Heather Pierson

ad3hji@r.postjobfree.com Phone: 813-***-****

Leadership Brand

I am a passionate, creative, articulate manager who brings a positive influence, focus and leadership. The influence is designed to motivate team members and create world class customer experience.

Qualifications

Business advocate: involved in community activities: such as chamber of commerce, united way and festivals

Wells at work champion while a Personal Banker and Customer Service Representative.

Strong communication and time management skills with a strong ability to generate business

A desire to take on new responsibilities with a “Can Do Attitude”

Background with charitable assistance programs within the community

Working with production to resolve questions when possible (with ability to fill in as needed)

Analyze detailed financial and credit data, matching customer needs with an appropriate loan program/products and level of risk

Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures

Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures

A practitioner involved with team oriented problem solving and decision making

Implementation visual directives while improving experience, moral maximizing sales opportunities which play a lead role to the overall success of sales division

Frontline Challenge Campaign Award (April 2012), 100% Customer Service Satisfaction awards (2011,2012 and 2013), Sales Excellence Award Q1 2013 from Michelle Bowen District Manager, Recognition of leadership & Personal accountability Award from Yen Hao Cheong (Southeast Atl. Rep), NE Florida Achievement Recognition Q3 2013- Leadership award for achieving goals while helping all of our customers succeed financially

Shared Success Award: Leadership and Personal Accountability: Meeting 7 out of 7 metrics two month in a row. In addition to an acceptable SOCR

Successful BCR and Branch Manager 2016, 2017 and 2018

District leader for the Community support campaign which contributed to the team member care fund

2017 Island Estate received Star Recognition event for outstanding service

Leading the Island Estate Team in Customer Experience, Networking, Volunteering and building relationships in the community with business partner’s

Relevant Experience

Wells Fargo Bank

Branch Manager

Dates: 08/01/2016- Current

A financial institution's leaders which has a high expectations of the company's branch managers. They expect branch managers to run locations as their own businesses. Branch managers are responsible for growing the location's customer base, elevating the perception of the brand in the community and growing the branch's customer base. For this reason, branch managers are expected to take a proactive approach to Community Networking with Volunteer chapter and in the community to bring new business in the door and to increase revenue

Personal Banker 2

Dates: 06/2015-08/01/2016

Generated revenues by marketing and selling deposit accounts, loans, leases, lines of credit and treasury services to our small business clients. Analyzed financial needs for clients and potential prospects, utilizing competitor's bank statements, phone interviews and banking history to close deals. Prepared customized sales proposals. Built and cultivated strong partnerships with internal partners throughout the different Wells Fargo business segments

Dates: August 2013- 06/2015

Service Manager 1 and 2

Principle objective is to perform a diverse functions related to systems processing and for as informational resource on all internal procedures. Service manager 2 creates operational integrity and financial excellence of the banking center while creating a customer-centric environment.

Manages the teller services function to ensure prompt and efficient transaction processing and generate sales through quality referrals. Establish sales referral and service goals. Creates trains and coaches an effective service and referrals with team members. Duties that I am responsible for are effectively staff administration and rewards in addition to scheduling staff efficiently to maximize resources and achieve service and sales goals. Ensure compliance with audit and operational regulations and guidelines. Mentoring and/or coaching experience in customer service/sales environment; proven experience Exceeding sales & customer service goals.

Dates: September 2012-May 2013

Customer Service and Sales Representative

Sells retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.

Volunteer chapter:

Teach Children to Save

Junior Achiever’s

Feeding Tampa Bay

Make a wish foundation

Angel Tree

Community support chapter:

Friendship International

International Agenda which contributes to sustainability

Woman’s Team Member Network

Chamber of Commerce community partner

2017 Community Support Campaign leader which contributed to The We Care Fund to assist Team member affected during Hurricanes

International Agenda which contributes to sustainability

Religious Community Services

Haven Horse Ranch

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