TAINA S. VEGA
Las Vegas,NV
Summary
Versatile Branch Manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with 23 years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Regional Banking Manager
WELLS FARGO BANK
INDIALANTIC, FL
01.2021 - 04.2024
- Managed team of 10 branch banking team members directly responsible for client engagement, management, branch Operations, and portfolio growth
- Ability to lead a team to influence, educate and connect with affluent, high net worth, and business banking customer segments
- Customer service, operations, and financial management experience within a high volume, fast paced and consistently changing environment
- Ability to work effectively in a team environment and across all organizational levels where collaboration with internal partners, while maintaining flexibility and adaptability as the primary focus
- Self motivated with a high level of initiative and accountability
- Ability to effectively manage time and completing priorities with strong critical thinking skills.
Customer Care Manager
Piedmont Airlines
CHARLOTTE, NC
01.2013 - 01.2021
- Effectively execute goals and objectives and consistently measure performance against goals and objectives to maintain performance of the station,
- Ensure FAA, Airlines, and airport relations are followed
- Enforcing safety and security measures are followed and protect sensitive zones
- Managed , Coached and developed a team of 30 customer care associates to offer support in airline operations and rebooking distressed passengers caused by a disruption in travel .
- Disciplined employees to encourage compliance with company policies and procedures.
Senior Relationship Banker
RBC BANK
CHARLOTTE, NC
01.2011 - 01.2013
- Responsible for overall Relationship in the Branch book of business
- Providing financial advice and guidance leveraging the branch employees partnership’s while identifying opportunities to better service bank customers
- Responsible for identifying , engaging in opening consumer and commercial accounts, utilizing the Needs assessments process to uncover cash flow, cash management and investment and retirement opportunities
- Working closely with internal and external banking partners leveraging each other’s services to enhance the customer experience.
Licensed Financial Specialist
FIRST UNION BANK/WACHOVIA BANK
01.1999 - 01.2011
- Maintain deep knowledge and understanding of Wachovia banking, credit and investment services, in addition to leverage closely with internal partners in Business Banking advisory services Mortgages, Wealth and Investment management to best meet the clients overall Financial needs
- Responsible for collecting information directly from the customers regarding income, assets, investments, and credit, analyze information to customize financial goals while maintaining and monitoring compliance, Risk, and due diligence to ensure applicable laws, rules and regulations and policies and procedures are being adhered to and met
- Proactively acquire new affluent consumer and small business customers, keeping existing relationship thru outreach and preplanning appointments , presenting products and services to better suit customer’s financial needs by engaging in a Financial Needs assessments to understand and identify clients financials short and long term goals.
Education
UNIVERSITY OF PHOENIX
01.2010
MIAMI DADE COMMUNITY COLLEGE
01.1996
Skills
- Managing Operations and Efficiency
- Performance Tracking and Evaluation
- Employee Development
- Interpersonal Relations
- MS Office
- Employee Coaching and Motivation
Certification
NMLS ID# 545637 SAFE REGISTRATION FLORIDA DEPT OF INSURANCE LIFE, HEALTH, VARIABLE ANNUITY LICENSE NASDAQ SERIES 6 AND 63 LICENSE BILINGUAL: ENGLISH/SPANISH (fluent, read, write)
AVIATION CERTIFICATIONS
ASO
GSC
CRO
PSA FLIGHT ATTENDANT CERTIFICATION
Timeline
Regional Banking Manager
WELLS FARGO BANK
01.2021 - 04.2024
Customer Care Manager
Piedmont Airlines
01.2013 - 01.2021
Senior Relationship Banker
RBC BANK
01.2011 - 01.2013
Licensed Financial Specialist
FIRST UNION BANK/WACHOVIA BANK
01.1999 - 01.2011
UNIVERSITY OF PHOENIX
MIAMI DADE COMMUNITY COLLEGE
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