Rendal Lewis
Coatesville,PA
Summary
Branch leader with 20 years of experience pitching products and services and maintaining customer relationships. Skilled in proposal and quote development, negotiation, and contract renegotiation. Proven leadership in training personnel and supporting revenue growth.
Overview
12
12
years of professional experience
Work History
Branch Manager
Truist Bank
Downingtown, Pennsylvania
10.2021 - Current
- Mentored team members to maximize potential and drive branch profitability.
- Conducted team meetings to strategize performance and client engagement improvements.
- Facilitated daily branch operations to enhance service delivery efficiency.
- Monitored compliance with banking regulations and internal policies.
Business Specialist
Wells Fargo Bank
Exton, PA
03.2019 - 10.2021
- Built and managed relationships with small business customers by identifying their financial needs, communicating how Wells Fargo can assist, and executing proactive outreach through phone and in-person visits.
- Collaborated with departments to develop strategies that improved financial performance and enhanced customer satisfaction.
- Worked with new and existing customers to build excellent rapport.
- Led training sessions for team members on company policies, procedures, and best practices to streamline operations and improve employee performance.
- Maintaining deep knowledge of bank products and services.
Branch Manager II
Wells Fargo Bank
Oxford, PA
03.2017 - 03.2019
- Led branch team of 4 customer service representatives and 3 personal bankers, implementing comprehensive training program for all new hires.
- Cultivated strong relationships with new and existing clients to effectively address financial needs and enhance branch loyalty.
- Expanded customer base by acquiring new clients and identifying specific needs to offer tailored products.
- Educated customers on a variety of loan products and available credit options to promote valuable decision-making.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Planned and coordinated risk mitigation strategies to protect company assets.
- Complied with company policies and government regulations to prevent and detect rule violations and protect the organization from fines and lawsuits.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Assessed employee performance and issued disciplinary notices.
Branch Manager I
Wells Fargo Bank
West Chester, PA
03.2016 - 03.2017
- Built strong rapport with new and existing customers to foster loyalty and retention.
- Collaborated with departments to develop strategies that enhanced financial gain and improved customer satisfaction.
- Identified operational and performance issues and partnered with managers to implement effective resolutions.
- Trained team on company policies and procedures to improve operational efficiency.
Business Specialist
Wells Fargo Bank
Exton, PA
03.2015 - 03.2016
- Engaged with new and existing customers to establish strong relationships and foster loyalty.
- Collaborated with departments to develop strategies that enhanced financial gain and improved customer satisfaction.
- Identified operational and performance issues, partnering with managers to implement effective resolutions.
- Coached team on company policies, procedures, and best practices to enhance operational efficiency, employee productivity and subsequently decrease labor costs.
Personal Banker II
Wells Fargo Bank
Oxford, PA
07.2014 - 03.2015
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Met with clients to facilitate budget management and financial guidance.
- Assisted customers with account openings and closings, loan applications, and provided guidance for informed financial decisions.
- Communicated promotional offers and utilized persuasive sales techniques to upsell services, encouraging clients to explore additional banking options.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
Education
Some College (No Degree) - Accounting
Central State University
Wilberforce, OHSkills
- Client relations
- Sales leadership
- Customer relationship management
- Project management
- Risk management
- Team building
- Employee training
- Experience in leadership
- Business acumen
Timeline
Branch Manager
Truist Bank
10.2021 - Current
Business Specialist
Wells Fargo Bank
03.2019 - 10.2021
Branch Manager II
Wells Fargo Bank
03.2017 - 03.2019
Branch Manager I
Wells Fargo Bank
03.2016 - 03.2017
Business Specialist
Wells Fargo Bank
03.2015 - 03.2016
Personal Banker II
Wells Fargo Bank
07.2014 - 03.2015
Some College (No Degree) - Accounting
Central State University