Experience

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  Whole foods market

  Sept 1998 - Jan 2002

  Assistant team leader

  Manages daily operations of the Prepared Foods Department consistent with the company directed WFM store strategy and integration of local needs. Cultivates a welcoming environment serving as a gathering place that consistently delivers the highest quality food with unparalled customer service. Capitalize on opportunities to build sales & profits and manage daily operations that support continuous improvement. Manage store safety and security. Manage and trains team members modeling integrity, honesty & knowledge and promotes customer satisfaction and supports Whole Foods values. Manage and control store inventory and ensure all cash control procedures are followed. Show less

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  Four seasons hotels and resorts

  May 2003 - Sept 2006

  Room service coordinator

  Provided excellent customer service to a high expectations clientele

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  Wells fargo

  May 2007 - Jun 2015

  Manages the teller services function to ensure prompt and efficient transaction processing and the generation of sales through quality referrals. These duties will include as necessary teller and lead teller functions. Establishes sales referral and service goals. Creates, trains and coaches a successful service and referral team. Responsible for effective staff salary administration and rewards. Is responsible for scheduling staff efficiently to maximize resources and achieve service and sales goals. Ensure compliance with audit and operational regulations and guidelines. Show less As a Wells Fargo personal banker, you devote as much of your day as possible to having in-depth conversations, in person and by phone, with your customers. You meet with customers at our stores and at their places of business — so they can manage their financial needs at their convenience. Your daily projects will include:Building and managing lifelong customer relationshipsUnderstanding customers’ financial needs and showing them how to get the greatest possible value from our products and servicesAnalyzing current customer relationships and proactively contacting customers with recommendations to help them achieve financial successDeveloping and maintaining relationships with Wells Fargo partners to maximize sales opportunitiesAs you build your customer relationships and product knowledge, you are working towards your personal goals within Wells Fargo. And your manager regularly takes time to celebrate your hard work and success by recognizing and rewarding your contributions and providing value-added coaching. Teamwork and relationship building is a winning combination for a successful personal banker at Wells Fargo. Show less

  • Service Manager

    Mar 2012 - Jun 2015

  • Personal Banker - Loan Officer

    May 2007 - Mar 2012
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  Bank of america

  Jun 2015 - now

  Financial center managers (FCMs) operate as business owners and are responsible for fostering a team environment and instilling an effective client-centric, sales and risk culture within the center, demonstrating that we are here collectively to help our customers achieve their financial goals. The FCM holds a critical role, ensuring operational excellence of the center and that all aspects of the center run effectively and cohesively. General ManagementResponsible for building client traffic, engaging and appropriately routing clients and client retentionResponsible for the general look, feel and attractiveness of the center, ensuring space is leveraged to accommodate clientsDrive operational excellence by engaging staff on business strategy and performance resultsEmphasize the need to exceed metrics while also focusing on long-term strategies and goalsAdhere to and enforce internal and regulatory policies, procedures and processesProactively identify and manage risk in business, product and service transactionsSuccessfully resolve customer issues and escalations in a timely and professional mannerResponsible for associate and customer safetyClient Experience & Revenue GrowthFoster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metricsLead the lobby and choreography of customer traffic including direct routing of customers to specialists to help drive overall “One Team” revenue growthEnsure all appointments are assigned to the appropriate financial center associateDrive client relationship management and assist with sales and sales leadershipUnderstand the drivers of, and opportunities to enhance, client satisfaction in the centerResponsible for oversight of associates in the centerObserve, model and coach the financial center team on proper execution of risk and service strategy Show less Assistant managers (AMs) assist and support the financial center manager (FCM) in leading associates to meet and exceed performance targets, ensuring the operational excellence of the center and creating an excellent customer experience. AMs are responsible for daily implementation of the FCM’s directives, executing lobby leadership and observing the financial center team in action through the eyes of the customer. Additionally, AMs coach teams on the proper execution of key financial center processes while role modeling the desired behaviors. In the FCM's absence, AMs assume leadership responsibility for the financial center. Show less

  • Vice President, Financial Center Manager II

    Jul 2019 - now

  • Vice President, Financial Center Manager II

    Jul 2018 - now

  • Vice President, Financial Center Manager II

    Aug 2015 - now

  • Vice President, Financial Center Manager II

    Mar 2018 - Jun 2018

  • Vice President, Financial Center Manager II

    Oct 2016 - Feb 2018

  • Vice President, Financial Center Manager II

    Aug 2015 - Sept 2016

  • Assistant Manager

    Jun 2015 - Aug 2015