Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements. Driven Branch Manager with 15 years track record of successful administrative and operations management. Highly skilled in cultivating and leading high-performance teams focused on exceeding business objectives. Experienced Branch Manager with over 15 years of experience in Banking. Excellent reputation for resolving problems and improving customer satisfaction.
Prepare for, schedule and conduct check-ins and coaching/development activities with all direct reports including the Fundamental Leadership Activities (FLAs) of observations, one-on-ones, skill practice, huddles and team meetings • Execute Net Promoter System (NPS) expectations including feedback review, follow up calls, elevations and integration of feedback into one-on-ones and huddles • As a branch team execute on behaviors to deliver an outstanding customer experience including being courteous, demonstrating knowledge, skills, and professionalism and conducting financial health conversations • Lead the execution of the mobile strategy in the branch ensuring customers are offered mobile alternatives and taught how to utilize mobile capabilities for ease and convenience.
• Resolve customer issues in a timely manner and follow procedures for identifying, capturing, and responding to customer complaints • Adhere to all applicable policies, procedures and the Sales and Service Quality Manual (SSQM) • Ensure your team has scheduled and protected time to complete training, • Attract, hire, retain and develop talent to reinforce an inclusive, equitable and diverse culture • Review, respond, and take action on alerts and reporting (i.e. BSP and BCR findings) • Meet customer experience needs in the branch (i.e. teller transactions, lobby leadership, and appointments) • Lead the team in adopting new behaviors, expectations and ways of doing things; champion changes in the business and connect them to the broader Branch Banking transformation.
Ensure bankers work proactively and provide product and service options that match customers financial goals leading to growth in deposits, credit, and investments • Establish relationship management expectations with bankers ensuring completion of outreach, CRV tasks, follow up, appointment pre-calls, and managing their assigned book of business (as appropriate) • Lead bankers to work proactively to schedule and complete appointments with customers
• Prepare for, schedule and conduct coaching and development activities with all direct reports including the Fundamental Leadership Activities (FLAs) of observations, one-on-ones, skill practice, huddles and team meetings.
Resolve customer issues in a timely manner and follow procedures for identifying, capturing, and responding to customer complaints • Complete all required training and adhere to all applicable policies, procedures, the Sales and Service Quality Manual (SSQM) • Attract, hire, retain and develop talent to reinforce an inclusive, equitable and diverse culture.
• Identify, measure and assess, control, monitor, and report on risk commensurate w/their job duties, role, business activities, and in alignment with Wells Fargo's Expectations. • Make business decisions that are based on an understanding of the facts (especially the risks generated), balance risk and reward, and remain within the company's risk appetite
• Demonstrate knowledge, skills, and professionalism in all customer interactions • Complete teller and simple service transactions accurately; leverage resources as needed • Be courteous, engage in conversation, and listen to customers to build rapport and understand needs • Offer mobile alternatives and teach customers how to use mobile capabilities for ease and convenience.
Engage customers through skillful use of teller conversation starters and other applicable resources • Identify and make banker referrals to support customer financial needs.
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