19 years of management experience including 14 years of management in retail banking. Serving as a Board Trustee for The Western Bankers Association. Developed and led high potential employee development program for 3 years. Grew license banker staff from 9 to 34 total in the past 3 years. Strategic planner talented in seeing multiple options for improvement, operational streamlining and potential growth. Proactive and meticulous Manager with over 14 years of experience in Banking industry. Multi-tasking Manager well-known for creating positive workplace culture and high-performing teams. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
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- Responsible for effective management of 9 locations across 5 cities and 135 employees with $1.6 B in deposits and $669 MM in loans in Sacramento, Elk Grove, Galt, Lockeford, and Lodi.
- Collaborate, partner, and influence Affluent and Business segment leaders.
- Develop effective strategies and business plans including implementation and execution of coaching processes through teaching method.
- Motivate, coach, and support objective of providing outstanding customer service and performance by leading team of branch managers in retail banking locations.
- Strategize with branch managers to create vision and plan that focuses on customer service and meeting needs of customers based on their financial needs.
- Coach managers and partner with other Wells Fargo lines of business to deepen customer relationships.
- Responsible for effective management of 10 retail locations (3 Billion in deposits) that provides products and services in the marketplace while meeting profitability goals and objectives of Wells Fargo Bank.
- Develop and implement effective business strategy plans.
- Manage relationships with various business partners to ensure customer needs are fulfilled along with managing service quality to ensure ongoing customer satisfaction.
- Serve as a coach/teacher and provides formal and informal skill development training.
- Implement and maintain security controls while managing within the framework of Wells Fargo standards, policies, and procedures.
- Participate and represent Wells Fargo in various community events and collaborating with local nonprofit organizations such as SchoolsRule, Leadership Institute, CASA Allegra, and Marin Food Pantry along with serving over 200 hours of volunteer hours in the community events.
- Mentoring and developing several leaders across the company through mentorship program.
- Responsibilities included managing a multi-talented assortment of motivated bankers in one of the largest retail branches in the company.
- I managed 50+ successful team members including Store manager l, Assistant Managers, Private Banker l & ll, Personal Banker ll, Business Specialist, four Service managers in every capacity.
- Responsible for engaging team members to be successful in all endeavors.
- I am the Peer manager and district liaison during absences of district leadership team.
- Manage retail sales and service function.
- The primary goal is to train and develop team members who serve the customers' total financial service needs resulting in greater market share, wallet share and profitability.
- Developed 7 store managers for the district and market along with helping 60+ team members advancing to next level in their career.
- Served on several non-profit boards such as El Concilio, Hispanic Chamber of Commerce, and Tender Hands Safe Haven along with donating over 400 hours of volunteer hours in the local community events.
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School Attended
- California State University - East Bay
- California State University - East Bay
- State Of California
Job Titles Held:
- District Manager
- District Manager
- Store Manager
Degrees
- Master of Science
- Bachelor of Science
- State of California Certified Tax Preparation
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