Tashante Westbrook
The Bronx
Summary
Results-driven Associate Personal Banker and U.S. Navy veteran with expertise in enhancing client relationships and delivering customized financial solutions. Supports branch growth through proactive outreach and effective communication. Combines experience in financial services and retail leadership with strengths in customer engagement, coaching, compliance, and process improvement.
Overview
12
12
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
Eastchester
07.2024 - Current
- Conduct discovery-driven financial conversations to uncover customer goals and recommend tailored banking solutions.
- Strengthen long-term client relationships through proactive outreach, follow-up conversations, and personalized financial recommendations.
- Encourage mobile adoption by educating customers on digital banking tools, driving increased utilization of mobile deposits, online transfers, and self-service features to enhance convenience and reduce branch friction.
- Collaborate with partners in wealth, home lending, and business banking to ensure customers receive holistic financial support.
- Resolve complex service issues by researching concerns, coordinating with internal teams, and ensuring timely, customer-focused solutions.
- Spearheaded the strategic transformation of branch operations from traditional banking to a Universal Platform model, optimizing cross functional workflows and elevating the end-trend client experience.
Bakery Associate Team Leader
Whole Foods Market
New York
07.2023 - 02.2024
- Led daily operations for a 14-person team, overseeing scheduling, labor distribution, and workflow to exceed operational expectations.
- Conducted interviews and onboarded new hires, providing coaching and quarterly performance evaluations to support team development.
- Managed department financials by monitoring labor, analyzing shrinkage, and aligning schedules to budget targets.
- Enhanced inventory accuracy and merchandising through strategic stock replenishment and loss-prevention measures, ensuring optimal product availability.
- Ensured compliance with food safety regulations through certification oversight and staff training.
- Delivered exceptional customer service with personalized product recommendations, fostering customer loyalty and satisfaction.
Owner/ Sales Manager
Spin The Whisk Cake Studio
New York
11.2019 - 06.2023
- Built and operated a successful small business, overseeing sales, customer service, inventory, financial management, and daily operations.
- Strengthened client relationships through high-quality products and personalized service.
- Developed operational policies, financial controls, and best practices to ensure efficiency and sustainability.
- Managed budgeting, cost control, and financial planning to maintain profitability.
Retail Store Manager
CVS Health
Hampton
07.2019 - 10.2019
- Supervised 18-person team, managing inventory, asset protection, compliance, and customer engagement to ensure operational effectiveness.
- Trained staff on KPIs, sales strategies, and performance expectations, fostering accountability and enhancing sales performance.
- Used operational data to develop strategies that increased sales and productivity.
- Ensured compliance with loss-prevention procedures and operational standards.
- Led training initiatives to strengthen upselling and cross-selling skills, contributing to increased sales opportunities.
Ammunition Inventory Management Specialist
US Navy
Norfolk
10.2017 - 07.2019
- Managed logistics for 1.4M critical assets valued at $187M across 47 secured storage compartments.
- Ensured compliance with Ammunition and Explosive Safety Standards through strict process controls and audit preparation.
- Processed 1,600+ inbound/outbound transactions with zero discrepancies.
- Executed administrative tasks including data entry, documentation management, and discrepancy resolution.
- Served as liaison between weapon stations, AMMOLANT, and senior leadership to align supply readiness with operational requirements.
- Achieved 100% audit compliance and 94% accountability across stock control operations.
Operations Manager
US Navy
Norfolk
03.2014 - 10.2017
- Led a 50-person team responsible for maintenance on 9 cargo elevators and 30 forklifts to ensure operational readiness.
- Oversaw maintenance and safety operations across 32 stockrooms, ensuring compliance with Navy regulations.
- Delivered training and mentorship programs to improve technical knowledge and safety compliance.
- Conducted daily productions meetings to align activities with mission-critical schedules.
- Maintained a 96.3% inspection success rate through execution of 1,100+ preventative maintenance activities.
Education
Bachelor of Arts - Psychology
Saint Leo University
Saint Leo, FL03-2020
Skills
- Customer Relationship Management
- Discovery Driven Conversations
- Risk & Compliance Controls
- Internal Partner Engagement
- Sales & Referral Strategy
- Digital Banking Tools
- Account Opening & Credit Applications
- Cash Handling & Teller Operations
Affiliations
- Junior Achievement of New York
Breaking Ground Housing Development Fund Corporation
Manhattan Chamber of Commerce
Success Academy Charter Schools
Timeline
Associate Personal Banker
Wells Fargo
07.2024 - Current
Bakery Associate Team Leader
Whole Foods Market
07.2023 - 02.2024
Owner/ Sales Manager
Spin The Whisk Cake Studio
11.2019 - 06.2023
Retail Store Manager
CVS Health
07.2019 - 10.2019
Ammunition Inventory Management Specialist
US Navy
10.2017 - 07.2019
Operations Manager
US Navy
03.2014 - 10.2017
Bachelor of Arts - Psychology
Saint Leo University