Bena Masters
Financial Center Manager
Sicklerville,USA
Summary
Financial management professional with strong leadership capabilities and focus on achieving results. Proven track record in optimizing financial operations, driving customer satisfaction, and ensuring compliance with regulatory standards. Expertise in team collaboration, strategic planning, and adapting to evolving business needs. Known for effective problem-solving, communication, and ability to inspire and guide teams toward common goals.
Overview
5
5
years of professional experience
Work History
Financial Center Manager
Bank of America
02.2024 - Current
- Led team to achieve operational excellence through process improvement and strategic planning.
- Monitored key performance indicators to identify areas of improvement and implement corrective actions accordingly.
- Develop and execute action plans with measurable goals resulting in consistent team performance improvement and achieving monthly branch goals.
- Analyze customer feedback to implement service enhancements client satisfaction.
- Fostered a positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
- Foster collaboration among departments to drive cross-functional initiatives and enhance productivity.
- Managed risk effectively through strict compliance with corporate policies, procedures, and regulatory requirements.
Financial Center Manager
Bank of America
04.2023 - 02.2024
- Analyzed and Interpreted performance reports to identify trends, areas of opportunity and implement solutions to improve results.
- Mentored junior staff, providing guidance on best practices in customer engagement and sales strategies.
- Implemented fraud prevention measures by regularly reviewing transaction activities for suspicious patterns.
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
- Increased client retention rates by delivering tailored financial advice and addressing individual needs promptly.
- Fostered a positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
Financial Center Assistant Manager
Bank of America
01.2022 - 01.2023
- Fostered a culture of continuous improvement, encouraging feedback and collaboration among team members.
- Coached and developed associates to provide excellent client care, minimize risk, and drive responsible growth within our risk framework resulting in continuous growth within the market.
- Developed and implemented behavioral strategies, which led to financial center reaching and exceeding 100% of balance growth for the 1st time in 36 months.
- Partnered with financial manager to coach and develop associates to provide excellent client care, minimize risk, and drive responsible growth resulting in branch optimality and growth within the market.
Relationship Manager and Lending Specialist
Bank of America
01.2020 - 01.2022
- Developed tailored financial solutions to meet diverse client needs and goals.
- Listened attentively to the client’s concerns and swiftly resolved issues by taking appropriate action.
- Prioritized and organized tasks to efficiently accomplish goals.
- Effectively work with partners to provide optimal financial solutions, foster loyalty, and create retention.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Education
Master of Science - Business Administration and Management
Lindenwood University
Saint Charles, MO06.2020
BBA - Production And Operations Management, Minor in International Business
University of Technology Jamaica
07.2009
Skills
- Risk management
- Verbal and written Communication
- Team Building and Collaboration
- Sales Management
- Process Improvement
- Time management
- Team coaching and development
- Operations management
- Quality controls
- Problem-solving
- Conflict resolution
- Multitasking
Accomplishments
- Achieving financial center circle of excellence Q1 2025, Q1 2024, Q3 and Q4 2023
- Maintaining top 3 in in client care in philadelphia market year to date
- Recognized as employee of the quarter for four consecutive quarter (2015)
- Recognized as employee of the year for outstanding performance and team contributions (2016)
- Promoted to Officer of the bank due to outstanding performance (2016)
Timeline
Financial Center Manager
Bank of America
02.2024 - Current
Financial Center Manager
Bank of America
04.2023 - 02.2024
Financial Center Assistant Manager
Bank of America
01.2022 - 01.2023
Relationship Manager and Lending Specialist
Bank of America
01.2020 - 01.2022
BBA - Production And Operations Management, Minor in International Business
University of Technology Jamaica
Master of Science - Business Administration and Management
Lindenwood University
Similar Profiles
ARVIND GOHELARVIND GOHEL
Team Developer at Bank of AmericaTeam Developer at Bank of America
Luisa LopezLuisa Lopez
Senior Vice President, National Sites Executive Small Business Payments at BANK OF AMERICASenior Vice President, National Sites Executive Small Business Payments at BANK OF AMERICA
Erica DagesseErica Dagesse
Operations Specialist, Medallion Support at Bank of AmericaOperations Specialist, Medallion Support at Bank of America
Gurbir SinghGurbir Singh
Sr Business Analyst /Scrum Master at Bank of AmericaSr Business Analyst /Scrum Master at Bank of America
Daniel CoteDaniel Cote
Role Player at Military SubcontractingRole Player at Military Subcontracting