Talia Qualls
New Braunfels,Texas
Summary
Accomplished Regional Branch Manager with a robust history at Wells Fargo Bank, N.A., specializing in banking operations and client relationship management. Expert in coaching high-performing teams and fostering affluent customer relationships, leading to significant branch growth. Demonstrates a unique blend of financial product knowledge and strategic sales techniques, ensuring outstanding client service and business development.
Overview
13
13
years of professional experience
Work History
Regional Branch Manager
Wells Fargo Bank, N.A.
Wimberley, TX
11.2023 - Current
- Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive branch growth
- Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
- Experienced and knowledgeable in coaching across customer segments such as affluent, high net worth, and small business
- Experienced in building and maintaining effective relationships with customers, internal partners and within the community
- Resolve high low to moderately complex issues regarding customers and employee experience, risk, and growth of the team and branch
- Conducted regular meetings with staff members to discuss goals, objectives, and challenges.
Personal Banker
Wells Fargo Bank, N.A.
New Braunfels, Texas
05.2016 - 11.2023
- Key responsibility is fulfilling customer service to highest standard while building strong promising relationships, and helping them achieve their financial goals
- Handle and book consumer loans, lines of credits, home equity loans, credit cards and rebuilding credit
- Prepare applications and booking business loans, line of credits, equipment loans, cash flow analysis, business trade shows, and credit cards
- New business relationships with payroll and merchant partnerships and teller partnership and working teller referrals
- Networked to increase client base and encourage existing clients to expand financial conversations.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Customer Sales and Service Representative
Wells Fargo Bank, N.A.
Amarillo, TX
07.2015 - 04.2016
- Leveraged creative thinking and problem-solving skills to facilitate decisions to ensure project outcomes resulted in expected business value
- Applying applications and closed consumer loans, lines of credits, and rebuilding credit
- Signing and submitted business loans and line of credits
- Delivered superior customer service to retain existing customers and attract future customers.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively
Teller
Canyon
, Texas
07.2012 - 06.2015
- Consistently meeting requirements for everyday expectations such as customer service, balancing, cashing and depositing checks, and getting daily referrals and solutions
- Interacted with customers to build product knowledge and strengthened customer relations
- Ensured that security procedures, record retention and reporting requirements are met
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Education
Bachelor of Science - Agricultural Business and Economics
West Texas A&M University
Canyon, TX12.2014
Skills
- Management
- Coaching
- Hiring
- Affluent and High Net Worth
- Staff development
- Loans
- Portfolio assessment
- Financial product knowledge
- Sales strategy
- Client relationship management
- Industry networking
- Financial Advising
- Business Development
- Banking operations knowledge
Accomplishments
Awarded Top scores on WOW surveys
Awarded Perfect Balancing 2013
Awarded Golden Attitude
Awarded Team Worker
Awarded On the Watch
Awarded Star Performer
Timeline
Regional Branch Manager
Wells Fargo Bank, N.A.
11.2023 - Current
Personal Banker
Wells Fargo Bank, N.A.
05.2016 - 11.2023
Customer Sales and Service Representative
Wells Fargo Bank, N.A.
07.2015 - 04.2016
Teller
Canyon
07.2012 - 06.2015
Bachelor of Science - Agricultural Business and Economics
West Texas A&M University
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