Andrea Rojas
7730 N 12th St Apt 08,AZ
Summary
Dynamic banking professional with extensive experience at Bank of America, excelling in customer service and team leadership. Proven track record in managing high-net-worth portfolios and driving sales growth. Skilled in money handling and conflict resolution, fostering client loyalty through tailored financial solutions and exceptional service.
Overview
24
24
years of professional experience
Work History
Assistant Manager
Bank of America
01.2024 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
Senior Banker
Bank of America
01.2003 - 01.2024
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Exceeded sales goals in Area and Area on consistent basis.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
Customer Service Representative
Bank of America
01.2001 - 01.2003
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Delivered prompt service to prioritize customer needs.
Education
Diploma -
Carl Hayden High School
Phoenix, AZ05.1999
Skills
- Customer service
- Money handling
- Team leadership
- Decision-making
- Team motivation
- Staff training and development
Languages
Spanish
Elementary
Timeline
Assistant Manager
Bank of America
01.2024 - Current
Senior Banker
Bank of America
01.2003 - 01.2024
Customer Service Representative
Bank of America
01.2001 - 01.2003
Diploma -
Carl Hayden High School
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