As the Branch Manager at JP Morgan Chase, I am manage the success of my team, the increase in growth of my business, and foster the relationships between my clientele and business. I have in-depth knowledge about products and services, model behavior, leadership skills, coaching skills geared towards success and motivation, and elevating my team towards their goals that align with the company. I lead my branch to achieve projected results. I support my team and partners along with their relationships/partnerships. I observe, coach, and provide feedback to my team consistently. I as well manage high profile clientele and foster their relationship with the company. I take a balanced approach by adhering to compliance requirements, retaining and developing all team members, consistently addressing team/individual performance issues, holding team members accountable for the delivery of exceptional customer service, performance expectations, and operational integrity. But most importantly, my daily goal and commitment is to make a difference in all my client’s financial lives that I interact with.

As the Store Manager I am responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. I have 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. I lead my store to achieve projected results. I support my Service Managers and observe, coach, and provide feedback to my team. I as well manage high profile clientele and foster their relationship with the company. I take a balanced approach by adhering to compliance requirements, effectively scheduling the store team, coaching and developing all team members, consistently addressing team/performance issues, holding team members accountable for the delivery of exceptional customer service, performance expectations, and operational integrity. Most importantly, we help every customer succeed financially.

Manages the teller services function to ensure prompt and efficient transaction processing and the generation of sales through quality referrals. Establishes sales referral and service goals. Creates, trains and coaches a successful service and referral team. Responsible for effective staff salary administration and rewards. Is responsible for scheduling staff efficiently to maximize resources and achieve service and sales goals. Ensure compliance with audit and operational regulations and guidelines.

As a personal banker, I devote most of my day to build long term relationships with my customers, in person and by phone. I deepen the understanding of my customers' financial needs and provide suggestions. While most of my job is performed in the store, I also reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community. I exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the company. I manage customer portfolios, service relationships and cross-sell all products and services. I provide broad base of financial and credit services with the goals of obtaining 100% of my customers' business. I also use profiling analysis tools to identity cross selling opportunities and make outbound sales calls typically by phone to increase product per customer ratio. I also have cashing handling experience. I have the ability to resolve difficult customer situations effectively with delivering friendly customer service and ensuring the highest level of customer satisfaction. I also pitch in and help other co-workers to enhance their ability to educate our customers. I am in compliance with the S.A.F.E. Mortgage Licensing Act of 2008. I am in compliance of Consumer Financial Protection Bureau loan originator qualification requirements. I also meet the requirements of applicable financial responsibility, character, credit fitnessand criminal background standards.

In-taking your financial priorities and providing you with a plan to achieve that. Helping my customers succeed financially.