Lead Teller/Operations Supervisor
Los Gatos, California
While working directly with a service manager and a branch manger I ensure compliance in everyday transactions. Along with providing world class service and maintaining Wells Fargo's vision and values, I ensure transactions completed personally, as well as by other team members, are compliant with Wells Fargo's company policies, in addition to local, state, and federal laws. Ensuring daily, monthly and quarterly tasks are completed correctly and on time based off set guidelines. Strong ability to communicate with team members and customers effectively is imperative to personal and store's success. Managing customer concerns and problem solving is a large portion of a Lead Teller's role to ensure we are able to maintain and enhance customer relationships. Deescalating/managing customer's frustration/concerns during complex and lengthy transactions or long wait times is very common. Being able to assess customers needs based off a banking relationship and verbal queues is necessary to make daily, weekly, and quarterly sales goals and quotas. Exceeding quarterly sales goals each and every quarter and working with peers to ensure their personal success is important to ensure our store's success. Effectively coaching peers to maintain compliance, sales and customer service standards is necessary for our company's success. Implementing and continuing use of various tools and resources' to track teller performance is one way to measure the teams success. Nominated for a special award shortly after switching positions is a major accomplishment of mine at Wells Fargo. Giving and receiving company provided awards is a positive way to recognize team members' achievements', for going above and beyond daily duties, and many other reasons is just one of many ways to contribute to a positive work environment.