|
WORK EXPERIENCE
|
|
-
|
|
07/2010 - Present
Service Manager 2
|
Wells Fargo Bank
|
Houston, TX
|
- Manage and coach various tellers to ensure prompt and efficient transaction processing
- Responsible for creating, training and coaching a successful service and referral team to generate sales
- Assist tellers by approving transactions up to $750,000 when needed
- Responsible for scheduling staff efficiently to maximize resources and successfully achieve sales goals
- Ensure that branch maintains compliance with all internal policy and operational regulations
- Responsible for ensuring that branch achieves passing internal audits
- Manage Human Resources processes for assigned employees, including performance appraisals, disciplinary actions, etc.
- Assume responsibility for branch and staff in the absence of the Store Manager, including daily operations, problem resolution, and customer service
-
|
|
05/2009 - 07/2010
Personal Banker
|
Wells Fargo Bank
|
Webster, TX
|
- Assist and coach new team members with hands on training of daily operations of the bank
- Diffuse difficult customer situations with objectivity and established company customer service principles
- Assist tellers by making transaction approvals up to $100,000 when needed
- Complete account information research requests for customers
- Continually met challenging sales and operational metrics
- Manage a large customer portfolio and continually enhance customer relationships
- Develop and maintain relationships with Wells Fargo Business Partners to maximize sales
-
|
|
05/2008 - 04/2009
Lead Teller
|
Wells Fargo Bank
|
Webster, TX
|
- Manage cash drawer with $50,000 daily limit
- Accept and approve transactions up to $100,000
- Process incoming and outgoing cash shipments
- Perform monthly cash detail
- Assist 150-200 customers per day
- Perform 23 transactions per hour
- Recommend 20 products proactively to appropriate customers
-
|
|
08/2007 - 04/2008
Member Service Representative
|
San Jacinto Area CU
|
Pasadena, TX
|
- Manage cash drawer with $15,000 daily limit
- Assist 40 - 50 customers per day
- Perform 10 transactions per hour
- Recommend 8 products proactively to appropriate customers
- Maintain OFAC report of 500 individuals
- Review CU processes and 9 training manuals
- Execute 9 online assessment exams over operating procedures
-
|
|
04/2006 - 08/2007
Customer Service
|
Wal-Mart Stores, Inc.
|
Pasadena, TX
|
- Resolved issues, returns with 140 customers daily
- Met with 30 customers per hour
- Handled $2000 cash drawer
- Processed credit card transactions, check cashing, money transfers
- Employed fingerprinting practices
- Cross-sold 3 products and services
- Improved ability to count money and move queue quickly
-
|