J. Brian McDougald
Henrico
Summary
Seasoned leader with several years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo Bank
Midlothian
03.2025 - Current
- Regularly partners with branch based Financial Advisors to discuss existing and potential clients financial needs.
- Proactively make outbound calls to existing clients to schedule quarterly appointments, remind of upcoming appointments and celebrate milestones.
- Manage a book of business that contains over 250 clients.
- Maintains client files in adherence to banks policies and procedures.
- Proficient in using the bank's Customer Relationship System to manage relationships.
- Responsible for onboarding new client relationships in a timely manner.
- Delivers exceptional customer service to clients.
Regional Banking Manager
Wells Fargo Bank
North Chesterfield
07.2014 - 03.2025
- Achieved Customer Service excellence award for branch six quarters in a row.
- Increased customer base by acquiring new clients and identifying needs to deliver targeted products.
- Established branch goals and supported strategic objectives from the national branch network.
- Facilitated monthly meetings with internal business partners to align on branch and partner needs.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Guided employees on risk management by reviewing bank policy and procedures prior to decision-making.
- Delegated tasks to employees and verified work for accuracy and timeliness.
- Mentored employees focused on career development, which resulted in multiple promotions.
- Passed each yearly internal branch audit.
Branch Operations Manager
Wells Fargo Bank
Richmond
06.2013 - 07.2014
- Managed daily branch operations ensuring compliance with bank policies.
- Ensured compliance with company, state, and federal protocols to mitigate regulatory risks.
- Supervised staff training programs to enhance customer service skills.
- Coordinated branch schedules to optimize workforce efficiency and coverage.
- Managed branch files to meet internal recordkeeping and compliance standards.
Education
BA - History
Hampden-Sydney College
Farmville, VirginiaSkills
- Client onboarding
- Cross-selling and partner referrals
- Risk management
- Compliance management
- CRM software usage
- Team mentoring
- Performance evaluation
- Relationship management
Certification
- SIE
- Series 6
- Series 63
- Series 65
- Virginia Life and Health licenses
Timeline
Senior Premier Banker
Wells Fargo Bank
03.2025 - Current
Regional Banking Manager
Wells Fargo Bank
07.2014 - 03.2025
Branch Operations Manager
Wells Fargo Bank
06.2013 - 07.2014
BA - History
Hampden-Sydney College