Eager to contribute exceptional program management, training and development, and client relations expertise toward supporting a dynamic employer in optimizing bottom-line performance.

 

 

        Extensive and broad-scope experience in banking industry spanning wholesale banking, retail sales and service, marketing, communications and community outreach and development.

        Outstanding communication, interpersonal, presentation and instructional skills.

        Adept at leveraging product differentiation strategies to propel competitive positioning and revenue growth.  

        Significant talents in relationship-building and heightening employee morale, engagement, and involvement with various programs and initiatives.

        Excel in strategic planning, project management, and orchestrating sales training programs.

        Methodical, systematic and able to analyze, create and execute novel solutions to meet defined business goals and needs.

        Team-driven, resourceful and enthusiastic C thrive on challenges and perform effectively under pressure.   

        Skillfully anticipate, plan, and respond accordingly to changing business priorities.

 

Wells Fargo, Los Angeles and Century City, CA                                                                                 1995 to Present

Financial Education Program Manager            (2006 to Present)

         Spearhead nationwide Hands on Banking® Financial Education Program by preparing written (English and Spanish) communications, identifying business development opportunities, and promoting program throughout academic and government segments.

         Proactively advocate and integrate Financial Education resources/tools into business line work models to win new business.

         Employ sharp communication and public speaking capabilities to administer Financial Education training and deliver informative and compelling presentations to government officials, school districts, colleges, and universities.

         Establish, nurture and maintain cooperative relationships with program liaisons and volunteers across all enterprise business lines as well as vendors.

         Maintain up-to-date internal Hands on Banking® team member Resource Center website.

 

Continued

 

 

 

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Professional Experience continued

 

Learning & Sales Development Consultant          (2004 to 2006)

• Planned, coordinated and administered Learning and Development training to support, enhance and advance sales and service activities throughout Western Region Retail Small Business Banking.
• Frequently evaluated success of programs which focused on training in business development, sales, and technical applications/software.
• Maximized Learning and Development program outcomes by cultivating cohesive efforts with Human Resources staff, Business Banking Product Groups and Business Banking Management.

 

Learning & Development, Treasury Management           (2001 to 2004)

• Actively supported Wholesale Banking Division by providing comprehensive Learning and Development programs in areas of Treasury Management and Product Implementation.
• Navigated unified efforts among multiple departments to optimize program effectiveness and ultimately boost personnel performance.

 

Project Manager, Treasury Management           (1999 to 2001)

• Analyzed, designed, modified, and improved product and service offerings within Treasury Management segment.
• Exercised solid organizational skills to develop and distribute communication and training to business groups impacted by product enhancements.

 

Client Service Officer Lead, Treasury Management        (1995 to 1999)

• Applied dynamic leadership talents toward coaching, mentoring, motivating and directing team of 12 Client Service Officers while proficiently managing personal portfolio of high-net-worth clients.

 

 

Wells Fargo Diversity Latino Network C Member of Executive Advisory Committee, Executive Chair, Treasurer, Communications & Professional Development

 

Wells Fargo Volunteer Service Award Selection Committee

 

Los Angeles Junior Chamber of Commerce