Responsible for developing, growing and retaining key major corporate relationships that support philanthropic giving to the University of South Florida.

I specialize in building and maintaining relationships with companies that have a large number of employees to introduce the Wells Fargo at Work Program to their staff. The Wells Fargo at Work Program is a wonderful resource filled with tools that educate customers around conveniences to help them become financially sound.

As a Program Manager, I work with local businesses and companies to provide financial health to their employees. I also coach team members to make connections within the community to provide tools and resources for Financial Education on behalf of Wells Fargo.

• Store Managers are responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. • Store Managers lead with ethics, integrity and embrace diversity and inclusion. They are viewed as an expert in the store and can effectively demonstrate all aspects of the Wells Fargo Customer Experience culture, including the Customer Experience Roadmap process. • Store Managers 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. • The Store Manager is able and willing to support the Service Manager and can observe, coach, and provide feedback to the service team. • Success includes hiring, coaching, training, and developing all store team members to achieve consistently high performance objectives. • Store Managers take a balanced approach by “minding the stores’” 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, performance expectations, and operational integrity. • The Store Manager serves as a model for the Wells Fargo Customer Experience culture with a focus on ethics, integrity, and embracing diversity. • This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.• Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

• The Service Manager (LO) 1 assists the Store Manager and/or the Service Manager (LO) 2 in positioning the store team for success. • Responsibilities may include assisting with hiring, training, coaching and developing a highly engaged service team. He/she must be able and willing to fill in for the Store Manager (or Service Manager LO 2) role when necessary. • The Service Manager (LO) 1 should be effective at observing, coaching, and providing feedback to ensure consistent service team performance and excellent customer satisfaction. • In addition, he/she must demonstrate excellence at managing complex customer concerns and transactions. The Service Manager (LO) 1 consistently ensures compliance with all operational regulations, sales & service processes, policies and procedures, and completion of compliance requirements. • The Service Manager (LO) 1 is a working manager where greater than 50% of his\​her primary duties are spent in non-management responsibilities. • These duties include teller and lead teller functions, individual cash handling, assisting with effective scheduling, managing the Teller line, lobby management, and delegating essential tasks to ensure operational integrity while creating a positive customer experience.• The Service Manager (LO) 1 serves as a model for the Wells Fargo Customer Experience culture while embracing diversity and maintaining ethics and integrity.

Help customers by asking financial priorities and providing financial education.

Helping customers by uncovering financial priorities and providing financial education.