Managing two Branches with 10 or more FTEs Conducting performance reviews, Interviewing and selection of candidates to fill branch positions Performance counseling, including making and recommending disciplinary action decisions. Ensuring compliance with internal controls, operational procedures and risk management policies Cash handling transactions, as necessary. Other responsibilities includes but not limited to: Strong individual and team sales/referral performance in deposits, loans, investment and other product lines. Directing, leading and coaching of superior sales and service behaviors and activities by the entire team. Developing and executing plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch. Conducting sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Accountability for maximizing sales, customer satisfaction, and minimizing operating losses by executing the plays and strategies outlined for the branch.
Implement appropriate knowledge of all Wells Fargo policies and procedures related to the platform, including Security and Information Security. Establishes business relationships, provide quality service and cross selling products/services. Handles each transaction proficiently and accurately, exercising good judgment and giving approval. Conduct research request, filing claims, and maintaining accounts Answers the phone and respond to customer inquiries professionally and accurately Building and retaining customer relationships by performing follow and making cold dials. Responsible for ensuring that business goals and individual member service and sales goals are consistently metNotarized customer's documentation in compliance of all notary rules and regulations. Develop and maintain a working knowledge of all applicable federal and state regulations Achieve aggressive sale goals Facilitate team meeting and train new teammates Providing loan application status and stipulations while being a mediator between customers and underwriters As the business advocate of my store, I service all small business customers understanding their business operation and providing goals achieving products and services.
Companies Worked For:
Job Titles Held:
© 2019, Bold Limited. All rights reserved.