Megan Elsea
Davis,CA
Summary
Dedicated and energetic professional with 10+ years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Operations Manager
Elizabeth Dean Fiduciary Services
07.2021 - 01.2025
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Increased profit by streamlining operations.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Edited and proofread legal documents to verify accuracy.
- Prepared wide array of tax returns such as corporate, fiduciary, individual, and private foundation returns.
- Led team member meetings on a weekly basis with a goal of improving engagement and overall productivity
- Managed and maintained bank accounts with over $15mm in assets.
- Managed time using client software system to ethically charge clients appropriately
Personal Banker and Trust Specialist
Wells Fargo Bank
11.2014 - 07.2021
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Education
Bachelor of Science - Business
California State University East Bay
Hayward, CA05-2026
Associate of Science - Business
Woodland Community College
Woodland, CA05-2023
Associate of Science - Economics
Woodland Community College
Woodland, CA05-2023
Associate of Science - Social And Behavioral Sciences
Woodland Community College
Woodland, CA05-2023
Skills
- Project Management
- Critical Thinking
- Teamwork
- Time Management
- Team building/leadership
- Effective communication
- Customer relationship management
- Operational efficiency
Certification
- Licensed CA Notary Public exp. 08/2028
Timeline
Operations Manager
Elizabeth Dean Fiduciary Services
07.2021 - 01.2025
Personal Banker and Trust Specialist
Wells Fargo Bank
11.2014 - 07.2021
- Licensed CA Notary Public exp. 08/2028
Bachelor of Science - Business
California State University East Bay
Associate of Science - Business
Woodland Community College
Associate of Science - Economics
Woodland Community College
Associate of Science - Social And Behavioral Sciences
Woodland Community College
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