Motivated Branch Manager at Wells Fargo, recognized for operations management and staff development. Excelled in fostering client relationships and driving revenue growth, demonstrating both a strategic vision and empathetic leadership.
Overview
15
15
years of professional experience
Work History
Branch Manager
Wells Fargo Bank, N.A.
Centerville Branch
04.2024 - Current
Coached and developed bankers to prioritize building customer relationships through consistent banker activities in order to achieve outcomes
Leveraged the Branch Manager Routine to identify strengths and opportunities daily in order to complete observations that support the team member’s development
Utilized Plan My Day to review customer outreach opportunities and to ensure we elevate customer appointments by utilizing Next Best Conversations and personalized Offers.
Led the team through three perfect centralized BCRs and a successful onsite BCR in 2024
Resolved customer issues with prompt solutions to maintain positive relationships.
Optimized revenue generation strategies for sustainable growth.
Branch Operations Associate Manager
Wells Fargo Bank, N.A.
Snellville, GA
02.2022 - 04.2024
Responsible for completing Branch Central Risk Audit with minimal exceptions in 2022 & 2023
Mastering and educating direct reports of compliance controls, risk management and loss prevention
Leadership experience including coaching, training, developing and building a high performing team including over 15 new hires for neighboring branches across the district
Paired with Premier Banker during weekly, monthly, and quarterly meetings to ensure teller line is affluent focused, gain feedback and insight into teller referrals, and brain storm for how we can continue to elevate with Affluent & Affluent away segmentation
Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer, resulting in eight straight quarters of Promoter Circle to date
Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options
Personal Banker
Wells Fargo Bank, N.A
Snellville, GA
01.2017 - 02.2022
Built & maintained customer and business relationships through outreach and financial reviews
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new accounts.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Conducted detailed financial reviews for business clients to provide appropriate products to fit clients needs.
Identified sales opportunities and referred customers to branch partners in financial services.
Educated customers on use of banking website and mobile apps.
Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Operations Assistant Store Manager
Aeropstale
Mall of Georgia
11.2009 - 01.2014
Received ACE award in April 2013 for top 6% of assistant managers in the company based on productivity and customer growth.
Led associates in accomplishing sales goals hourly, weekly, and monthly in order to comp previous years' numbers by executing strategies directed toward achieving goals for units per transaction and sales per transaction.
Recruited, hired and trained new employees, aimed at building high-functioning team focused on stock management, visual merchandising and general store operations. (staff up to 50+ during peak sales)
Implemented theft prevention policies to minimize potential stock loss.
Education
Associate of Science - General Studies
Gainesville State College
Watkinsville, GA
05.2013
Skills
Customer service, operations, and financial service management experience within a high volume, fast paced and constantly changing environment
Ability to effectively network and represent Wells Fargo within the community
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of laws and regulations pertaining to the banking industry
Self-motivated with a high level of initiative and accountability