Claudia Colmorgan
New Bern
Summary
Banking professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Branch Manager
Wells Fargo
08.2009 - 11.2025
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Complied with regulatory guidelines and requirements.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Utilized data-driven insights to make informed decisions regarding staffing levels during peak seasons thereby maintaining smooth functioning of branch operations.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
- Pioneered adoption of mobile banking services, expanding customer access and convenience.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Fostered culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
Licensed Banker
Wells Fargo
07.1997 - 08.2009
- Developed strong client relationships through personalized banking services and regular follow-ups.
- Assisted customers with account maintenance and provided timely updates on account statuses.
- Evaluated clients' financial needs to recommend appropriate banking products and services.
- Ensured compliance with regulatory standards during client transactions and account activities.
- Educated clients on various financial products, promoting informed decision-making.
- Resolved customer inquiries and complaints promptly, enhancing overall customer satisfaction.
- Maintained accurate records of client interactions to streamline service delivery.
Education
No Degree - Business Administration And Management
Brookdale Community College
Lincroft, NJSkills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Attention to detail
- Excellent work ethic
- Coaching and mentoring
- Relationship building and management
- Employee development
- Decision-making
- Team player
- Goals and performance
Accomplishments
- Improved employee satisfaction to top tier payout and reduced turnover to 0%.
- Repeatedly received recognition from superiors for excellence in service.
- Supervised team of 12 staff members.
- Collaborated with team of 8 in the development of strategies to help licensed bankers achieve more referrals to the FA's. This project increased our areas overall increase in sales by 25%.
- Implemented new quality assurance procedures to maximize customer satisfaction and loyalty. My team achieved top tier payout quarterly.
Certification
- Licensed series 6 and 63
- AIB
Languages
English
Full Professional
Timeline
Branch Manager
Wells Fargo
08.2009 - 11.2025
Licensed Banker
Wells Fargo
07.1997 - 08.2009
No Degree - Business Administration And Management
Brookdale Community College