Tayler Thul
Retail BankingAssociat Manager
Moline,IL
Overview
8
8
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Retail Banking Associate Manger
Wells Fargo Bank
Moline, IL
04.2019 - Current
- Focused on leading, managing and developing a team of direct and indirect reports with different levels of complexity in risk and retail banking procedures.
- Assess and analyze branch Profit and Loss Report to identify coaching opportunities and contributions to branch successes.
- Assess situations, make decisions and resolve issues for customers and team member experience, risk management and development of retail banking team members in alignment with business objectives.
- Conduct follow up calls to customers based on outreach survey results to learn more about opportunities to improve and continue to make customer experience positive.
- Recognize and recommend opportunities for individual and team growth to efficiently execute and improve processes around risk management and control operations for all functions of retail banking.
- Collaborate and consult with partners in multiple lines of business to assist with customer transactions and referrals.
- Lead daily morning team check in’s to inform team on updates, plan for upcoming appointments and prepare for daily customer interactions.
- Mentor and lead development of talent for direct and indirect reports and assist with hiring team members at different levels of branch banking.
- Effectively build and maintain relationships with customers and internal partners while acting with professionalism and integrity.
- Maintain an emphasis on customer experience, risk management, operations and financial service management.
- Ability to lead the team through connecting and educating customers on technology and sharing the benefits of digital banking options.
- Hold a clear understanding and knowledge of laws and regulations that pertain to banking industry.
- Write performance evaluations for direct reports to support development and address opportunities for growth and efficiency.
- Make decisions and discuss incentive compensation changes based on team member performance and feedback from individual evaluations.
- Oversee the management of multiple branches and teams at one time successfully while effectively delegating tasks when not present at a branch.
Retail Banking Service Manager
Wells Fargo Bank
Kansas City, Kansas
01.2017 - 04.2019
- Support decisions and resolving issues relevant to daily operations on the teller line and utilize cash handling experience to assist customers with teller line transactions and perform operational tasks.
- Oversee cash handling, vault management tasks and ensure team members understand and operate within retail banking policies and procedures.
- Write performance evaluations for direct reports to support development and address opportunities for growth and efficiency.
- Develop and implement plans for keeping team members up to date on most current retail banking policies and procedures to ensure staying within compliance guidelines.
- Delegate operational tasks to direct reports for completion and use tools and resources to ensure they are properly completed.
- Implement and execute policies and procedures with regards to applicable regulations while being subject to random regular audits and escalations processes.
- Recognize and file detailed customer complaints to ensure they are routed to and addressed by the appropriate channel and/or department.
- Support Associate Manager by conducting follow up calls after receiving customer feedback through routine survey's and conducting daily morning meetings with branch team members when Associate Manager is unavailable to do so.
- Collaborate with Associate Manager to make decisions and recognize opportunity to maximize customer growth and branch profit as well as mitigating loss.
- Mentor and lead development as well as assist with interviewing and hiring process for direct reports.
- Collaborate and consult with in branch bankers and other partners to assist with customer transactions and referrals.
Personal Banker
Wells Fargo Bank
Ankeny, Iowa
01.2016 - 09.2016
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Maximized revenue through improved sales techniques and branch productivity.
- Expanded client base by promoting new financial products.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- 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.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Presented new and additional products and services to existing customers.
Bank Teller/Lead Teller
Wells Fargo Bank
Urbandale, Iowa
01.2014 - 01.2016
- Provided customers with appropriate literature on banking products and services.
- Introduced customers to other bank team members to help meet financial needs.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Mentored newly hired team members on appropriate responses to patron questions.
- Received car loan, home loan and other payments and posted to accounts.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Investigated and promptly resolved issues with patron accounts.
- Maintained friendly and professional customer interactions.
- Received loan and utility payments, sending funds to correct destinations.
- Counted, verified and handled bank deposits and armored car transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Handled various accounting transactions.
Education
Bachelor of Arts - Communications
University of Northern Iowa
Cedar Falls, IA 08.2011 - 12.2013
Associate of Arts - Liberal Arts And General Studies
Hawkeye Community College
Waterloo, IA 08.2009 - 05.2011
Skills
NCR Cash recycler
Cash Handling
Relationship building and management
Compliance, banking laws and regulations
Loans
Night and safe deposit procedures
Rapid 10-key data entry
Consumer banking specialist
Self-Motivated
Critical Thinking
Decision Making
Data Entry
Flexible and Adaptable
Certification
SAFE Certified, Wells Fargo Bank, April 2019-Current
Timeline
Retail Banking Associate Manger
Wells Fargo Bank
04.2019 - Current
SAFE Certified, Wells Fargo Bank, April 2019-Current
04-2019
Retail Banking Service Manager
Wells Fargo Bank
01.2017 - 04.2019
Personal Banker
Wells Fargo Bank
01.2016 - 09.2016
LO (Loan Originator) Certified, Wells Fargo Bank, 2016-2019
01-2016
Bank Teller/Lead Teller
Wells Fargo Bank
01.2014 - 01.2016
Bachelor of Arts - Communications
University of Northern Iowa
08.2011 - 12.2013
Associate of Arts - Liberal Arts And General Studies
Hawkeye Community College
08.2009 - 05.2011