Elizabeth Guzman Email & Phone Number

Porter, Tx, Us

Texas, United States

South Texas

Responsible for executing Retail LOB Strategic Initiatives. Core to driving consistency across various FC’s that leads to consistent client service, deposit growth, loan growth and overall Retail Profitability. Reducing Churn, Deepening Client Relationships, Quality Activity Management, selling the “entire bank” to existing and prospective clients.

The Woodlands

-2018 Chairman's Club Winner (Top 10% of company)-2019 Chairman's Club Winner-2022 On track for Chairman's Club

Houston, Texas Area

Duties: • Ethically lead a team of 3 managers, 7 platform team members, and 6 tellers on Wells Fargo’s Vision & Values, operational integrity, customer service skills, and sales techniques.• Organize community outreach events to help build customer loyalty, and strengthen the Wells Fargo brand. • Continuously develop team members to help them further their career within Wells Fargo. Accomplishments:• STAR Manager: Retention Champion Award.• STAR Manager: Ranked in… Show more Duties: • Ethically lead a team of 3 managers, 7 platform team members, and 6 tellers on Wells Fargo’s Vision & Values, operational integrity, customer service skills, and sales techniques.• Organize community outreach events to help build customer loyalty, and strengthen the Wells Fargo brand. • Continuously develop team members to help them further their career within Wells Fargo. Accomplishments:• STAR Manager: Retention Champion Award.• STAR Manager: Ranked in top 20% of Store Managers for service and sales. • Helped to promote four team members in a 5 month period. Show less

Houston, Texas Area

Duties: • Perform all branch operations, which include (not limited to): conflict resolution, scheduling employees, recruitment activities, ordering supplies/money, forecasting cash requirements, coaching employees on service/sales techniques, legal compliance, marketing bank products, preparing team for annual audit, servicing ATM, time management, and delegation of duties. • Manage and coach tellers and bankers on sales, service, and loss prevention techniques. • Complete… Show more Duties: • Perform all branch operations, which include (not limited to): conflict resolution, scheduling employees, recruitment activities, ordering supplies/money, forecasting cash requirements, coaching employees on service/sales techniques, legal compliance, marketing bank products, preparing team for annual audit, servicing ATM, time management, and delegation of duties. • Manage and coach tellers and bankers on sales, service, and loss prevention techniques. • Complete monthly, quarterly, and annual compliance requirements within strict guidelines.Accomplishments: • Ranked #1 Service Manager in district the first quarter in position.• Doubled teller referrals to account for 54% of branch sales. • Significantly reduced the number of teller outages and processing errors by using effective coaching efforts. Show less

Houston, Texas Area

Duties:• Perform all duties of Store Manager and Service Manager concurrently.• Respected leader who manages, coaches and motivates six tellers and six bankers.• Delegate duties to subordinates while empowering them to make strategic decisions. Accomplishments:• Transformed one of the lowest performing branches in the district to one of the top performing branches in the district in two weeks. • Achieved Silver level sales goal for quarter, while meeting customer… Show more Duties:• Perform all duties of Store Manager and Service Manager concurrently.• Respected leader who manages, coaches and motivates six tellers and six bankers.• Delegate duties to subordinates while empowering them to make strategic decisions. Accomplishments:• Transformed one of the lowest performing branches in the district to one of the top performing branches in the district in two weeks. • Achieved Silver level sales goal for quarter, while meeting customer service goals. • Earned a 99% on annual SOCR (Store Operation Compliance Review). Show less

Houston, Texas Area

Duties: • Schedule and attend off-site meetings to generate more sales.• Open new accounts, service current accounts, cross-sell products, and process loan applications. Accomplishments: • #1 Personal Banker for branch.• Won awards for credit sales, exceptional customer service, and preventing bank fraud.

Aberdeen, South Dakota

Duties: • Personally manage and accountable for $32M+ in customer accounts. • Ethically negotiate terms to create a win-win for customer and company with intent of maintaining and building strong customer relationships. Accomplishments:• #1 Collector my first month on the floor. • Presented with over 20 awards for outstanding performance: Collector of the Year; Excellence Award; Team of the Month; Top Performer; and Performer of the Month.

Fort Collins, Colorado Area

• Demonstrated exemplary leadership talents in training, coaching and supervising approximately 100 call center Customer Service Representatives.• Averted significant monetary loss by recognizing product fulfillment issue for client. • Assisted L&D with product training programs for new hires. • Merged energy, enthusiasm and staff recognition approaches to motivate sales representatives to meet or exceed assigned sales and service targets.• Presented live… Show more • Demonstrated exemplary leadership talents in training, coaching and supervising approximately 100 call center Customer Service Representatives.• Averted significant monetary loss by recognizing product fulfillment issue for client. • Assisted L&D with product training programs for new hires. • Merged energy, enthusiasm and staff recognition approaches to motivate sales representatives to meet or exceed assigned sales and service targets.• Presented live product demonstrations at convention center events.• Collaborated with VP of Sales & Marketing, IT Client Integration Manager, and outside vendors in orchestrating breakthrough marketing initiative. • Presented with bonus for solving critical software issue for company’s #1 client. Show less

Las Vegas, Nevada Area

• Managed, trained, coached, and motivated a staff of 15 cage cashiers. • Ensured 100% compliance of Nevada’s Gaming regulations to prevent money laundering, and illegal activities. • Performed bookkeeping duties for casino revenue, and assisted casino departments with shift turnover. • Saved casino from significant monetary loss by recognizing and preventing internal and external fraudulent activity.• Assisted marketing and slots department with casino events… Show more • Managed, trained, coached, and motivated a staff of 15 cage cashiers. • Ensured 100% compliance of Nevada’s Gaming regulations to prevent money laundering, and illegal activities. • Performed bookkeeping duties for casino revenue, and assisted casino departments with shift turnover. • Saved casino from significant monetary loss by recognizing and preventing internal and external fraudulent activity.• Assisted marketing and slots department with casino events and promotions.• Redesigned monthly spreadsheets to expedite accounting time by 50%.• Resourcefully restructured daily staff operations to decrease worker stress levels and increase precision and productivity. Show less

Master Of Business Administration (M.B.A.), Management, 3.98

Bachelor'S Degree, Business Administration (Marketing), 3.7

Associate'S Degree, Business Administration, 3.2

Activities and Societies: Treasurer of the San Jac Art Society