Derek Beard Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

I was recently selected to take on a different role within Wells Fargo. The Line of Business Coordinator role is still being thought out and developed, but it will support RAU Leaders of the National Branch Network with Risk and Control Self-Assessment activities throughout the entire lifecycle. More to come on requirements and responsibilities of this new job.

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

BEC in Regional Services - Use leadership and analytical skills to consult with branch and region leadership around operation and compliance risks

Charlotte, North Carolina

Provide support and coaching to all team members to hit all sales and service metrics while maintaining high team member engagement.Mentor for other managers.Advance Knowledge of SVP, SVT, HOGAN, STS Reports, ICP reports, minding the store, risk data martKnowledgeable in Microsoft OfficeHelp with district projects as well as run conference calls for the district.Experienced in safe deposit box proceduresHighly knowledgeable in all retail sales, compliance, and internal systems as well as identifying risks and creating and implementing action plans to improve performance.Top 5 Strengths: Competition, Consistency, Analytical, Command, RelatorOther Skills: Consulting, Partnership, Leadership, strong Communicator, adding Value, finding Opportunities, Detailed Oriented/Analytical, Implementation, Driving Results, Tracking/Monitoring Progress, Vision & Values

-Facilitated classroom training as well as one on one training for converting Wachovia employees for the Wells Fargo/Wachovia Conversion. -Partnered with the DM and lead district practice sessions for systems and products practice nights.-Helped over 100 branches accross the US convert to Wells Fargo including sales coaching, mentoring, compliance coaching and efficiency coaching.-Work closely with Store Managers and their bankers on following the sales roadmap, CNA, and midsession processes.-Responsible for booking all travel arrangements, making my own schedule, and managing a budget of up to $20,000 per month.

I took this temporary banker position because I knew that it would be very beneficial for when I became a store manager. I have shown that I can manage my sales gap and make up for a whole month of no sales due to training. I have gained the basic knowledge of a banker role and have exceeded expectations. While I was a banker I was asked to mentor other bankers in my store. Coaching on different sales techniques to move their solutions and profit numbers. I conducted mid-session reviews and coached both platform and service sides to be productive and provide WOW service.

Tempe, Az

Lead a team of 20 tellers, lead tellers, and another service manager to achieve high customer service and sales scores while keeping the branch in compliance and passing all audits with high marks.

Tempe, Az

Achieved high sales and service goals in the top of my district.

Tempe, Az

Achieved high sales and service goals and ranked top of the district.