Wells FargoBanking Services Management
Feb. 1990 - Nov. 2006Austin, Texas AreaPersonal Banker (Round Rock) -Marketed products to new and existing customers, demonstrating comprehensive understanding of customers’ needs and portfolio of product options, attaining top tier sales goals -Sustained long-term customer relationships through attentive, knowledgeable service Teller Supervisor II (Round Rock) -Led team of nine tellers, motivating success and coaching in job performance -Handled HR duties including training staff in sales/service techniques and conducting employee reviews -Conducted operational/security store audits and inputted to strategic direction and facility management Banking Services Manager (Jefferson and Downtown Banking Centers) -Handled staffing, team coaching in cross selling, employee reviews, security audits, consumer lending, share loans and collaborating on policy/procedures development -Managed team coaching in cross selling and supervising tellers and financial counselors -Built successful business relationships with individuals and local companies Senior Financial Counselor, ODP (Round Rock Banking Center) -Worked closely with customers on optimizing investments and bank services -Managed personal loans, new accounts, certificates of deposit and approval of large deposits/consignments -Trained financial counselors and employees in loan input/decision making -Identified and developed new business opportunities for affiliate mutual fund and annuity company