 04.2013
Service Manager II
Wells Fargo Bank
05.2011 - 12.2021
Personal Banker
Wells Fargo Bank, N.A.
04.2010 - 05.2011
Personal Banker/Lead Teller Operations Specialist|
Material Coordinator/Warehouse/Vehicle Storage Yards/Office Duties at AKIMA, LLCMaterial Coordinator/Warehouse/Vehicle Storage Yards/Office Duties at AKIMA, LLC