Shares a leadership role with Relationship Managers in managing a moderate-large portfolio of corporate banking accounts. Be the main point of contact for customers operational questions, issues or problems. Conduct customer courtesy calls, both by phone and in-person, for the purposes of relationship building and identifying cross-sell opportunities. Gather deposit and treasury management documentation from customers in a customer-focused manner. Serve as a key partner with treasury management in managing the customer experience during treasury management implementations and beyond for all net new customers and new product sales. Partner with the customer service manager to resolve issues and provide status updates on implementations. Help with customer onboarding, due diligence as well as any other associated risk management matters where required.

Responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. Lead with ethics, integrity and embrace diversity and inclusion. Possess in-depth knowledge about products and systems, model behavior, coach the team to success, and use initiative and good judgment to manage the store’s budget and lead the store to achieve projected results. Have a balanced approach to: Following all compliance requirements, effectively scheduling the store team, coaching and developing all team members, consistently addressing team/performance issues, and holding team members accountable for the delivery of exceptional customer service, sales expectations, and operational integrity. Hires, coaches, trains, and develops all store team members to achieve consistently high performance objectives.

Manage and coach a team of six to successful sales and customer service goals. Create monthly motivation plans to drive sales and service results. Manage operations and controls to ensure operating within regulatory compliance. Use profiling analysis tools to identify opportunities to cross-sell to ensure customers have the best product or service.

Managed customer portfolios and serviced relationships while delivering exceptional customer service. Provided a wide range of financial and credit services, cross-selling all products and services, gaining more loyal customers. Developed and maintained partnerships with Wells Fargo partners to maximize sales opportunities and cross-sell.

Built relationships through strong probing, listening and problem solving skills with customers and offered financial products that met their needs. Initiated ongoing contact with customers for servicing and future financial needs, which led to long term business relationships. Interviewed prospective clients to uncover their short and long term financial goals to tailor a plan of action for each.