Over Ten years' experience in financial sales and banking; with proven track record to surpass sales goals, meet deadlines and exceed expectations in customer satisfaction.
Focused on developing and coaching my team on Building and Maintaining Customer relationships, Growing Balances and Branch Revenue.
Excellent problem solving and abstract thinking skills, with great ability to analyze problems, identify solutions, and carry out action plans.
Promoted and recognized for outstanding performance, leadership, and top branch in Service scores and customer loyalty for 2019.
•Self-motivated with a high level of initiative and accountability
•Ability to interact with integrity and professionalism with customers and team members
•Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
•Ability to lead team, motivate and coach
•Knowledge and understanding of compliance controls, risk management and loss prevention
•Administer branch growth, service and risk management
•Coach team to ensure all team members are clear on work priorities and activities, and maintain high levels of customer service. ( Current CE Score 4.92)
•Execute planning and gowth avitictivities to ensure performance goals are met
•Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all team members
•Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction
•Oversee branch controls and compliance, to effectively manage risk and ensure positive internal BCR scores
•Identify coaching needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation and hiring,
•Appropriately assess risk when business decisions are made, demonstrating particular consideration for the the company's reputation and safeguarding Wells fargo, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively observe the activity of team members and create accountability with those who fail to maintain company standards.
Deliver an outstanding experience to business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote solutions that best serve the client and ensure the growh of the branch. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience.
2017/2018/2019-Service Excellence Champion
2017/2018/2019-STAR Champion Performer
2018-STAR Champion Branch
2019-Leadership Excellence Champion
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