Kayla Moran
Evans
Summary
Seasoned Supervisor with history of effectively managing teams and overseeing operations. Skilled in identifying areas for improvement, implementing new processes, and fostering staff development. Strengths include problem-solving abilities, strong leadership skills, and communication capabilities. Previous roles demonstrate significant positive impacts on workflow efficiency and team productivity.
Overview
14
14
years of professional experience
Work History
Branch Manager
Wells Fargo
Greeley
11.2024 - Current
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Monitored financial performance of the branch on a monthly basis.
- Provided feedback on employee performance evaluations conducted by supervisors.
- Managed staff scheduling, hiring and training processes.
- Established strong working relationships with external partners such as vendors and suppliers.
- Performed regular audits of financial records in order to ensure accuracy.
- Assisted other branches when needed during peak periods or special projects.
- Managed and inspired team members to perform at their highest level.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Utilized various software and tools to streamline processes and optimize performance.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Associate Branch Manager
Wells Fargo
Fort Collins
03.2024 - Current
- Created monthly schedules for staff based on workload requirements.
- Identified trends in customer service issues and developed solutions accordingly.
- Managed branch operations, including staff supervision and customer service.
- Conducted performance reviews and provided feedback to staff.
- Ensured compliance with banking regulations, policies, and procedures.
- Coordinated branch audits, risk management processes, and security protocols.
- Served as a point of contact for customers regarding account inquiries or complaints.
- Provided guidance to team members on product knowledge and sales techniques.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Initiated corrective action when necessary regarding performance issues or policy violations.
- Traveled within district to oversee operations and provide support to employees while branch managers were out of office.
Branch Operations Associate Manager
Wells Fargo
Greeley
03.2021 - Current
- Scheduled staff to assign shifts, meet daily operational needs and achieve productivity goals.
- Coached employees to work together to carry out daily functions and meet service objectives.
- Motivated employee performance and satisfaction through fair evaluation, process review and mentoring.
- Led daily meetings with staff members to identify areas of focus, cover policy changes and facilitate positive communication.
- Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
- Assessed, optimized and elevated operations to target current and expected demands.
- Developed, implemented and updated departmental policies and procedures to meet business objectives and goals.
- Assessed sales reports, activity reports and financial statements to measure productivity and goal realization.
- Directed team members to provide exceptional service to guests and vendors, maintaining professional relationships of established business.
- Monitored new employees, evaluated training programs and reported progress to supervisors.
- Communicated clear action plans to optimize results and successfully execute operational activities.
- Assisted with interviewing and hiring of employee team members with appropriate skills.
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
Personal Banker 2/Business Advocate
Wells Fargo
Greeley
02.2016 - Current
- Met with clients to facilitate budget management and financial guidance.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Created strategic financial solutions to suit individualized client needs.
- Established connections with new clients through proactive follow-up strategies.
- Created agendas and communication materials for team meetings.
- Improved operations by working with team members and customers to find workable solutions.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
- Planned and coordinated risk mitigation strategies to protect company assets.
- Scheduled and confirmed appointments.
- Planned and prepared workflow schedules, delegating tasks for banker and teller teams.
Personal Banker 1
Wells Fargo
Greeley
10.2013 - Current
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Evaluated customer account information to assess current issues and determine potential solutions.
- Consulted with customers to determine best methods to resolve service and billing issues.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Documented conversations with customers to track requests, problems and solutions.
Teller
Wells Fargo
Greeley
05.2012 - Current
- Verified amounts and integrity of every check or funds transfer.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Examined checks for identification and endorsement.
- Trained employees on cash drawer operation.
- Supplied tellers with coin and currency as needed.
- Directed specific questions to appropriate branch personnel.
- Processed cash withdrawals.
- Recommended additional products, services and benefits for customers.
- Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
Operations Specialist
Independent Financial
Eaton
10.2020 - 03.2021
- Identified areas of concern uncovered during training sessions and suggested methods to reduce risk.
- Explained goals and expectations required during daily morning meetings.
- Held weekly coaching sessions with staff to track progress and goals.
- Completed monthly audits to review retention records.
- Reviewed daily/monthly reports.
- Updated team on policy and procedure changes.
- Scheduled staff according to forecast.
Education
High School Diploma -
Greeley West High School
Greeley, CO05.2011
Skills
- Customer satisfaction
- Problem resolution
- Planning and coordination
- Risk mitigation
- Training and mentoring
- Team leadership
- Adaptability
- Financial performance
- Strong computer literacy including Microsoft Office Suite
- Manage and evaluate databases
Notary Public
Commission Expires June 2026
Awards
- MVP of the year Wells Fargo 2025
Languages
Spanish
Full Professional
Timeline
Branch Manager
Wells Fargo
11.2024 - Current
Associate Branch Manager
Wells Fargo
03.2024 - Current
Branch Operations Associate Manager
Wells Fargo
03.2021 - Current
Operations Specialist
Independent Financial
10.2020 - 03.2021
Personal Banker 2/Business Advocate
Wells Fargo
02.2016 - Current
Personal Banker 1
Wells Fargo
10.2013 - Current
Teller
Wells Fargo
05.2012 - Current
High School Diploma -
Greeley West High School