Professional that demonstrates strong foundation in building both team and client rapport. Diverse skill set that includes risk assessment, administrative work, problem solving with an in-depth knowledge of laws and regulations in financial context, and executing organizational messaging and initiatives. Prolific communicator in both written and oral expression.
Overview
9
9
years of professional experience
Work History
Branch Operations Assistant Manager
Wells Fargo
Fleming Island, FL
01.2021 - Current
Coached staff to improve efficiency and revenue with more effective procedures and approaches.
Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement
Supervised and evaluated staff to help improve skills, achieve daily objectives and attain advancement.
Forecasted trends and recommended improvements based on risk analyses.
Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Personal Banker 1
Wells Fargo Bank
Fleming Island, FL
01.2018 - Current
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
Cultivated and strengthened relationships with new and existing clients
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
Two time recipient of Achievement Award for two consecutive quarters for exceeding activity goals
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Communications Specialist
Jacksonville Kid's Coalition
Jcksonville, FL
01.2012 - 12.2014
Created and devised content calendar for multiple social media platforms
Designed print collateral materials and coordinated branding across multiple communications channels
Managed email marketing encompassing content development, SEO and distribution
Drafted press releases, radio ads detailing relevant newsworthy information and pitched news media to spread initiatives
Earned coverage from 4 news channels for Walk For Kids event
Reviewed staff-written materials and edited for content and brevity
Communicated organization promotions, products and services to partners and audiences to increase brand awareness and overall revenue
Developed ideas and leads for new stories according to industry trends
Education
Bachelor of Science - Communications, Public Relations
University of North Florida
Jacksonville
2013
Skills
Financial Planning
Analytical Thinking
Interprets Regulations
Problem Solving
Effective Communication
Relationship building and management
Microsoft Office
Organizational Strategy
Risk Compliance
Operational Reporting
Audit Preparation
Timeline
Branch Operations Assistant Manager
Wells Fargo
01.2021 - Current
Personal Banker 1
Wells Fargo Bank
01.2018 - Current
Communications Specialist
Jacksonville Kid's Coalition
01.2012 - 12.2014
Bachelor of Science - Communications, Public Relations
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
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Staff Nurse – Labor & Delivery at U.S. Navy (Naval Hospital Jacksonville, Naval Medical Center Portsmouth, and U.S. Naval Hospital Guam)Staff Nurse – Labor & Delivery at U.S. Navy (Naval Hospital Jacksonville, Naval Medical Center Portsmouth, and U.S. Naval Hospital Guam)