Art Polanco
Chino Hills,CA
Summary
Accomplished associate in multiple roles at Bank of America, adept at building relationships and problem-solving. Streamlined client processes, boosting satisfaction and retention. Enhanced team performance and compliance through strategic leadership and attention to detail. Proven multitasking abilities, achieving significant operational improvements.
Overview
8
8
years of professional experience
Work History
Life Insurance Agent
Frontline Financial Group
Rancho Cucamonga, CA
06.2024 - Current
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
- Implemented customer relationship management system to track client interactions and identify follow-up opportunities.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Assistant Bank Manager
Bank of America
Anaheim, CA
11.2022 - 06.2024
- Managed daily branch activities for optimal performance, ensuring compliance with banking regulations.
- Conducted regular audits to ensure adherence to internal policies and regulatory requirements, maintaining operational excellence.
- Collaborated with bank manager and on scheduling, hiring decisions and monthly audits.
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
- Observed, coached and developed bankers in support of reaching performance objectives.
- Reduced teller errors by implementing comprehensive cash handling training sessions.
- Developed strategic plans for day-to-day financial operations.
Relationship Banker
Bank of America
Anaheim, CA
06.2021 - 11.2022
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
Collections Agent
Bank of America
Brea, CA
06.2019 - 05.2021
- Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
- Managed past due collection calls, skip tracing, outside collections agency coordination and litigation activities.
- Trained new collections representatives on collections processes and incentivized team members to achieve production goals.
- Reduced delinquency rates by implementing effective skip tracing techniques to locate hard-to-find debtors.
- Processed payments and applied to customer balances.
- Maintained high volume of calls and met demands of busy and productive group.
Teller
Bank of America
Yorba Linda, CA
09.2016 - 06.2019
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Managed risk effectively by monitoring teller activities, ensuring compliance with banking regulations and policies.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
Mt. San Antonio College
Walnut, CA06.2019
Skills
- Building relationships
- Client service
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Excellent communication
Timeline
Life Insurance Agent
Frontline Financial Group
06.2024 - Current
Assistant Bank Manager
Bank of America
11.2022 - 06.2024
Relationship Banker
Bank of America
06.2021 - 11.2022
Collections Agent
Bank of America
06.2019 - 05.2021
Teller
Bank of America
09.2016 - 06.2019
Mt. San Antonio College