Christian Moreno
Silver Spring,MD
Summary
Experienced Financial Center Manager, well-versed in motivating and training employees to achieve financial targets. Decisive leader with excellent communication and planning skills. Prepared to bring 9 years of progressive experience to a new position with CitiBank.
Overview
9
9
years of professional experience
Work History
Financial Center Manager
Bank Of America
Silver Spring, United States
09.2018 - Current
- Built and lead high-performance team focused on achieving sales and service goals
- Implemented policies to improve efficiency and team performance
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations
- Developed strategic plans for day-to-day financial operations
- Supported Market Leader with special projects and additional job duties
Assistant Financial Center Manager
Bank Of America
Washington DC
01.2017 - 09.2018
- Maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports
Personal Banker
Bank Of America
Washington DC, United States
05.2015 - 12.2016
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted financial products by maintaining excellent service offering knowledge
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
Relationship Banker
Bank Of America
Washington DC, United States
02.2014 - 05.2015
- Worked with clients to address and respond to client and partnership management issues
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database
- Backed up teller team by handling needs of new and existing customers at main counter
- Presented new and additional products and services to existing customers
- Approached prospective clients through cold calling and emails to meet sales targets
Teller
Bank Of America
Silver Spring, MD
07.2013 - 02.2014
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Processed customer transactions promptly, minimizing wait times
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
- Identified sales opportunities and referred customers to branch partners in financial services
Education
High School Diploma -
Bell Senior High School
Washington DC05.2008
Skills
- Employee training oversight
- Operational efficiency
- Adaptable to changing conditions
- Ethical business conduct
- Risk mitigation strategies
- Teller auditing
- Customer loyalty
- Client rapport-building
Timeline
Financial Center Manager
Bank Of America
09.2018 - Current
Assistant Financial Center Manager
Bank Of America
01.2017 - 09.2018
Personal Banker
Bank Of America
05.2015 - 12.2016
Relationship Banker
Bank Of America
02.2014 - 05.2015
Teller
Bank Of America
07.2013 - 02.2014
High School Diploma -
Bell Senior High School
Similar Profiles
Ty'Qwasia MahoneTy'Qwasia Mahone
Senior Client Advocate at Sykes Enterprises, Incorporated / Chase Bank / Bank of AmericaSenior Client Advocate at Sykes Enterprises, Incorporated / Chase Bank / Bank of America
Martha CalzadaMartha Calzada
Client Service Representative III at Bank Of AmericaClient Service Representative III at Bank Of America
Talina HernandezTalina Hernandez
VP; Academy Manager at Bank of AmericaVP; Academy Manager at Bank of America