Angelica Martinez
Houston
Summary
Dynamic leader with a proven track record at Bank of America, enhancing customer satisfaction and financial center performance through effective team collaboration and risk mitigation. Skilled in relationship building and leveraging Bank resources to ensure operational excellence. Motivated to deliver on Bank's purpose and develop high preforming team.
Overview
12
12
years of professional experience
Work History
Market Financial Center Manager
Bank of America
11.2022 - Current
- Enhanced customer satisfaction with exceptional service, relationship building, and personalized banking solutions.
- Improve financial center performance by implementing effective action plans and follow up.
- Collaboration with Market Leader and work on initiatives to improve and sustain market share within market.
- Drive operational excellence by minimizing risk to the Bank and protecting clients assets.
- Participate in community outreach events to strengthen brand presence locally while establishing meaningful connections and financial wellness within community.
Relationship Manager/Personal Banker
Bank of America
06.2015 - 11.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Collaborate with team and partners to meet financial center goals and objectives.
- Assist FCM in developing associates in product knowledge to enhance client satisfaction
- Identify business opportunities through proactively listening, follow up, and outreach behaviors
- Incorporate Bank resources and technology to create the best client experience.
Sales & Service Specialist
Bank of America
10.2012 - 06.2015
- Navigated from seller to teller where customer demand was required.
- Communicate with sellers and leaders to help implement sales and strategies to meet and exceed goals.
- Champion for marketing brochures, making sure financial center was in compliance for BCCR
- Assist TOS when needed in line leading and supervisor duties.
- Participate in outbound calling and make appointments to gain client commitment.
Education
San Jacinto College
Pasadena, TXSkills
- Willing to learn
- Effective Team Collaboration
- Customer service
- Problem-solving
- Reliability
- SMRT scheduling
Accomplishments
- Pinnacle Award Recipient
- HOLA Leader
- Top Performer
Timeline
Market Financial Center Manager
Bank of America
11.2022 - Current
Relationship Manager/Personal Banker
Bank of America
06.2015 - 11.2022
Sales & Service Specialist
Bank of America
10.2012 - 06.2015
San Jacinto College