DANIELA PALAFOX
Cypress,TX
Summary
Dynamic banking professional with over 13 years of experience in banking center operations and consumer banking roles. Proven track record of driving operational excellence, delivering superior customer service, and consistently exceeding organizational goals. Client-focused strategist with extensive experience managing the complex financial needs of a high-net-worth clientele.
Recognized for a collaborative leadership style and an unwavering commitment to excellence.
Overview
1
1
Language
13
13
years of professional experience
Work History
Financial Center Manager
Bank of America
Houston, TX
11.2022 - Current
- Led team to achieve operational excellence through streamlined processes and enhanced customer experience.
- Developed and implemented strategic plans to drive financial center performance and profitability.
- Mentored staff to improve sales skills, leading to increased client engagement and satisfaction.
- Analyzed financial data to identify trends, informing decision-making for resource allocation and staffing needs.
Financial Center Assistant Manager
Bank of America
03.2020 - 11.2022
- Overseeing daily operations ensuring team and Financial Center are in compliance.
- Working together with team for the development of a strong plan to better achieve clients financial goals.
- Led daily operations to enhance team productivity and service quality.
- Developed training programs to improve staff performance and customer engagement.
- Coordinated scheduling and resource allocation for streamlined workflow efficiency.
- Analyzed operational metrics to identify process improvements and drive strategic initiatives.
Relationship Manager/Lead Bank Teller
Bank of America
11.2013 - 03.2020
- Developed and cultivated business relationships with affluent client base.
- Recommended banking products and consumer credit solutions.
- Educated customers on the new credit card and account programs.
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Analyzed client needs and recommended tailored financial solutions, driving account growth.
- Collaborated with cross-functional teams to ensure seamless service delivery and compliance with regulations.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Education
No Degree -
Houston Community College
01.2007
High School Diploma - undefined
Lee High School
Houston, TX01.2006
Skills
- Team coaching
- Operations management
- Team development
- Document preparation
- Sales initiatives
- Operations oversight
- Schedule coordination
- Partnership development
- Teamwork and collaboration
- Problem-solving
- Multitasking Abilities
- Reliability
Languages
Spanish
Native or Bilingual
Timeline
Financial Center Manager
Bank of America
11.2022 - Current
Financial Center Assistant Manager
Bank of America
03.2020 - 11.2022
Relationship Manager/Lead Bank Teller
Bank of America
11.2013 - 03.2020
High School Diploma - undefined
Lee High School
No Degree -
Houston Community College