Priscilla De Santos
Strategy Execution Consultant Coach
Riverside,California
Summary
I am a seasoned VP, Strategy Consultant and Banker Coach with over 13 years experience in analyzing banker performance and reskilling banker activities including outreach call skills, relationship management skills, credit analysis and recommending customer solutions. I am a compelling presenter that is known for quickly gaining buy in and catering training to all layers of employees. I am a celebrated banker coach Nationally with my banker team achieving over 115% of their over all goals through behavioral coaching methods. I was awarded an exceeds performance rating due to my consistent dedication in learning my bankers skills, motivation & gaps to cater inspiring coaching methods that create successful and knowledgeable financial experts to serve our clients.
I have excellent references from my previous director and partners. Happy to provide their contact information upon request.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Lead Business Growth Strategy Consultant, VP
Wells Fargo Bank, N.A.
Los Angeles, Orange County, Riverside County
03.2020 - Current
- Executing Business initiatives including complex credit acquisition with Bankers, Managers & Leaders through branch visit coaching sessions, region educational reskill call sessions, business credit pipeline reviews. Including complex credit, practice finance, equipment services
- Extremely organized in being responsible for business sales for stretch Business teams from 28 and up to 48 branches
- Experience building a top performing sales team from the ground up in Los Angeles & Southern California
- Collaborating with multiple complex partner groups to achieve business goals, SBA, Commercial Lending, Health Care, & BREF to enhancing business growth
- Presenting educational workshops with Executive Leaders, Small Business Directors to impact overall business results in business credit, small business education for overall pacific consultant execution team
- Recruiting, Interviewing, Hiring & Onboarding bankers within a set territory
- Recruiting & Onboarding Activities for Business Banker Academy, training and facilitation
- Collaborating with key stakeholders to understanding current customer business credit recommendation process, system processes & educational resources to integrate stronger customer outcomes
- On multiple National Level Work Streams including Credit Offer Presentment, Complex Partner work stream, Book of business Outreach and NAWBO Ambassador
- Strategic monthly pre-planning, delivery of effective contracting meetings directly with Regional Banking key stake holders, gaining leader commitments to drive small business execution
- Strategic banker coach, motivating & mentoring bankers to analyze business performance gaps to continue skill development & performance outcomes with key goal initiatives including business credit, partnerships and P&L
- Key stakeholder in analyzing data, giving catered recommendations to drive implementation of outreach activities in several regions, consulting on National Level Governance to drive CRV outreach results
- Responsible for complex credit reviews, escalations and problem solving
- Partnering with District Managers, RBDs and Affluent Segment Leaders to influence the overall Regional Business activities and commitments to drive small business development and P&L
- Collaborating monthly with several key stakeholder proponents to drive business execution
- Stepped in for extended time for California Small Business Leader
- Recognized as a top performer nationally and a team peer mentor to support Business Initiatives
Senior Branch Manager, VP
Wells Fargo
Several Locations in Riverside County
05.2011 - 03.2020
- Manage & engage a branch team of 27 employees, 14 bankers including a SR Business Specialist & Business Specialist in a complex branch totaling over $226 million in deposits & $33 Million in loan commitments
- Developing and executing on business sales goals including equipment finance with sr business bankers
- Developing business credit skills with district and region bankers through joint calling efforts
- Collaborating with Regional President and District Manager proponent to drive business results
- Managing multiple branch locations for a extended period
- Collaborating with key stakeholders in Health Care, SBA, & BREF to increase business results with Sr Business Specialist and Premier Bankers including practice finance
- Work as a community liaison and represent Well Fargo at various community and speaking engagements
- Managing Manager peer group on behalf of District Manager
- Increase business acquisition through outbound call activities
Assistant Manager, Service Manager, PB, Teller
Wells Fargo Bank, N.A.
Multiple Locations
11.2004 - 05.2011
- Established positive and effective communication among unit staff and organization leadership, with and emphasis on operational readiness.
- Developed and implemented strategies to maximize customer satisfaction
- Collaborated with Branch Manager to inform of quality control, banker and tell coaching and development.
- Ensured consistent activities were being executed on along side branch manager.
Education
National Work Stream-CRV Outreach Governance
National Work Stream-Credit Offer Integration
National Work Stream-BBAS
NAWBO Ambassador -Orange County
Women's Team Member Network Chair –Inland Empire
Skills
- Over 13 years of Sales training as a Coach or Branch Manager Strategy Consultant Coach with a track record of execution & success in three different large territories in Southern California
- Excels in delivering training to all layers of leadership including regional banking executives to bankers and their managers
- Excellent presentation & facilitation skills due to attention to detail and impactful research
- Expert partner motivator streamlining processes in Business Growth programs including in field and virtual coaching
- Expert in center of influence, relationship building & community development with 19 years of banking experience
- Excellent peer mentor with experience interviewing and onboarding new coaches
- I am known as a early adopter of new strategies and have high recommendations from my previous director and partners
- Strong knowledge in Business communities & leveraging national initiatives while adhering to compliance regulations and policies
- Top 5 Strengths: Responsibility, Communication, Relator, Positivity, Harmony
Certification
- UCLA Anderson Executive Program- Certificate of Advanced Diverse Leadership -Latino
- The Extraordinary Leader-rated top 1% of leadership
- Flawless Consulting
- Non Profit Presentation Skills -Advanced Certification
- Small business owner certification course leader
Timeline
Lead Business Growth Strategy Consultant, VP
Wells Fargo Bank, N.A.
03.2020 - Current
Senior Branch Manager, VP
Wells Fargo
05.2011 - 03.2020
Assistant Manager, Service Manager, PB, Teller
Wells Fargo Bank, N.A.
11.2004 - 05.2011
National Work Stream-CRV Outreach Governance
National Work Stream-Credit Offer Integration
National Work Stream-BBAS
NAWBO Ambassador -Orange County
Women's Team Member Network Chair –Inland Empire