Experiences at Wachovia Bank

Balancing the customer service experience with internal job duties and never allowing customer service to drop below a superior level. The staff requires continued coaching and counseling to develop new or stronger skills to perform their duties more effiecently. In addition to service customers, I was required to complete obeservations on the staff daily to determine areas of success and areas of opportunity. Another part of my job was over-seeing the sales staff to foster their success, this included blocking time to make sales calls, complete required web based training, and service their existing clients as well as assist new clients entering the branch for new accounts and services. I acted as a bridge between the teller line staff and the sales staff to encourage a continuous team environment and positve outcome for daily sales and service results. I handled many legal matters that other staff members were not as experienced in and often reviewed the new accounts staff work for support as well as to verify accuracy. It was more of a mentoring rather than and means to train. I believe that setting the example speaks louder that demanding results from the employees, however, much encouragement and positive feedback helps to foster their personal success....

1.) The complete support given by upper management
2.) The training is amazing. It is thorough and long term and is ongoing in each job family.
3.) It has many opportunities for advancement and encourages success and gives direction depending where you want your career to go.

Working with a division of financial specialists that were in a very challenging market to meet their loan/deposit goals. This particular market was inundated with banks and had long term residents who were very content with the banking relationships they had forged over many years. To call on these types of customers was difficult as they were reluctant to speak with on "outside" bank. I coached and trained on how to approach this type of client and win them over. While this market still had challenges we did manage to meet our goals and grow deposits in this area....

Training in an aquisition market with brand new lenders in Wachovia's sales culture. The financial specialists in the branches have to multi task and have many goals in deposits, investments and loans along with outstanding customer service. There are great expectations for them to attain these goals and they are constantly being coached and trained by their sales leaders along with my leadership in loans and the sales culture. The Wachovia brand is new to Arizona and their is a lot of attention to creating an awareness of this bank. I am out in the branches every chance I have to help with not only the loan aspect but with gathering deposits in conjunction....

I managed the retail and small business credit pipeline and trained all the lenders in sales and loan structure. I conduct training in all aspects of lending on an ongoing basis and conduct phone/call nights from leads. I have weekly calls with each lender to look at the loans they have in process to make sure that they are complete and structured properly and help get them to the closing table. I am out in the field coaching and working with each lender to be more comfortable with the lending process. I have unlimited override authority in loan to value, debt to income and approval of loans that would normally be declined. My job is to help train and motivate on ways to gain more loans, how to go about it and the best ways and contacts to make the lenders more successful in growing their loan pipelines. As part of the credit team we are continually looking at risk factors, interest rates, policy and procedures. Must be adaptable in all financial climates and adjust accordingly yet remain competitive....

Excellent job/communication skills. Must be sales oriented yet keep risk in mind in order to make the very best decisions. Must be a forward thinker and very hands on with leadership and the staffs assigned to you. Must be very customer service oriented.

My exceptional oral and written communication skills, as well as my Sales ability and people skills made me a perfect match for the travel teller team at WACHOVIA Bank.

Kevin Thompson, Chet Flinders, Katheryn Morris, Josh Godfrey, Linda Moore, Heather Horak, Amy Mayeaux, Leeann Holmstrom, Alberto Maldonado

I was recruited after posting my resume on line.

Work smart and hard every day. Do your job to the best of your ability.