Mehnoosh Askari

Experience

• 

  Wells Fargo

  Jul 2000 - now

  -Provide leadership, management, support, direction, and guidance to a team of 8 Business Banking Managers within Small Business Customers in FL, Georgia, Alabama, Mississippi, Tennessee, Virginia, DC, Maryland, Carolinas, PA, Connecticut, NY, and NJ in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management-Provides leadership to Business Banking Manager to enhance customer experience, processes, policies, operational issues, and operational assignments while managing risk.-Partners with other leaders and key partners (Treasury Management, Credit products, Wealth Management, Merchant, Practice Finance, SBA, Foreign Exchange, and Deposit) to embody a cohesive management team to serve our customers and help them succeed financially.-Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner-Serves as a champion and an expert for change, providing coaching to team on managing through changes. -Accomplishes management responsibilities which includes sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.- Manages a team that is accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures.-Act as a Responsible Accounting Unti Risk Assessable Unit for SBB in RCSA (Risk and Control Self-assessment) program-CSBB DE&I council member. Collaborate with other members on career mobility pillar to support the growth of existing talent Show less Manages a team of centralized Business Relationship Managers serving via the telephone a portfolio of existing small business customers with $2M-$20M in annual sales. Coaches and develops a group of 8-12 Regional Business Banking Managers that support Eastern region. Main Focus is to effectively lead and build a diverse and inclusive environment while focusing on team member and customer engagement, strategy implementation and business expansion within a matrixes environment. Lead the team to become the financial services leader of customer service and advice, risk management, team member engagement, innovation, corporate citizenship, and shareholder value. Opportunity to collaborate with and influence other RBRM leaders and key product and strategic partners to increase customer retention, profitability, market share, and wallet share of customer's total financial service needs. A key responsibility will be the ability to motivate and engage all levels of team members and quickly gain the trust/confidence of executive leaders. Creating inclusive/trust environment for all team members and working positively toward Wells Fargo vision and value. Mentoring and developing future leaders for our organization and promote our talented team members to increase engagement Show less Created RBRM loan growth strategy, implementing upcoming maturity meetings, Mini-CAP credit write-ups, joint banker/manager customer calls and BBM/banker credit education. • Negotiated and reversed over $2.2MM in credit decisions in 2016 by challenging and collaborating with lending managers.• Presented credit training to 400+ team members at national convention in 2016 and 2017.• Implemented monthly RBRM-wide upcoming maturity meetings for bankers, leaders and partners to assess the customer’s relationship, retain loan balances and evaluate credit opportunities. • Designed and implemented “RBRM Mini-CAP” for bankers to understand borrowing causes, business models and financial data.• Designed and facilitated advanced credit training for BBMs consisting of 9 separate modules and classes/projects. Show less Acted as the business financial advisor to existing business owners with revenue $2-20MM, prospected new commercial banking relationships and performed financial analysis and underwriting up to $10MM.• Built portfolio from 30 customers to 110, generating $2MM in bank revenue• Achieved an average of $30MM in loan production and $220M in proxy production• POD leader of Delta Diablo District, communicated retail and BBG pipeline status.• Capable of independently assess business risk, and able to appropriately structure credit in a modeling environment Show less

  • Senior Vice President /Small Business Banking Relationship Management Director, East Coast

    May 2018 - now

  • Vice President/ Regional Business Banking Manager

    Jan 2016 - May 2018

  • Vice President Credit Coach

    Aug 2014 - Jan 2016

  • Senior Business Relationship Manager

    Jun 2010 - Aug 2014

  • Central Business Relationship Manager

    Jul 2000 - Jun 2010