Summary
Overview
Work History
Education
Skills
Timeline
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Charlita Elston

Snellville

Summary

Dynamic branch management professional with a proven track record of enhancing operational efficiency and driving sustainable growth. Recognized for adaptability to evolving business needs and a strong aptitude for effective problem-solving while fostering a collaborative team environment. Expertise includes strategic planning, exceptional customer service, and comprehensive financial oversight. A reliable leader dedicated to achieving results and empowering teams to reach their full potential.

Overview

13
13
years of professional experience

Work History

Branch Manager

Chase Bank
05.2020 - Current
  • Directed branch operations to achieve service excellence and enhance customer satisfaction.
  • Implemented strategic initiatives to improve operational efficiency and streamline workflows.
  • Led a team of staff in delivering exceptional financial services and solutions to clients.
  • Developed training programs to enhance employee performance and foster professional growth.
  • Analyzed performance metrics to identify areas for improvement and drive business results.
  • Oversaw compliance with regulatory requirements, ensuring adherence to banking policies and procedures.
  • Fostered relationships with local businesses to expand community engagement and increase branch visibility.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

Retail Support Specialist/Branch Manager

Georgia United Credit Union
01.2020 - Current
  • Increased new bank relationships within local community through execution of quarterly promotions.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Resolved escalated customer issues and boosted retention rates.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Assessed employee performance and developed improvement plans.
  • Recruited, interviewed, hired and trained employees.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.

Branch Manager

Wells Fargo Bank
10.2017 - 01.2020
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Engaged employees in business processes with positive motivational techniques.
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Maintained friendly and professional customer interactions.
  • Supportively directed team of 15, consistently improving performance and efficiency to maximize operational results.

Financial Crimes Specialist II

Wells Fargo Bank
10.2014 - 10.2017
  • Conducted interviews with suspects and filed reports of findings.
  • Identified assets of suspects in order to freeze and seize assets.
  • Recognized control failures in bank processes, procedures and customer decisions and categorized losses.
  • Conducted preliminary investigations to confirm violations that occurred and obtained relevant documents and testimony from involved parties.
  • Analyzed financial statements, bank records, and government databases to identify fraud and other instances of financial crimes.
  • Investigated cases of new account and ATM fraud.
  • Processed 50+ cases per day in various systems for review on multiple teams.

Service Manager

Wells Fargo Bank
12.2012 - 10.2014
  • Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
  • Updated existing customers on new products, updated services and changes in accounts to maintain good rapport and increase sales.
  • Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
  • Hired, trained, mentored and managed team of 8-10 of tellers and lead tellers.

Education

Bachelor of Science - Forensics

Florida Agricultural And Mechanical University
Tallahassee, FL

Skills

  • Service and Sales professional
  • Regulatory Compliance
  • Relationship building and management
  • Business Development
  • Staff Management and Team Building
  • Proficient in MS Office
  • Financial and Operational Reporting
  • Fraud claims handling and Fraud prevention mastery
  • Branch operations management
  • Customer service
  • Customer relationships
  • Excellent time management skills

Timeline

Branch Manager

Chase Bank
05.2020 - Current

Retail Support Specialist/Branch Manager

Georgia United Credit Union
01.2020 - Current

Branch Manager

Wells Fargo Bank
10.2017 - 01.2020

Financial Crimes Specialist II

Wells Fargo Bank
10.2014 - 10.2017

Service Manager

Wells Fargo Bank
12.2012 - 10.2014

Bachelor of Science - Forensics

Florida Agricultural And Mechanical University
Charlita Elston