Dylan Herrera Ibarra
Bank of America
Miami,Florida
4
years of professional experience
Accomplished banking leader with four years of experience advancing from Digital Ambassador to Financial Center Assistant Manager. Expertise in branch operations, team coaching, and client relationship management. Recognized with Circle of Excellence for four consecutive quarters and selected for leadership development initiatives. Bilingual in English and Spanish.
Work History
Financial Center Assistant Manager
2 Years 7 Months- Lead daily operations of a high-performing financial center while ensuring operational excellence, regulatory compliance, and exceptional client experiences.
- Partner with the Financial Center Manager to execute business strategies, improve client satisfaction, and strengthen employee engagement.
- Supervise, coach, and develop a team of 9 associates, fostering a culture of accountability, collaboration, and client-focused service.
- Stepped in as acting Financial Center Manager during absences, maintaining full operational and staff accountability.
- Promote digital banking adoption and financial wellness by delivering personalized client education, leveraging technology solutions to improve client experience and operational efficiency.
- Drive client relationship growth by identifying financial needs and recommending personalized banking solutions.
- Resolve complex client concerns while maintaining the highest standards of service and risk management.
Relationship Banker
1 Year 4 Months- Supported Assistant Manager in overseeing day-to-day operations, ensuring productive business workflow.
- Led team in absence of Assistant Manager, maintaining seamless bank operations and consistently exceeding client care standards.
- Managed transactions and provided exceptional customer service, proactively identifying opportunities to enhance client satisfaction.
- Highly enthusiastic and committed to enhancing clients' financial well-being, partnering with specialists to guide them in achieving their financial priorities with tailored solutions.
Digital Ambassador
2 Months- Managed 10 daily appointments and walk-ins, ensuring seamless client check-in and service.
- Advised 25 clients daily on digital solutions, enhancing their online banking and ATM experiences.
- Self-motivated, with a strong sense of personal responsibility.
Education
High school Diploma
Skills
Branch Operations
Compliance
Operational excellence
Client engagement
Team management
Employee Development
Leadership
English & Spanish
LEADERSHIP & RECOGNITION
Achieved PRT on Q1 and Q2, Accomplished Circle of Excellence during four consecutive Quarters, Leadership Upskilling Program Participant, Speaker for Bank of America Intern Sessions
Timeline
Financial Center Assistant Manager
Bank of America
01.2024 - CurrentRead More
Relationship Banker
Bank of America
08.2022 - 12.2023Read More
Digital Ambassador
Bank of America
06.2022 - 08.2022Read More
Apopka High School
High school Diploma
Read More