Award-winning and dedicated Bank Management Executive eager to contribute exceptional branch operations, team-building, and sales leadership expertise toward supporting a dynamic organization in optimizing bottom-line performance.

 

 

Offering almost a decade of experience in bank branch management marked by consistently exceeding sales and service expectations through establishing team cohesiveness and retaining top talent; significant experience in elevating team morale and confidence. Plan, analyze, define and implement policies, strategies and procedures to optimize company reputation, competitive positioning, operational performance, and personnel productivity. Confident, congenial and tactical with exceptional analytical, prioritization, leadership, and presentation skills. Resourceful and proactive; set goals, and devise sales growth strategies to attain revenue targets. Highly versatile and able to quickly adapt to new roles, environments, tasks, challenges, and responsibilities. 

 

Selected Achievements:

 

• Steadily advanced through a series of promotions at Wells Fargo from initial role as Bank Teller through to Branch Manager Levels 1 through 5.

         Promoted in 2006 to manage largest store in region with approximately $200M in assets.

         Propelled Ynez Road branch from bottom 5% for profitability to top 5% of region in under four quarters.

         Exceeded sales goals at Ynez Road location for over 16 consecutive quarters while carrying largest regional goals.

         As Level 5 Branch Manager, recognized among top 2% nationwide with most prestigious award at Annual Sales and Service Conference.

         Consistently ranked in either 1^st or 2^nd place for regional sales despite target increase of 73% at Ynez Road location.

         Grew sales at Grape Street, Lake Elsinore branch by 27% in less than two months.

         Received numerous accolades and awards at Escondido branch for surpassing sales plan year-over-year, generating 120% to goal for both solutions and profit.

         Championed launch of mentoring program which doubled teller referrals and sales to bankers.

 

 

Wells Fargo Bank, various locations                                                                                    1996 to 2009

Wells Fargo Bank, Ynez Road Branch, Temecula, CA, 2006 to 2009

Branch Manager, Level 5

• Won Manager of the Year Award, several vacation packages, and monetary bonuses for displaying exemplary performance.  
• Applied polished leadership talents toward training, coaching, mentoring and directing 26 employees; led 11 staff members to earn promotions, maintained 94% retention rate, and garnered employee satisfaction scores among top 10% companywide.

 

Continued

 

 

Professional Experience continued                                                     Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Wells Fargo Bank, several locations, CA, 2005 to 2006

Forward Hire Manager

         Handpicked and assigned by District Manager to newly acquired region and tasked with overseeing all locations in Temecula Valley Market.

         Boosted sales 15% in one month for Temecula Pkwy location.

         Brought Vons Lake Elsinore branch from achieving 90% of sales goal to capturing 117% of target in just over one month s time.

         Motivated staff at Ynez Road location to achieve sales goals for first time in over a year after only three months as Acting Manager.  

 

Wells Fargo Bank, Escondido Blvd., Escondido, CA, 2002 to 2005

Branch Manager, Level 2

         Advanced to spearhead newly acquired small regional bank and charged with transitioning existing customers, staff, and assets into successful, profitable Wells Fargo location.

         Demonstrated considerable talents in staff development, guiding six team members to earn promotions.

         Consistently recognized as top performer in sales and service goals resulting in multiple quarterly awards.

         Selected as Annual Sales and Service Conference Winner 2003.

 

Wells Fargo Bank, El Norte Parkway, Escondido, CA, 2000 to 2002

Branch Manager, Level 1

• Chosen based on proven performance and achievements to turn around underperforming location at risk for closing.
• Directed, empowered and inspired team to rank as top performers in market, running 115% to 120% in both years respectively and driving four team members to earn advancement.
• Winner of several quarterly awards for best performance in solutions, profit and loan volume.

 

                   

 

Earlier Roles with Wells Fargo:

 

Assistant Manager, Ramona Branch, Ramona, CA, 1999

Agent Officer, Rancho Bernardo Branch, San Diego, CA, 1997 to 1999

Teller, various branches, San Diego, CA, 1996 to 1997

 

 

Temecula Valley Rose Society

Boys and Girls Clubs of Southwest Riverside County

Temecula Valley Balloon and Wine Festival

Cops for Kids

Red Cross