Experience

Texas Republic Bank

• United States
• Banking
• 1 - 100 Employee

• Operations Teller

  • Nov 2021 - Present

  Process teller transactions: deposits - withdrawals - check cashing - cashiers checks - money orders -temporary checks - loan payments - etc.... Place hold on accounts for uncollected funds as required. Explain, promote or sell products or services to meet customer's needs. Notarize documents for existing customers and walk-in requests. Follow banking compliance and regulations by staying current and completing training. Verify wire transfers are completed properly and recorded in bank systems accordingly. Review reports daily for errors or missing documentation. Record keeping by scanning account records and correspondence into bank's imaging system.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Manager II

  • Oct 2001 - Mar 2020

  Strong communication skills with partners while building relationships to obtain referral goals. Provided coaching and training to direct reports on performance and career development. Contributes ideas and direction in other areas such as recognition, retention, hiring, and coaching. Outstanding team leader in providing support and guidance at all levels in the district, including partners. Often called upon by other managers for assistance and guidance in operations and sales coaching. Strong operational and compliance leader for auditors, managers, and team members in several districts. Key manager at numerous branches coaching and educating team members in operations, risk management and compliance, which resulted in all audits being acceptable with scores being in the 90’s. Achieved operational excellence by maintaining an approximate 90% or above achievement of metrics. Lead and managed meetings at district and branch level over compliance, sales, and customer service. Banking knowledge and experience utilized as buddy banker for Wachovia and Century Bank conversions at several North-Dallas branches to ensure all team members were trained during the process. Assisted auditors throughout district reviewing operations compliance and mentoring of team members. United Way campaign district captain and participate at other volunteer events within the community. Promoted the sales of retail banking products and services resulted in achieving level 5 of 5 scores. Prospected businesses to schedule off-sites to visit with their employees to promote banking products. Visited with military recruiters from Oak Cliff to McKinney, Texas to promote military banking products with recruits so they would have direct deposit accounts set-up prior to attending boot camp. Developed and maintained profitable relationships with Partners (Mortgage – Payroll – Merchant Services)



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• EMC(SW) RET

  • Apr 1980 - Mar 2000

  Senior Enlisted Division Officer - Trainer - Career Counselor - Financial Advisor - etc... Senior Enlisted Division Officer - Trainer - Career Counselor - Financial Advisor - etc...