Skilled Manager with demonstrated success in coordinating teams and exceeding financial goals. Friendly and adaptable professional with exceptional leadership and management skills.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Chase Bank
06.2024 - Current
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Regional Banking Branch Manager
Wells Fargo
01.2022 - 11.2023
Develop, implement, and monitor sales goals for the branch, ensuring that all staff are meeting or exceeding expectations
Provide coaching and development opportunities for branch personnel, helping them reach their full potential
Identify cross-selling opportunities and develop strategies to increase revenue
Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures
Branch Operations Manager
Wells Fargo
03.2017 - 01.2022
Maintained team productivity and quality of service by establishing and maintaining clear benchmarks
Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in teller functions
Manage the schedule and the daily operations for up to 12 tellers
Coach, motivate, and develop a diverse team of direct reports to achieve full potential and meet established business objectives
Lead Teller
Wells Fargo
10.2014 - 03.2017
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Mentor newly hired team members on appropriate responses to customer concerns
Review and approve high value and complex customer transactions conducted by other tellers
Identify information and services to meet customers financial needs and refer customers to the appropriate team member