Summary
Overview
Work History
Education
Skills
Training
Timeline
Generic

Naveed Iqbal

Elk Grove

Summary

Professional service leader with strong focus on team collaboration and achieving results. Skilled in problem-solving, customer relations, and process optimization. Adaptable to changing needs and reliable in delivering high-quality outcomes. Known for effective communication, conflict resolution, and driving continuous improvement initiatives.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Overview

21
21
years of professional experience

Work History

Regional Services Manager – Alaska & Western Washington Region

WELLS FARGO BANK
08.2021 - 07.2025
  • Lead, develop, motivate and coach Regional Services Consultants (RSCs) and regional leadership teams to deliver exceptional customer service, team members experience, maintain integrity, and outstanding risk management results.
  • Responsibilities include assisting with day-to-day operations, as well as provide expert knowledge and guidance to RSCs and regional leadership teams.
  • Work closely with senior leadership to provide updates on district/region performance, new initiatives, and collaborate on how to effectively achieve desired outcomes.
  • Facilitate team meetings and calls to provide updates to Regional Services Team and regional leadership team regarding Quality of Sale, Security Control, Risk Management, Transaction Processing, and Regulatory Compliance.
  • Assist RSPs in risk assessment during complex transaction approval.
  • Support RBP in developing and implementing strategic action plans for district leadership team to outvial in BCR, BSP Alerts, Sales Quality, Risk Management and Regulatory Compliance.
  • Develop successful partnerships with the regional leadership, regional partners and other business groups that are authentic and lead to exceptional outcomes.
  • Review and monitor Branch Banking risk management performance trends with Regional Executives, District Managers and RSCs.
  • Lead and/or participate in various regional or enterprise-wide projects.
  • Partner and support Regional Executive to develop action plans for unsatisfactory performance around BCRs (annual branch audits) and Risk Management items based on the findings & deficiencies and implement them effectively.
  • Build an effective network of resources internally and externally to provide quality support in a timely, thorough and responsive manners to resolve complex issues promptly and professionally
  • Partner with Regional leadership to establish and implement essential protocol to enhance customer and team member experience.

Regional Services Manager – Northern California Region

WELLS FARGO BANK
11.2016 - 07.2021
  • Lead, develop, motivate and coach Regional Services Consultants (RSCs) and regional leadership teams to deliver exceptional customer service, team members experience, maintain integrity, and outstanding risk management results.
  • Responsibilities include assisting with day-to-day operations, as well as provide expert knowledge and guidance to RSCs and regional leadership teams.
  • Work closely with senior leadership to provide updates on district/region performance, new initiatives, and collaborate on how to effectively achieve desired outcomes.
  • Facilitate team meetings and calls to provide updates to Regional Services Team and regional leadership team regarding Quality of Sale, Security Control, Risk Management, Transaction Processing, and Regulatory Compliance.
  • Assist RSPs in risk assessment during complex transaction approval.
  • Support RBP in developing and implementing strategic action plans for district leadership team to outvial in BCR, BSP Alerts, Sales Quality, Risk Management and Regulatory Compliance.
  • Develop successful partnerships with the regional leadership, regional partners and other business groups that are authentic and lead to exceptional outcomes.
  • Review and monitor Branch Banking risk management performance trends with Regional Executives, District Managers and RSCs.
  • Lead and/or participate in various regional or enterprise-wide projects.
  • Partner and support Regional Executive to develop action plans for unsatisfactory performance around BCRs (annual branch audits) and Risk Management items based on the findings & deficiencies and implement them effectively.
  • Build an effective network of resources internally and externally to provide quality support in a timely, thorough and responsive manners to resolve complex issues promptly and professionally
  • Partner with Regional leadership to establish and implement essential protocol to enhance customer and team member experience.

Regional Services Advisor (Team Lead) – Northern California

WELLS FARGO BANK
09.2010 - 11.2016

Market Support Senior Consultant – Stockton, CA

WELLS FARGO BANK
12.2005 - 09.2010

Branch Manager – Sacramento, CA

WELLS FARGO BANK
06.2004 - 12.2005

Education

BA - Computerized Accounting

Golden Gate University
San Francisco, CA

BBA - Accounting, Economics

University of Karachi
06.2004

Skills

  • Thorough in analysis
  • Strong interpersonal skills
  • Crisis management expertise
  • Consistent professional conduct
  • Critical thinking skills
  • Work performance analysis
  • Efficient task coordination
  • Process optimization expertise
  • Strategic problem analysis
  • Workforce education
  • Analytical report creation
  • Skilled in providing mentorship and coaching
  • Customer issue resolution
  • Cross-functional teamwork
  • Clear and concise communication
  • Persistence in achieving goals
  • Team collaboration

Training

  • DECIDE Model
  • Business Acumen
  • Organizational Savvy
  • Rising Talent Program
  • Extraordinary Leader Workshop
  • Diversity & Inclusion 1, 2, 3 & 4
  • ILS – Influence Leadership Seminar
  • Coaching/Feedback in the moment
  • Situational Leadership – (Mid to Senior Level)
  • Customer Experience Leadership – (Mid to Senior Level)
  • Sales & Service Leadership Skills – (Mid to Senior Level)

Timeline

Regional Services Manager – Alaska & Western Washington Region

WELLS FARGO BANK
08.2021 - 07.2025

Regional Services Manager – Northern California Region

WELLS FARGO BANK
11.2016 - 07.2021

Regional Services Advisor (Team Lead) – Northern California

WELLS FARGO BANK
09.2010 - 11.2016

Market Support Senior Consultant – Stockton, CA

WELLS FARGO BANK
12.2005 - 09.2010

Branch Manager – Sacramento, CA

WELLS FARGO BANK
06.2004 - 12.2005

BBA - Accounting, Economics

University of Karachi

BA - Computerized Accounting

Golden Gate University
Naveed Iqbal