Experienced with Microsoft Outlook for email and schedule meetings with team members. Review daily report through Excel and provide morning huddle and training with team members. * Consistently ensure the branch is in compliance with all operational regulations, sales and services processes, policies and procedures and completion of compliance requirements * Use myself as a role model and manage through influence. Have a strong passion in training and providing guidance to all team members. Always willing to assist other stores when needed especially regarding audit and compliance. * Establish sales referral and service goals. Create, train and coach a successful service and referral team. * Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve sales standards. * Use profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. * "2012 The Avenue District Service Manager MVP" voted by the Avenue store managers and service managers. Experienced with Microsoft Office Experienced with directing work and monitoring performance of others

Highlights:

• Scheduling
• Accounts Payable
• Audit
• Bankruptcy
• Budget Forecast
• Budgeting
• Certified Financial Planner
• Compliance
• EDI
• administrative
• Microsoft Office