Ivan Capistran Email & Phone Number

Hoschton, Ga, Us

Georgia

Heating and air technician

12830 St-9 N, Alpharetta Ga 30004

Cumming, Georgia

• Manage a Team of 2 bankers 1 Premier Banker and 5 tellers to a high level of goals • Coach and Teach both tellers and bankers better ways to help customer to succeed financially • Analyze trends and traffic flow make strategies to readjust bankers and teller to reach goals. • Analyze Gallop shops from the month before to come up with a Service Strategies for the next month.• Create Schedule for the bankers and tellers, approve PTO and deliver Corrective actions.

Chatsworth, Georgia

W Walnut Ave Dalton Ga

Building and managing lifelong customer relationshipsUnderstanding customers’ financial needs and showing them how to get the greatest possible value from our products and servicesAnalyzing current customer relationships and proactively contacting customers with recommendations to help them achieve financial successDeveloping and maintaining relationships with Wells Fargo partners to maximize sales opportunities

Dalton, Ga

• Manage a Team of 2 Bankers and 7 tellers with 2 remote Drive thru • Conduct Daily Morning Team huddles and Monthly Team Meetings. • Coach tellers and bankers • Review Load Docs before being Submitted • Complete weekly Schedules • Make Periodic Customer “offsite “ calls for new business • Assist with the overall profitability by directing sales and business development. • Meet Operational objectives and ensure the branch achieves its annual goal.

Ringgold,Ga

Building and managing lifelong customer relationshipsUnderstanding customers’ financial needs and showing them how to get the greatest possible value from our products and servicesAnalyzing current customer relationships and proactively contacting customers with recommendations to help them achieve financial successDeveloping and maintaining relationships with Wells Fargo partners to maximize sales opportunities

Identify customers, validate and cash checks Perform services for customers such as ordering bank cards and checks Collecting on Past Due Loans by calling or visiting customers Answer inquiries regarding checking and savings accounts and other bank related products Balance currency, cash and checks in cash drawer at end of each shift

Beaumont/Port Arthur, Texas Area

• Build customer confidence of customers by making the store experience interactive, engaging and reassuring• Maximize customer experience by "solving the whole problem" (as opposed to pushing products).• Maintain the visual appeal of my store• Make the most effective use of store displays and interactive devices for each of my customers.• Help with hiring or new associates and training on products and day to day operations.

Proactively initiate, develop and manage long-term, profitable relationshipsManage existing client relationships to identify future needsGain an understanding of each client in order to identify additional financial needs and refer to appropriate financial partnersDeliver superior quality service in person and by phone such that client needs are positively met on a consistent basis

Pyschology

Activities and Societies: Alpha Tau Omega

Education record