Rasheal S Farris
Houston
Summary
To seek a Sr Branch Management/ Leadership position where I can use my service and leadership abilities to lead coach and manage an exceptional experience for workers, employees, and customers while building life long lasting relationships and collaborating with partners.
Overview
20
20
years of professional experience
Work History
Branch manager , AVP
Wells Fargo Bank
04.2024 - Current
- Coaching, developing, and leading teams through the behavioral framework
- Partnering with financial advisors and dedicated teams to give great service, advice, and guidance
- Leading branch while identifying ways to make banking easier for customers
Branch Manager III
Beyer Heritage Federal Credit Union
06.2023 - 10.2023
- Managing, coaching and leading bankers, tellers, loan officers with building teams
- Partnering with financial advisors to build strong lifetime relationships with clients while managing their accounts
- Leading sales, operations and cash controls
- Audits, compliance, financial reports, growing and developing teams, customer relations, member accounts and account maintenance, managing P&L, growing and driving revenue and profit, marketing and business development, financial acumen
Branch Manager III
Wells Fargo Bank
11.2021 - 06.2023
- Supervise personal bankers, relationship bankers, premier bankers and partner with financial advisors
Branch Manager
Energy Capital Credit Union - Exxon Mobile Campus location
11.2019 - 11.2021
- Develop business in market area by outside sales, business meetings with clients, mailing letters and making calls, networking
- Manage branch team to meet the goals and objectives of branch
- Represent the credit union by participating in local community organizations and events
- Taking loan applications and credit report review
- Working closely with underwriters
Evolution Branch Manager II
Woodforest National Bank
01.2018 - 11.2019
- Certified financial counseling training
- Develop business in market area by outside sales, business meetings with clients, mailing letters, and making calls, networking
- Grow relationships and tailor solutions with customers through digital adoption, online and mobile banking channels
- Assist and educate customers on a newer, faster, more efficient way of doing banking with technology being their first choice and first point of contact
- Overseeing tellers and bankers
- Making sure both are educated and aware of products, services, promotions and advertisements
- Second in charge from manager
- Act as manager in absence
- Manage high volume workload within a deadline driven environment while resolving customer inquiries
- Committed to customer service, with ability to build productive relationships, resolve complex issues, and gain customer loyalty and trust
- Listen attentively
- Monitor and maximize branch operating profit, net interest income, branch total fees, branch checking and savings balances, branch profit and loss
- Lobby management
- Prepare branch for audits
- Print daily reports
- Conduct weekly sales meetings with staff
- Manage sales of deposits
- Supervise cross sale
- Sale and refer investments
Branch Manager, VP
JP Morgan Chase Bank
03.2010 - 01.2018
- Meet with customers face to face and over the phone to uncover their needs
- Sell products and services to customers
- Also making sure they are taking advantages of all products Chase has to offer
- Partnering up with specialists to help with specialized financial needs
- Doing the right thing for customers and exceeding their expectations
- Acquire, retain, and deepening relationships with customers
Assistant Branch Manager III
BBVA Compass Bank
09.2009 - 03.2010
- Overseeing tellers and financial sales advisors
- Making sure both are educated and aware of products, services and promotions and advertisements
- Second in charge from manager
- Act as manager in absence
- Ensuring that customers receive outstanding customer service by providing a friendly environment which includes greeting and acknowledging their needs
- Coordinate and produce successful customer service leads within the area by providing resourceful information for customer follow-ups, while promoting a personal relationship with customers by continuing to maintain excellent service and knowledge
- Manage high volume workload within a deadline driven environment while resolving customer
Customer Service Supervisor
MidSouth Bank
03.2007 - 09.2009
- Assist branch manager with managing local branch, relieving of duties and responsibilities when out of office yet continuing to meet my goals
- Opening accounts and performing account maintenance for customers
- Coach tellers weekly and discuss productivity and evaluations
- Staying well informed about current promotions of financial institution and well educated on products and services (loans, mortgages, interest rates, etc)
- Continuance of resolving customer issues in branch
- Strong sales and Sales Coaching with Employees
- Demonstrate Leadership
Senior Vault Teller
Hibernia National Bank
01.2005 - 03.2007
- Responsible for tellers productivity
- Encourage tellers to meet daily and monthly sales goals
- Specialize and train to handle multiple complex transactions within required standards
- Balance daily, locating outages in order to avoid possible losses of money through fraud or error
- Maintain compliance daily and monthly by making sure all policies and procedures are followed acceding to company and government rules and guidelines
Education
Credit Education Classes
CUNA
02.2025
Bachelor’s Degree - Business Administration & Marketing
Everest University
01.2010
Skills
- Highly competitive self-starter
- Disciplined
- Organized
- Goal oriented
- Team development and coaching
- Desire for success
- Responsibility
- Quick
- Courteous
- Efficient
- Creative
- Sales process execution
- Problem solving
- Strong resolution skills
- Leadership qualities
- Great work ethic
- Adaptable
- Self-evaluation
- Performance evaluation
- Improvement planning
Timeline
Branch manager , AVP
Wells Fargo Bank
04.2024 - Current
Branch Manager III
Beyer Heritage Federal Credit Union
06.2023 - 10.2023
Branch Manager III
Wells Fargo Bank
11.2021 - 06.2023
Branch Manager
Energy Capital Credit Union - Exxon Mobile Campus location
11.2019 - 11.2021
Evolution Branch Manager II
Woodforest National Bank
01.2018 - 11.2019
Branch Manager, VP
JP Morgan Chase Bank
03.2010 - 01.2018
Assistant Branch Manager III
BBVA Compass Bank
09.2009 - 03.2010
Customer Service Supervisor
MidSouth Bank
03.2007 - 09.2009
Senior Vault Teller
Hibernia National Bank
01.2005 - 03.2007
Credit Education Classes
CUNA
Bachelor’s Degree - Business Administration & Marketing
Everest University
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