Associate Service Personal Banker
Resume:
Stevenson Ranch, CA ***** 818-***-**** *********@*****.***
ELFRIDA KANZLER
To secure and maintain a rewarding position that promotes professional growth, utilizes the unique and varied skills I possess. Simply put, highly motivated individual with 15 years of financial experience looking for an opportunity to thrive in situations where there are opportunities to overcome new challenges.
PROFESSIONAL
SUMMARY
SKILLS ● Risk management
● Team management
● Strategic partnership
Strategic business
planning
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● Management consulting
● Problem solving skills
● Time management
Proficient in Microsoft,
Power Point, Excell
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REGIONAL BANKING MANAGER 01/2020 to Current
Wells Fargo Bank, N.A.
REGIONAL SERVICES CONSULTANT 09/2016 to 01/2020
Wells Fargo Bank N.A.
WORK HISTORY
Managing affluent branch including staff of Primer Banker, Relationship Banker, Small Business Specialist, Associate Personal Banker, Associate Service Manager and tellers.
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Lead, manage and develop team of direct and indirect reports with complex situations and risk in retail banking.
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Identified and recommended opportunities for individuals to efficiently improve processes and risk control development for all functions in retail banking.
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Made decisions and resolved issues regarding customer and team experience, risk and growth of retail banking team to meet regional banking business objectives.
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Identified partnership opportunities and established favorable business connections with Financial Advisors, Mortgage Consultants, Business Development Officers, Internal Investigations, etc.
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Increased/developed consistencies for banker teller activities which lead to increased growth, investments and lending.
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Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
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Successfully completed Branch Control Review (Internal Audit), successful mystery shops for period of 2021-2022 and increased employee engagement.
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Effectively managed and advised on complex risk issues related retail banking covering Santa Clarita district included 12 branches and when needed covered different areas of of the region.
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Provided approvals or possible declines for high limit transactions, wires and account openings (based on retail banking procedures).
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● Escalated incidents to next level to remain compliant with company's standards and SERVICE MANAGER 11/2010 to 09/2016
Wells Fargo Bank, N.A.
PERSONAL BANKER 11/2008 to 11/2010
Wells Fargo Bank N.A.
LEAD TELLER 11/2007 to 11/2008
Wells Fargo Bank N.A.
procedures for legal consultation.
Partnered with Regional District Managers to provide coaching and feedback to retail banking leadership and employees.
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Participated on short term projects for purposes of implemented processes and evaluated employees understanding of risk associated with their daily activities.
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Delivered strategic learning programs/processes for Consumer Banking Learning & Development .
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Functioned as trustee consultant between mid to Senior Level leadership, provide crucial feedback related to Consumer Banking processes for purposes of minimizing risk.
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Worked closely with Regional Banking Manager to support lending, building new relationships and new acquisitions.
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Participated on several projects related to teller activities, interactions with clients to provide service and guidance.
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Developed and promoted employees to their potential next level by providing them with mentorship and coaching.
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● Ensured teller transactions were completed accurately and effectively.
● Handled complex customer scenarios with quick and effective resolutions. Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
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● Promoted financial products by maintaining excellent service offering knowledge. Networked to increase client base and encourage existing clients to expand financial portfolios.
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Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
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● Expanded client base by promoting new financial products within options available. Helped support service and growth aspect of business by partnering up with various partners to support customer's needs.
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● Handled large volume of cash, foreign currency and merchants transactions.
● Replenished ATM funds in empty canisters prior to validation process.
● Created teller schedule to keep weekly and weekend shifts properly staffed.
● Identified potential needs through observation, questioning and listening.
● Investigated and promptly resolved issues with patron accounts.
● Mentored newly hired team members on appropriate responses to patron questions. University of Phoenix,, Pasadena, CA
Bachelor of Science, Business Management, 08/2007 Valley Community College, North Hollywood
Bachelor of Science, Business Management, 09/2003
EDUCATION
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