Trusted relationship manager to affluent clients, both consumer and small business. Managing a book value of $100mm+ in deposits, investments and credit balances.• Advise clients on financial options and services by maintaining a deep knowledge and understanding of client’s individual needs and goals.• Develop and nurture strong relationships with Wells Fargo partners to assist clients with specific financial needs.

Responsible for independently developing and facilitating complex training programs to create a standard knowledge base for team members and managers by effectively utilizing all levels of facilitation skills.• Provide written and verbal feedback/coaching to mid- to senior-level leaders, partners and branch leadership teams to increase effectiveness in branch growth, talent development and customer experience.• Train and develop new and existing facilitators. Including certifying… Show more Responsible for independently developing and facilitating complex training programs to create a standard knowledge base for team members and managers by effectively utilizing all levels of facilitation skills.• Provide written and verbal feedback/coaching to mid- to senior-level leaders, partners and branch leadership teams to increase effectiveness in branch growth, talent development and customer experience.• Train and develop new and existing facilitators. Including certifying facilitators in each new curriculum to ensure consistency.• Actively manage the essential learning path training completion process for entire job families within the company. Partnering with mid- to senior-level leaders to ensure timely completion of all training path activities for team members.• Plan and organized community support campaigns in Atlanta, and oversee the process for the region.Financial Show less

Responsible for monitoring and improving the financial and operational performance of multiple Branches.• Build strong relationships with team members, partners and customers to achieve growth in sales performance, lending, book value and customer experience.• Meet with and advise affluent and small business customers regarding financial planning to ensure that all financial needs are being met currently and for the future.• Responsible for effective staff salary administration and… Show more Responsible for monitoring and improving the financial and operational performance of multiple Branches.• Build strong relationships with team members, partners and customers to achieve growth in sales performance, lending, book value and customer experience.• Meet with and advise affluent and small business customers regarding financial planning to ensure that all financial needs are being met currently and for the future.• Responsible for effective staff salary administration and rewards. Develop and administer budgets, business development performance and objectives, staffing models, schedules and performance standards. Show less

Developed program to analyze and react to competitor product pricing, in partnership with Regional Leadership and National Pricing Coordinator. Promotion while maintaining Store Director role.• Increase market share in key product categories by developing strategies to improve market preparation and reaction to local competitors. • Resolve complex pricing issues and escalate issues as needed; exercise strong judgment within guidelines. Considered a subject matter expert on issues… Show more Developed program to analyze and react to competitor product pricing, in partnership with Regional Leadership and National Pricing Coordinator. Promotion while maintaining Store Director role.• Increase market share in key product categories by developing strategies to improve market preparation and reaction to local competitors. • Resolve complex pricing issues and escalate issues as needed; exercise strong judgment within guidelines. Considered a subject matter expert on issues related to pricing and process.• Prepare profitability reports for Leadership, highlighting which strategies and Stores provided the highest profits for the company. Show less

Monitor and improve the financial and operational performance of the store.• Achieve best-in-class rating in customer service and satisfaction by ensuring associates are trained and executing to meet customer’s needs.• Successfully mentor and develop store managers utilizing a combination of classroom and on-the-job training.• Partner with internal and external resources to develop store strategies, including training programs for the team members.