(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Results-driven professional with a progressive management career in the financial services and banking industries. Skilled at developing and executing targeted business initiatives that drive customer growth, achieve sales & service objectives, and enhance bottom-line profits. Highly effective communicator and team leader with proven ability to build long-term relationships with internal and external customers by establishing a high level of confidence and trust. Visionary leader with a keen understanding of business priorities and demonstrated expertise in rapidly advancing business goals to revenue-producing activities.
  • Goal-oriented / Drives for results
  • Positive / Cheerful demeanor
  • Organized
  • Strong team-builder
  • Displays high integrity & honesty
  • Bi-lingual – Fluency in English and Spanish
    • Inspiring, Motivating & Developing Team Members
    • Responsible / Committed
    • Communicates powerfully and prolifically
    • Trustworthiness
    • Solves problems and analyzes issues
    • Analytical
    Northern Virginia Community College Annandale, VA Expected in Associate of Arts : Business Administration and Finance - GPA :
    Work History
    Db Schenker - Branch Manager III
    Franklin Park, IL, 2016 - Current
  • Managing with integrity, honesty and knowledge that promote the culture, mission, vision and values of Wells Fargo.
  • Responsible for managing a staff of 14 consisting of: Personal Bankers, Licensed Banker, Business specialist, Financial Advisor, Premier Banker II, Service Manager, Lead Tellers and Tellers ensuring thedelivery of superior level of customer service in customer satisfaction as well as efficiency.
  • Demonstrating leadership through contributing to Wells Fargo\'s culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive.
  • Successfully passed BCR audit with 95% (2016) and 94% (2017) - Yet to be the highest in FFC as well as achieving 4.94 in Q12 (2016) compared to 3.79 (2015) from previous management.
  • Managing the relationship with various partner business entities to ensure the ability to deepen customer relationships along with managing service quality to ensure ongoing customer satisfaction.
  • Demonstrating leadership by building and sustaining an inclusive culture that values diversity, and helping your team understand and be inspired by their connections to the Vision & Values of Wells Fargo.
  • Responsible for effective staff retention and rewards as well as managing, observing, coaching, and providing feedback to ensure consistent team performance and excellent customer satisfaction.
  • Acting (greater than 50% of time) in partnership with my District Manager to position the FFC team for success, including hiring, training, supervising, coaching and developing by holding one-on-one coaching sessions with employees on a monthly basis.
  • Demonstrating excellence at managing complex customer concerns and transactions, service clients needs with goal of earning 100% of their business and trust.
  • Consistently ensuring compliance with audit and all operational regulations and guidelines, sales & service processes, policies and procedures, and completion of compliance requirements.
  • Succeeding in having 100% of my team to achieve their quarterly incentive and eligible for coach\'s bonus.
  • ACS proponent for my District, in charge of leading the investment affluent side of my district.
  • Managing platform staff, and career development, performance management and recognition.
  • Motivating and promoting 80% of my staff included but not limited to: 4 of them are Branch Managers now.
  • Achieving significant year over year balance growth in deposits and investments.
  • Maintaining zero management turnover, 2015 - 2017.
  • Developing various methods to increase the branch\'s customer relationship ratio thereby increasing revenue and overall profitability.

  • United Rentals - Branch Manager II
    East Peoria, IL, 05/2013 - 01/2016
  • Managed (7) bankers and (7) tellers services function to ensure prompt and efficient transaction processing and the generation of delivering an exceptional customer service experience.
  • Exceeded 105% of goal for new relationships and accounts as well as increased branch revenue with deposit and investment balance growth of over 3% year to date (2016).
  • Responsible to coach the team to success, and use initiative and good judgment to manage the branch budget and lead the branch to achieve projected results.
  • Enhanced the Operational efficiency by coaching team to adhere to compliance standards.
  • Coached and developed branch staff by offering constructive feedback and taking interest in their long-term career growth.
  • Was responsible for growing revenue through loans, deposits, investments and other banking products. Analyzed balances and sales trends to predict future performance and ensure progress.
  • Developed & promoted 14 of team members to a higher position within the Company.
  • Improved and turned over Customer Service Experience from the lowest in the district to the highest by maintain friendly-positive work environment.
  • Maintained confidentiality of bank records and client information.
  • Carter Bank - Branch Manager
    Danville, VA, 06/2007 - 05/2013
    Was responsible for executing market and sales strategies. Strived for excellent customer service and productive.
  • Conducted sales meeting, coached and developed new sales representatives.
  • Responsible for collecting payments for customers falling behind withpayments, and seeking for business opportunities.Maintained working knowledge of in-market competitors as well as seek business opportunities through referral from existing customers by making 100 – 120 acquisition calls daily.​​
    First State Community Bank - Loan Officer
    Warrenton, MO, 02/2005 - 06/2007
    Contacted new and current customer as well as followed up with customer with service satisfaction.Maintained knowledge about the different loan programs.Soak business opportunity through referral from existing customers.​

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    School Attended

    • Northern Virginia Community College

    Job Titles Held:

    • Branch Manager III
    • Branch Manager II
    • Branch Manager
    • Loan Officer


    • Associate of Arts

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