Daniel Samuel Email & Phone Number

Delegate over 10 staff in operations such as account management, customer service, financialoperations, and other bank functions. Orchestrate staffing and scheduling, and allocating individualizedgoals through weekly assessments, performance evaluations, and deployment meetings while ensuringcompliance to bank policies and regulations. Guide employees on products and services such asopening of new accounts, cross-selling, partner referrals, and operation of safety vaults, as well asensure audit readiness with proper procedural documentation. Verify accounts by continuouslymonitoring all balances and deposits. Provide excellent customer service by managing accounts,troubleshooting issues, and maintaining positive interactions.● Effectively organized deposit base and increased it from $120M to $208M● Assisted customers with account openings, covering checking, savings, business, and CDaccounts while educating customers on how to benefit from offerings.● Enforced guidelines for detecting and reporting fraudulent transactions, mainly theft and identityimpersonation.● Spearheaded business development and community relations as Store Manager and CRAcoordinator.● Oversaw front counter tasks to support customers with banking needs, including deposits,withdrawals, and balance checks; established satisfactory banking experience for customers.● Offered assistance with mergers and acquisitions of various banks and conversions to the WellsFargo Banking system in five different states including Alaska, California, Michigan, Idaho, andTexas.

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  Mcc

  Accounting