Leads Northern California, inclusive of the high priority regions and surrounding areas of San Francisco, Sacramento, and Fresno in Organizational Financial Wellness for Corporate & Institutional Banking (C&IB). Laser focus on growth/business development, and obtaining market share through expansion efforts with Commercial, Corporate, and Middle Market Banking.

Proactively deepen Consumer and Small Business lending relationships by working with local market leaders in the Community Bank. Serve as the field subject matter expert in all credit and credit-related products and processes. Lead, develop, and support consumer and small business credit processes within a designated region to grow market share, manage branch and banker participation rates, product mix and customer experience. Leads loan performance efforts and consumer initiatives for Consumer and small Business Credit across all channels, support and product areas in the market.

Individual contributor responsible for planning and executing strategic new customer acquisition strategies by managing and growing a portfolio of Wells Fargo At Work companies. Creates successful relationships with Regional Leadership, Wholesale, Business Banking Group, Institutional Retirement and other key partners. Sources and approaches local and national employers who have relationships with Wells Fargo in an effort to gain access to theiremployee base to present the value doing business with Wells Fargo and create new primary customer relationships. Responsible for coaching/consulting activities and projects that contribute to meeting market retail household growth goals. Responsible for representing the WFAW program through approved communications and marketing materials; onsite presentations; financial education seminars; tabling events; etc. Maintains knowledge of Well Fargo products,services and delivery channels to present to prospective customers. Primarily responsible for WFAW acquisition activity, but may support military and college acquisition efforts if required by the region. May provide direction and guidance to Program Consultants in designated regions.

Individual contributor responsible for the planning and execution of new checking customer acquisition strategies as well as customer-calling efforts to set on site activities for our stores. Focuses on partnerships with Business Banking Group and Small Business customers to create onsite opportunities for stores and supports Wells Fargo At Work store based activities to include: coaching/consulting activities and projects directly supporting the achievement of assigned new retail household growth goals in an assigned market/region. Activities may extend to military andcollege/student opportunities depending on region needs. Consults with AP/DM/store managers and Regional Sales & Marketing on the execution of the Wells Fargo at Work program. Other responsibilities may include developing and executing appropriate WFAW communications and processes; delivering formal and informal WFAW training and coaching for store team members, and establishing on-site activities with companies and documenting the activity appropriately in company systems. Ensures adherence to compliance regulations and policies.

Experience developing strategic partnerships. Good leadership and motivational skills. Ability to manage priorities in a retail environment. Ability to analyze financial metrics. Proven experience leading a team to meet individual and team sales and customer satisfaction goals. Managed retail sales and service functions. Primary goal is to serve the customers' total financial service needs resulting in greater market share, wallet share and profitability. Accomplished by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments. Created, trained, and coached a successful sales team through the development of staff as a competitive advantage. Responsible for effective staff salary administration and rewards. Developed and administered budgets, business development goals and objectives, staffing models, schedules and performance standards. Guidelines: The store manager level is determined by valuing a number of key store measurements. S.A.F.E. certified in the Mortgage Licensing Act of 2008 and all related regulations.

Managed retail sales and service functions. Primary goal is to serve the customers' total financial service needs resulting in greater market share, wallet share and profitability. Accomplished by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments. Created, trained, and coached a successful sales team through the development of staff as a competitive advantage. Responsible for effective staff salary administration and rewards. Developed and administered budgets, business development goals and objectives, staffing models, schedules and performance standards. Guidelines: The store manager level is determined by valuing a number of key store measurements. S.A.F.E. certified in the Mortgage Licensing Act of 2008 and all related regulations.

As a member of the store management team in medium to large-sized store locations, responsible for contributing to the overall success of the branch through quality leadership, customer service, risk management and sales. Assisted the Store Manager in establishing sales and service goals. Created, trained, and coached a successful sales, service, and referral team. Responsible for directing staff to maximize resources and achieve service and sales goals. Trained team members in problem resolution. Responsible for ensuring compliance with audit and operational regulations and guidelines. Actively sold services to new and existing customers as needed. Assumed the duties of the Store Manager in his/her absence. S.A.F.E. certified in the Mortgage Licensing Act of 2008 and all related regulations.

Sold retail banking products and services to customers and prospects. Managed customer relationships, profiled customers to determine their needs, then cross-sold appropriate products and services and/or referring customers to appropriate partners. Provided a broad base of services, including deposit-based, credit, investment and fee-based products, with the goals of acquiring 100% of the customer's business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Proactively made outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen their customer experience and relationship. Handled cash transactions. Spent 30% of time completing service related tasks. S.A.F.E. certified in the Mortgage Licensing Act of 2008 and all related regulations.

Provided prompt quality customer service along with support to Bankers and store management. Performed wide range of services including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, notary, processing check orders), and problem resolution. Solicited new accounts and cross-sold products and services. Followed-up on Teller referrals and engaged in teller responsibilities. Spent 50% of time on sales and 50% of time on cash transactions. S.A.F.E. certified in the Mortgage Licensing Act of 2008 and all related regulations.

Under direct supervision, processed customer transactions within established guidelines. Identified and maked sales referrals, recommended alternate channels, cross-sold bank services and products for Wells Fargo partners, provided excellent customer service. Executed to operational duties that include safe deposit, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop.