Stacy Calip
Marietta,GA
Summary
Team member with 15+ years (7 within the company) of experience in customer service, cash handling and risk management. Adept at building customer relations to create a professional environment with respect and rapport. Work well with others utilizing good communication skills, strong judgment and critical thinking skills.
Overview
7
7
years of professional experience
Work History
Branch Operations Associate Manager
Wells Fargo
04.2023 - Current
- Enhance team productivity by implementing efficient management strategies.
- Set and enforce performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
- Streamline processes for increased efficiency within the teller line.
- Mentor team members, contributing to their professional growth and skill development.
- Champion employee engagement initiatives, boosting morale and promoting a positive workplace culture.
- Keep records accurate, detailed and fully compliant with requirements to meet company, state, local, and federal policies.
Associate Personal Banker
Wells Fargo
07.2021 - 04.2023
- Supported teller team by applying risk management skills on assisted transactions and approving accordingly.
- Greeted customers and deliver information about new account processes, such as self-service channels, through lobby engagement.
- Leveraged products and services to suit customers' changing financial circumstances.
- Worked closely with management to strategize sales techniques to increase branch growth and customer service.
- Assisted management in preparing for BCR by educating peers on procedural and behavioral awareness through one-on-ones.
- Conducted morning huddles to deliver company updates, changes, and new business implementations to strategize their application.
Lead Teller
Wells Fargo
07.2019 - 07.2021
- Assisted with generating employee schedule on CloudCords.
- Delegated daily tasks such as exception processing, cash order and courier pickup, to maintain operational soundness.
- Mentored peers on operational duties and goals such as risk mitigation, conversation starters and banker introductions, to nourish individual managerial development.
- Worked collaboratively with leaders and peers to complete major tasks such as transition to Truncation and Safe Deposit Box Clean-Up Initiative.
- Monitored customer and employee behaviors and uphold strict protocols to prevent theft of assets.
Teller
Wells Fargo
03.2017 - 07.2019
- Maintained teller drawer to perform bank transactions including deposits, withdrawals, loan payments and generating monetary instruments.
- Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Identified sales opportunities and refer customers to personal bankers for financial services.
- Facilitated weekly meetings regarding business implementation and process improvement.
- Bolstered understanding of banking products and services by volunteering to shadow senior tellers and personal bankers during assessments of customer needs.
Skills
- Bilingual Fluency in English and Filipino
- Willingness to Learn
- Ability to Teach and Mentor
- Operational Efficiency and Knowledge
- Risk Mitigation Strategies
Recognitions
- Recognized for displaying competency around leadership activities and team members' skills development.
- Appointed BCR champion for exhibiting broad procedural knowledge and BCR readiness with staggering results for King Road and Wildwood branches.
- Promoted to Lead Teller in recognition of exceptional customer service, operational competence and work ethic.
- Recognized for excellent customer service based on customer feedback.
Timeline
Branch Operations Associate Manager
Wells Fargo
04.2023 - Current
Associate Personal Banker
Wells Fargo
07.2021 - 04.2023
Lead Teller
Wells Fargo
07.2019 - 07.2021
Teller
Wells Fargo
03.2017 - 07.2019
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