Dynamic Relationship Banker at Bank of America, skilled in client management and small business referrals. Proven track record in enhancing client satisfaction and driving sales through effective service applications. Adept at building strong relationships, leveraging both analytical and interpersonal skills to achieve outstanding results.
Helping customers achieve their financial needs through new business and consumer accounts, loans and investments.
Process partner referrals through Small Business and Client Management Center.
Contribute to events aimed at boosting financial center expansion.
Process transactions on Sales and Service Application through ACT desktop.
Assistant clients through digital first Digital Assistant Shopping
Specialize in Family Banking for parents and minors
Specialize in Estate,OFAC, Representative Payee, Guardianship and Power of Attorney accounts.
Small Business Referral
Client Management Center
Sales and Service Application
Digital Assistant Shopping
Self Starter
Strong written and verbal communication
Met expectations performance for each quarter for 2024
Received global recognition for outstanding customer service by management
Met all 5 performance metrics for 1st quarter of 2025