Wendy Jensen
Sandy,United States
Summary
Self-directed branch manager with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills.
Overview
15
15
years of professional experience
Work History
Branch Manager
Sunwest Bank
09.2022 - 09.2024
- Ensured client satisfaction and account retention through quality service
- Handled client requests and complaints with prompt, professional, and courteous attention, understands and complies with bank policies, procedures, and regulations governing job responsibilities
- Responsible for transaction approvals within assigned limits
- Lead and actively participate in daily warm up and monthly branch staff meetings and discuss branch products, sales, service and soundness
- Planned and adhered to staffing budget
- Responsible for employee development and provides training as needed
- Responsible for ensuring satisfactory audit ratings; managing critical operational metrics to minimize risks and losses; maintaining ambitious standards for control/certifications, monetary transactions, security, and account openings activities
- Prepared reports and completes special projects as requested by upper management
- Provides the accurate and timely presentation of performance appraisals, counseling, and status changes
- Worked with Relationship Managers to ensure excellent customer service to clients in order to deepen banking relationships
- Complied with all banking and federal policies, procedures, and regulations
Customer Relationship Consultant
US Bank
06.2021 - 09.2022
- Manage the day-to-day activities of the branch in order to fully comply with federal regulations
- Builds relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel
- Responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch
- Responsible for sending wires, opening accounts, maintain and exceed branch pipeline expectations, and deepening customer relationships
- Was responsible for coaching other customer relationship consultants to ensure growth individually as well as for the branch
- Complied with all banking and federal policies, procedures and regulations
Client Service Analyst
Optum Bank
05.2019 - 06.2021
- Help employers and brokers with their HSA needs such as corrections, contributions, implementation, research, and enrollment for their group and employees
- Anticipate client needs, identify possible solutions and address those needs to resolve any escalations
- Identify escalations for clients and provide proper tactics to get them resolved
- Educate employers and brokers on correct approaches to resolving issues regarding their HSA accounts and other avenues they may consider to get to the correct result
- Use problem solving techniques to identify issues that may affect the employers or other clients as the same problem arise
- Work independently as well as on a team to ensure complete client satisfaction
Territory Manager
Meadowbrook Village, LLC
10.2011 - 05.2018
- Maintained tenant relations with regular tenant visits and phone calls
- Updated tenant and unit information to keep current in housing database
- Managed day-to-day operations for two (2) 305 and 100 unit mobile home communities
- Ensured timely production of annual rent, operating expense, and real estate tax adjustments
- Handled customer complaints personally to verify they were properly handled
- Worked with the owners to identify, develop, and achieve community goals and objectives
- Compiled and conveyed all operational and financial data to the district manager
- Monitored and documented all income, including delinquencies
- Personally created and oversaw numerous large scale projects for the community
- Created and implemented two (2) large upgrades to the community to enhance tenant morale and maintain strict guidelines set by the rules of the community as well as the city standards and laws
- Negotiated and executed leases for two (2) properties
- Hired multiple positions as they became available and successfully ran a staff to ensure the properties were taken care of
- Worked with the district manager and owner to ensure all aspects of the business and properties were being ran adequately
- Was responsible for selling mobile homes the property owned which included mortgage amortization, background checks and negotiating the lease
- Helped with the sale of the mobile home communities
Customer Service Manager
US Bank
04.2009 - 02.2011
- Developed a strategy to achieve target sales goals
- Trained and mentored highly effective teams to meet corporate service standards
- Oversaw the operations of the branch by creating and enforcing best practices for effective customer service and sales goals
- Provided role modeling and coaching to team members by delivering industry leading service
- Engaging clients and referring when a need existed to deepen and enhance client relationships
- Delivered prompt, accurate and excellent customer service
Education
MBA - Business Administration
Westminster College
Salt Lake City, UT01.2008
Bachelor of Science - Business - Marketing
Westminster College
Salt Lake City, UT01.2005
Skills
- Team management
- Customer service
- Conflict resolution techniques
- Types 70 wpm
- Experience in POS solutions
- Marketing savvy
- Skilled multi-tasker
- Proficient in Microsoft Office Suite
- Proficient in Google Suite
- Proficient in Quickbooks
- Proficient in Yardi
- Proficient in Crystal Ball
- Proficient in Salesforce
- Strong analytical skills
Activities
- Member, Westminster College Alumni Association
- Emerging Leaders - US Bank
- Sterling Scholar
Timeline
Branch Manager
Sunwest Bank
09.2022 - 09.2024
Customer Relationship Consultant
US Bank
06.2021 - 09.2022
Client Service Analyst
Optum Bank
05.2019 - 06.2021
Territory Manager
Meadowbrook Village, LLC
10.2011 - 05.2018
Customer Service Manager
US Bank
04.2009 - 02.2011
Bachelor of Science - Business - Marketing
Westminster College
MBA - Business Administration
Westminster College
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