Proven track record in customer service, coaching, and leadership, with a strong ability to thrive in collaborative environments. Known for going above and beyond to deliver exceptional customer experiences, while leveraging creative problem-solving skills to optimize workflows, enhance operational efficiency, and ensure the highest standards of quality.
Overview
25
25
years of professional experience
Work History
Branch Operations Coordinator
Wells Fargo Miromar
10.2018 - Current
Engaging customers in conversations, listening to them, and proactively helping find solutions and address concerns
Working as a part of a team, with bank partners, to help customers succeed financially
Serving as a leader in risk by following policies and procedures
Accurately and efficiently processing and approving transactions
Hired, trained and supervised team of service staff members to meet business goals.
Supporting teller team in education and developmental growth
Conducted regular audits to ensure compliance with company policies and industry regulations.
Boosted employee retention by fostering a positive work environment and providing ongoing support and training.
Service Manager
Wells Fargo Coconut Point
01.2017 - 10.2018
Lead the team and serve as a role model by providing excellent customer service including engaging customers in conversations and building relationships with them to retain their business
Serve as a leader in managing risk
Lead the team to ensure customers are informed of the ways Wells Fargo can help them, by making introductions to other branch team members
Participated in attracting, retaining, growing and developing talent
Coach and provide feedback leveraging performance management tools and processes
Support customers in resolving or escalating concerns or complaints
Manage your team’s schedule and lead the day-to-day operations
Hired, trained and supervised team of service staff members to meet business goals.
Teller-Lead Teller
Wells Fargo Bonita Beach
04.2013 - 01.2017
Engaging customers in conversations, listening to them, and proactively helping to meet their financial needs
Asking questions to get to know the customer to build relationships and retain their business
Working as a part of a team to help customers by adding value to their relationship with us
Maintaining a cash drawer including taking in and giving out cash and balancing
Shift Leader/Server
Perkins Restaurant
01.2001 - 03.2014
Performed all transactions in a cordial, efficient and professional manner
Primarily responsible for national training events for new hires
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA