Veronica Lucas

Veronica Lucas Email and Phone Number

Dynamic Strategic Business Partner and Transformational Leader with over 15 years of progressive experience. @ Wells Fargo
san francisco, california, united states
Veronica Lucas's Location
Locust Grove, Virginia, United States, United States
Veronica Lucas's Contact Details

Veronica Lucas work email

Veronica Lucas personal email

n/a
About Veronica Lucas

Our goal is to provide a comprehensive, comprehensive financial plan that is geared towards you to help meet your financial goals. We are proud to provide our clients with the finest products in the industry. To help us grow as a company we must also continue to educate ourselves on the latest in technology and personal finance strategies so we can better serve our clients well every day

Veronica Lucas's Current Company Details
Wells Fargo

Wells Fargo

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Dynamic Strategic Business Partner and Transformational Leader with over 15 years of progressive experience.
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Veronica Lucas Work Experience Details
  • Wells Fargo
    Regional Banking Manager
    Wells Fargo Feb 2022 - Present
  • Wells Fargo
    Branch Manager Ii
    Wells Fargo Feb 2017 - Apr 2022
    Locust Grove, Virginia, United States
    Regional Banking Manager - Regional Banking ManagerLead a diverse team of bankers, Service Manager and Tellers. Participated in Mentorship program (2015- Present) Talent Development and Performance Management. Develop and oversee annual 2.5M budgets. Met Q1, Q2 and Q3 budget. Forecast to meet 21YE budget. Create and Implement measurable matrix for employee engagement, diversity, equity & inclusion, and organization culture. On the Diversity counsel. Met and complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.Develop and implement a Talent Acquisition strategy which led to a 30% growth in the employee population within 12 months saving over $80,000 in annual recruiting expenses.Increased engagement scores YOY by 40% for 5 consecutive years by building engagement action, retention and training and development strategies for current and existing employee.
  • Wells Fargo
    Branch Manager I
    Wells Fargo Jan 2013 - Feb 2017
    Store Manager 1- Branch Manager  Increased branch sales by 50% 1st year and performed at 35% above sales expectations YOY. Won Sales and Service award 2015 - 2107 for top sales and performers. Increased team collaboration, performance and efficiency by fostering healthy environments focused on mutual success. Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.Directed team members, consistently improving performance and efficiency to maximize operational results.Ran expansion plans and present costs to forecast trends and recommend changes.Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings by 47%. Uncovered and resolved strategic and tactical issues impacting sales management and business operations.Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget of $100K
  • Wells Fargo
    Personal Banker
    Wells Fargo Jan 2012 - Jan 2013
    Culpeper, Virginia, United States
    Personal BankerCoached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings by 47%. Uncovered and resolved strategic and tactical issues impacting sales management and business operations.Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget of $100K. Assessed 100K clients & developed strategic financial planning solutions for over 100 customers annually. Established new accounts for 1M net worth individuals and serviced existing accounts to maximize revenue.Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Established rapport with new clients to increase satisfaction and loyalty. Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.Trained and supported 30 sales associates and cross-trained 20 tellers to improve customer satisfaction by over 70 percent.Worked closely with management to strategic sales techniques to increase branch production and customer service.
  • Wells Fargo
    Severice Manager
    Wells Fargo Sep 2010 - Jan 2012
    Culpeper, Virginia, United States
    Service Manager 2Scheduled staffing for the main branch. Created strategies to develop and expand sales of services to existing and new customers. Maintained friendly and professional customer interactions. Organized and removed online banking files no longer in use.Maintained confidentiality of bank records and client information. Managed high volumes of financial activity in a fast-paced, risk-based corporate environment.Identified and investigated variances. Met with customers to discuss service needs and develop effective and practical solutions.Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.Updated existing customers on new products, updated services and changes in accounts to maintain good rapport and increase sales 40%.Hired and trained new team members to improve efficiency of department and cultivate productive work atmosphere.Efficiently assisted service workers with problematic transactions to maintain customer satisfaction and quickly rectify issues.Managed team of 15 employees in service and sales processes to comply with risk management policies across company.
  • The Miller Law Firm, P.C.
    Legal Assistant
    The Miller Law Firm, P.C. Jan 2007 - Feb 2010
    Culpepper, Va
    Legal AssistantInvestigated facts and law of cases, using pertinent sources to determine causes of action and to prepare cases.Developed a working relationship with courts, clients, debtors and attorneys.· Contacted clients to schedule appointments and discuss the progress of cases. Filed all court documents on behalf of the attorneys. Managed accounts and records of clients with the highest levels of confidentiality and discretion. Worked as a team with attorneys, administrative assistants and fellow legal assistants. Managed day-to-day legal activities such as subpoena services for law office with 2 attorneys.Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes. Conferred with clients and other involved parties to gather and track case information.

Veronica Lucas Education Details

Frequently Asked Questions about Veronica Lucas

What company does Veronica Lucas work for?

Veronica Lucas works for Wells Fargo

What is Veronica Lucas's role at the current company?

Veronica Lucas's current role is Dynamic Strategic Business Partner and Transformational Leader with over 15 years of progressive experience..

What is Veronica Lucas's email address?

Veronica Lucas's email address is ve****@****rgo.com

What schools did Veronica Lucas attend?

Veronica Lucas attended Kaplan University, Kaplan University.

Who are Veronica Lucas's colleagues?

Veronica Lucas's colleagues are Joanna Collins, Tisa Lee, Sumathi Subramani, Swarna Dewage, Harold Guaca, Barry Johnson, Laweh Murray.

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