Roxana Franqui
Wellington,FL
Summary
Experienced market manager with a proven track record in the financial services industry. Proficient in financial services, business relationship management, management, customer service, and cross-selling. Adept at leveraging industry knowledge to drive business growth and cultivate strong client relationships. Committed to delivering exceptional service and exceeding customer expectations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Regional Branch Manager
Wells Fargo
West Palm Beach, FL
09.2019 - Current
- Led cross-functional teams during high-stakes projects, effectively balancing resources and deadlines for optimal outcomes.
- Oversaw risk management efforts by implementing appropriate policies and procedures to minimize losses.
- Worked closely with various regions to disseminate effective methods and fulfill organizational targets.
- Delivered exceptional customer service by resolving issues promptly, listening to feedback, and making necessary improvements.
- Increased employee retention rates by fostering a positive work culture focused on recognition and career development opportunities.
- Maximized operational efficiency by utilizing technology in various aspects of branch management such as data analysis or tracking key performance indicators.
- Implemented efficient processes for managing daily operations including personnel scheduling, inventory control, and financial reporting.
- Led regional branch operations, ensuring compliance with regulatory standards and company policies.
- Conducted regular performance reviews, providing feedback to align team goals with organizational objectives.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Branch Manager
Capital One Bank
Lodi, Saddle Brook, & Clifton, NJ
01.2008 - 01.2018
- Own and lead day-to-day sales and service efforts of Associates for three branches
- Received above average Net Promoter Survey (NPS) results in2016 /2017
- Achieved a perfect score in2016 during our Branch Annual Report (BAR)
- 2013 Selected by District Manager to be part of the8 Region’s Manager Council
- Exceeded sales goals by110% in2011 /2013
- Ranked #1 in the district in2009 /2010
- Develop and lead strategies to retain and grow assigned customer relationships that increase overall bank revenue
- Continuously deliver on sales / service and revenue targets
- Create a plan to build a customer centric culture to create a brand of excellence and trust
- Analyze sales reporting; create plans to solve business challenges
- Demonstrate effective coaching and make meaningful action plans to advance the careers of associates
- Manage branch expenses
- Own risk management and compliance in the branch
- Close performance gaps through behavior and activity planning
- Build a diverse team; engage and recruit great talent
- Market Manager,2008 –2018
Education
Bachelor of Arts (BA) - Early Childhood Administration
Kaplan University - Davenport Campus
Davenport, IA06.2018
Associates Degree - Business Administration
Hudson County Community College
Jersey City, NJ06.2002
Skills
- Effective leadership
- Operational efficiency
- Branch administration
- Team management
Languages
Fluent in Spanish and English
Certification
PBC Substitute Certification
Timeline
Regional Branch Manager
Wells Fargo
09.2019 - Current
Branch Manager
Capital One Bank
01.2008 - 01.2018
Bachelor of Arts (BA) - Early Childhood Administration
Kaplan University - Davenport Campus
Associates Degree - Business Administration
Hudson County Community College