Experience

BayVanguard Bank

• United States
• Banking
• 1 - 100 Employee

• Closing Specialist

  • Feb 2022 - Present



Howard Bank

• United States
• Banking
• 1 - 100 Employee

• Post Closing Team Lead, Officer

  • Aug 2020 - Feb 2022



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Manager

  • Jun 2010 - Aug 2020

  As a service manager responsible for managing the direction of work for several direct reports while overseeing the day to day operations of the teller line. Leverage coaching and performance management of team members to foster a development based work environment. Ensure satisfaction of customers by managing needs and solving problems as they arise. As a personal banker (prior to Service Manager role) included providing prompt quality customer service along with support to Bankers and store management. Performs wide range of services including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, notary, processing check orders), and problem solving. Location based in affluent area, focus on affluent segmentation. Highly trained and knowledgeable about business accounts, business lending, merchant sales and payroll sales. Prior to Personal Banker position, held position as a Teller. Responsible for maintaining and balancing a cash drawer. Process customer transactions within policy and procedure guidelines. Identify and make sales referrals, recommend alternate channels, cross-sell bank services and products. Provides excellent customer service. Show less