Enthusiastic professional experienced in leading branch staff to exceed sales goals while delivering excellent customer service.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Branch Manager III
Wells Fargo Bank
Cottonwood Heights, UT
11.2018 - Current
Engage customers in Spanish/English to understand their needs.
Outbound calling to customers and delivered the feedback to team to improve our customer experience.
Partner with several lines of business to create referrals.
Self Motivated with a high level of self accountability.
Coach Team to meet individual and branch goals.
Analyze various reporting to assess branch participation and growth and create action plans based on learnings.
Fraud and Loss Prevention and Risk Management.
Branch Manager II
Wells Fargo Bank
Brickyard
01.2016 - 11.2018
Each quarter, Brickyard increased customer experience scores.
Showed Household Relationship Growth.
High scores in Conduct Risk Management.
Developed Two Bankers to become Licensed in 2016.
Community involvement with Wells Fargo at Work Activities; currently on the Community Bank Market Committee, serving as Chair, and a member of the Latin Connection and the Pride Network.
Branch Manager I
Wells Fargo Bank
Twelfth Street
04.2014 - 01.2016
Coached team around Customer Experience, focused on building genuine relationships with customers
Met or exceed branches Plan Goals
Increased relationships with partners by having weekly meetings and one on one coaching with Bankers
Serving on the Executive Board of Directors as Treasurer for the YCC Family Crisis Center
Co-lead Weber district in community service campaigns and volunteer work.
Teller - Personal Banker - Home Mortgage Consultant
03.2010 - 09.2013
Open new accounts, referred to partners and met daily and quarterly goals
Maintained customer relationships and had repeat business
Resolve customer issues and requests
Coaching and motivating tellers
Was ranked #1 in the Weber Market.
Real Estate Broker
01.2002 - 01.2010
Maintained Excellent Customer Relations, resulting in repeat and referral business
Effectively developed/produced Ad campaigns in the Hispanic Media
Volunteered for Ogden City's Front Porch Light Program
Earned bonuses for meeting sales goals
2006 Attained a Real Estate Broker's License
2007 Was Commended and awarded the "Most Homes Sold" for our Layton Real Estate Office.
Education
Real Estate Broker License -
Stringham Real Estate School
10.2006
Real Estate Agent License -
Stringham Real Estate School
04.2002
High School Diploma -
Weber High School
Skills
Shift Scheduling
Performance Reviews
Branch Operations Management
Interviewing and Hiring
Fraud & Loss Prevention
Credit Specialist
Attention to Detail
Information Security
Multi-tasking ability
Coaching and Mentoring
Bi-Lingual Spanish/English
Sales professional
Relationship building and management
Workday proficient
Operating procedures
Certification
Utah Notary Certification
References
References available upon request.
Timeline
Branch Manager III
Wells Fargo Bank
11.2018 - Current
Branch Manager II
Wells Fargo Bank
01.2016 - 11.2018
Branch Manager I
Wells Fargo Bank
04.2014 - 01.2016
Teller - Personal Banker - Home Mortgage Consultant
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)