Results-oriented, self motivated and highly driven professional with learning and growing mindset. Focused on execution and operational excellence with strong communication skills and ability to collaborate across multifunctional levels
Overview
12
12
years of professional experience
Work History
Business Relationship Manager / Business Banker
Wells Fargo Bank, N.A.
San Francisco
01.2020 - Current
Managed moderately complex portfolio, deepened client relationships, and facilitated growth
Collaborated with partners to tailor solutions that aligned with clients' growth strategies
Sources and onboards new clients through community outreach and referrals
Proactively managed risk exposure while spearheading operational excellence initiatives
Business Relationship Support Specialist
Wells Fargo Bank, N.A.
San Francisco
04.2018 - 01.2020
Processed client requests accurately to support Business Relationship Managers
Collaborated with management and partners to enhance risk management initiatives
Resolved complex client issues through informed decision-making and collaboration with managers
Ensured adherence to compliance requirements through expert understanding of policies
Assistant Branch Manager
Wells Fargo Bank, N.A.
San Francisco
03.2017 - 04.2018
Facilitated daily operations to enhance sales performance, manage risk effectively, and improve overall branch performance
Coached and developed high-performing teams, leading initiatives that increased customer satisfaction
Mentored staff in talent development and actively participated in interview processes to select strong candidates
Resolves customer issues through collaboration with management and team members
Personal Banker
Wells Fargo Bank, N.A.
San Francisco
02.2014 - 03.2017
Enhanced customer experience by thoroughly understanding financial goals
Developed expertise in bank products and services through continuous learning
Referred customers to partners and specialized bankers to strengthen relationships