Lakesha Noel

Experience

• 

  Wells Fargo

  Jul 2000 - Apr 2010

  Approve check limit of $100,000-$500,000; Supervised 7 Relationship Personal Banker and 8 Tellers Prepared staff schedules using SVP(Computerized Supervisor Platform) to monitor proper client coverageOrdered weekly monetary funds from ICOM software and recorded in house books where monetary funds should be heldInvestigated anti-laundering issues to identify fraudulent activity to prevent potential losses for the bank, verify records of fraud alert and assist in loss recoveryAudited all cash inside main vault to keep a record for Federal Reserved/FDIC guidelines and proceduresWas responsible for all end of day branch duties including but not limited to balancing checks, preparing bags for courier service, securing the vault properly and maintained all tellers drawersInterviewed prospective applicants for teller and relationship personal banker positions Show less Relationship Personal Bank(Approve check limit of $75,000-$100,000; Opened accounts such as business, checking, savings, money market and IRA (Individual Retirement Account)Monitored customer accounts for large balance fluctuations and uphold anti-money laundering laws.Processed loan applications for automobile, mortgage( first and second), personal secured and unsecuredMade outbound calls to new clients to solicit business opportunity with our financial institution.Assisted tellers and personal bankers to met expected monthly quotasLead the office on designated weekends to open and close branchMaintained client portfolio of $250,000 to market on potential and retention clientele baseAnalyzed and reviewed productivity level on weekly basis Show less Approve check limit of $50,000; Supervised and monitored 5 tellers to maintain daily productivity on cross-sell bank products and referrals, assisted with deposit, withdrawal, and loan payment transactionsAssisted tellers with challenging client situations in an effort to resolve potential disputes and maintain strong client relationshipsCollected and recorded ATM deposits including adding cash and auditing teller drawers Trained new tellers on all bank policies and procedures Referred employee recommendation and daily updates on devised proceduresWas responsible for all end of day branch duties including but not limited to balancing checks, preparing bags for courier service and securing vault properly Crossed train with Relationship Personal Banker Show less

  • Service Manager

    May 2005 - Apr 2010

  • Personal Banker

    Aug 2002 - May 2005

  • Lead Teller

    Jul 2000 - Aug 2002
• 

  H&R Block

  Sept 2010 - Apr 2011

  Office Leader/Manager

  Supervised 3 client service professionals and 5 tax professionalsManaged staffing schedules, approve overtime, management projects, made bank deposit with reconciliation statementsAchieved 85% of goals client experience survey. Overall goal for the office was 90%Assigned client service professional and tax professional to make market calls on retention clientsExecuted overall tax preparation goals of maximum 343 year-end requirement: achieved 255 tax preparations Opened brand new office and close office for end-year tax season Show less

• 

  Houston Food Bank

  Aug 2011 - Dec 2011

  Volunteer at Target Hunger

   Compiled over 200 data entries into a spreadsheet for easy reviewing and filing client’s information. Participated in client’s arrangements to help make their food selection run smoother. Collaborated with the director of the food pantry to dispersed food to other centers within the Houston Area

• 

  University of Houston-Downtown

  Jul 2013 - Dec 2014

  Oversees Members engagement and involvement. Create new members packets and membership certificates. Develop membership flyers and marketing material. Recruit new members. Implement new rules for Black Student Association bylaws and constitution. Establish relationships with other organizations for collaboration of projects. Maintain an updated membership roster.

  • Graduate of University of Houston Downtown

    Jan 2011 - Dec 2014

  • Black Student Association Membership Director

    Jul 2013 - Mar 2014
• 

  The National Society of Leadership and Success

  Dec 2013 - Jan 2014

  Member

  The Society is an organization that helps people discover and achieve their goals. The Society offers life-changing lectures from the nation’s leading presenters and a community where like-minded, success-oriented individuals come together and help one another succeed. The Society also serves as a powerful force of good in the greater community by encouraging and organizing action to better the world.

• 

  PLS Financial Services

  Aug 2014 - Feb 2022

  Store Manager

  Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales and financial goals. Also, follows company policies and procedures. The Store Manager is also responsible for ensuring store employees are properly motivated and trained and that qualified replacements are developed and ready to fill open positions. Job Description: •Maintaining exemplary customer service within the store and establishing special business relationships with our customers so they will choose to do business with us rather than our competitors •Implementing strategies to help meet store goals and objectives •Recruiting, developing, and motivating store employees who exceed internal and external customer expectations •Ensuring compliance with federal, state, and local regulations •Establishing a strong customer service/selling culture to maximize sales •Supervising CSR activities, including but not limited to transaction processing, maintenance of cash drawers, and cash handling procedures •Coaching and developing assistant managers and shift supervisors in accordance to career development plans set by District Manager •Marketing within your community to increase market share and store revenues •Resolving customer complaints for increased customer satisfaction •Controlling labor hours, cash, store audits, and shrinkage •Help maintain a neat and clean store environment for our customers and employees •Other duties as assigned Show less

• 

  Men's Wearhouse

  Feb 2022 - Sept 2022

  Operations Manager

  Train and Develop Employees Approve Schedule and Monitor Timesheets Conduct MeetingReview payroll Recruit and make offers to Candidates Administer Employee Evaluations

• 

  Regional Finance (Regional Management Corp.)

  Aug 2022 - now

  underwriting loan, offer financial solutions and review credit reports

  • Branch Manager

    Dec 2023 - now

  • Assistant Branch Manager

    Aug 2022 - Jan 2024