Jake Pearce
Maricopa
Summary
Accomplished Senior Business Banking Relationship Manager with a proven track record at Wells Fargo Bank, N.A., excelling in risk management and fostering teamwork. Demonstrated success in enhancing operational efficiencies and client retention through strategic financial planning and business development expertise. Achieved significant improvements in service delivery and portfolio management, ensuring compliance and risk mitigation.
Overview
12
12
years of professional experience
Work History
Senior Small Business Banking Relationship Manager
Wells Fargo Bank, N.A.
02.2020 - Current
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Reviewed cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Developed strategic plans for day-to-day financial operations.
- Built long lasting relationships with clients to retain and grow their businesses
Branch Manager 2
Wells Fargo Bank, N.A.
02.2017 - 02.2020
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Supported district leadership with special projects and additional job duties.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Branch Manager
Wells Fargo Bank, N.A.
06.2014 - 02.2017
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Complied with regulatory guidelines and requirements.
Service Manager 2
Wells Fargo Bank, N.A.
06.2013 - 06.2014
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Monitored service staff performance and provided feedback for improvement.
- Analyzed service reports to identify areas of improvement.
- Resolved customer complaints in professional and timely manner.
- Hired, trained and supervised team of service staff members to meet business goals.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
Education
Associate of Business Administration - Accounting
Central Arizona College
Coolidge, AZ05-2026
Skills
- Credit assessment
- Credit risk analysis
- Portfolio management
- Deal structuring
- Banking operations
- Service oriented
- Cash flow management
- Teamwork and collaboration
- Business acumen
- Business development expertise
- Risk mitigation
- Regulatory compliance
Timeline
Senior Small Business Banking Relationship Manager
Wells Fargo Bank, N.A.
02.2020 - Current
Branch Manager 2
Wells Fargo Bank, N.A.
02.2017 - 02.2020
Branch Manager
Wells Fargo Bank, N.A.
06.2014 - 02.2017
Service Manager 2
Wells Fargo Bank, N.A.
06.2013 - 06.2014
Associate of Business Administration - Accounting
Central Arizona College
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