Experience

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  CU Hawaii

  • Hilo, Hawaii, United States

  • Training Specialist

    • May 2023 - Present
    • Hilo, Hawaii, United States

• 

  Island Rose Management

  • Hilo, Hawaii, United States

  • Consulting Business Owner

    • Jan 2022 - Present
    • Hilo, Hawaii, United States

• 

  Wells Fargo

  • Branch Manager

    • May 2013 - Dec 2018

    Responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. Store Managers lead with ethics, integrity and embrace diversity and inclusion. They are viewed as an expert in the store and can effectively demonstrate all aspects of the Wells Fargo Customer Experience culture, including the Customer Experience Roadmap process. Store Managers possess in-depth knowledge about products and systems, model behavior, coach the team to success, and use initiative and good judgment to manage the store's budget and lead the store to achieve projected results. The Store Manager is able and willing to support the Service Manager and can observe, coach, and provide feedback to the service team. Success includes hiring, coaching, training, and developing all store team members to achieve consistently high performance objectives. Store Managers take a balanced approach by minding the stores compliance requirements, effectively scheduling the store team, coaching and developing all team members, consistently addressing team/performance issues, and holding team members accountable for the delivery of exceptional customer service and operational integrity. The Store Manager serves as a model for the Wells Fargo Customer Experience culture with a focus on ethics, integrity, and embracing diversity.

  • Assistant Store Manager

    • Jul 2012 - May 2013

    Responsible for contributing to the overall success of the branch through quality leadership, customer service and risk management. Assists the store manager in establishing service goals. Creates, trains and coaches a successful service and referral team. Responsible for directing staff to maximize resources and achieve service goals. This includes training and problem resolution. Responsible for ensuring compliance with audit and operational regulations and guidelines. Actively services new and existing customers as needed. Assumes the duties of the Store Manager in his/her absence.

  • Personal Banker

    • Dec 2002 - Jul 2012

    Manages customer portfolio and services relationships. Provides broad base of financial and credit services. Develops and maintains relationships with Wells Fargo partners. Spends up to 30% of time completing service-related tasks. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.