Erica Stockenbojer
San Antonio
Summary
Accomplished Senior Banker at Bank of America, adept in client relationship and portfolio management, and critical thinking skills. Proven track record in enhancing customer satisfaction and financial growth through innovative solutions and team collaboration. Excelled in leveraging digital initiatives to streamline processes, achieving significant productivity improvements. Dependable professional with dynamic communication. Skilled in both account management and multitasking, consistently prioritizing client success and operational excellence.
Overview
14
14
years of professional experience
Work History
Senior Banker
Bank Of America
11.2023 - Current
- Expand existing relationships and acquire new consumer and small business clients by consistently showing unmatched customer service, uncover and understand financial goals, and proactively recommending solutions for growth and success.
- Manage a diverse portfolio of low to high net worth individuals, address their needs and act as the primary point of contact in the financial center to maintain trust and loyalty, while providing exceptional client care.
- Leverage partners in the One Team model by collaborating directly with investments (Merrill), home lending, small business, merchant and payroll services.
- Champion and troubleshoot digital initiatives to help increase productivity and streamline processes both internally for the financial center, and externally for client facing products.
- Act as a peer mentor to foster growth among new-to-role and existing associates by sharing in depth product knowledge, effective behaviors, operations, compliance and risk management techniques.
- Played an active role in community events and initiatives on behalf of the bank, promoting our commitment to local engagement.
Relationship Banker
Bank Of America
10.2020 - 11.2023
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Client Services Representative
Bank Of America
05.2020 - 10.2020
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers and minimizing risk.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Store Manager
Hollister Co.
06.2010 - 03.2020
- Managed daily store operations including inventory control, cash control, and opening and closing procedures. Maximized sales by creating innovative visual merchandising displays and store layouts.
- Assisted with hiring, training and mentoring new staff members during their onboarding process.
- Coached associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Optimized labor scheduling according to store needs while adhering to budget constraints, maximizing productivity without compromising service quality.
- Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
Education
Bachelor of Arts - Psychology
The University of Texas At San Antonio
San Antonio, TX12.2015
Skills
- Client relationship and portfolio management
- Critical and creative thinking
- Team Collaboration
- Time management
- Flexibility and multitasking
- Account management
Languages
Spanish
Limited Working
Accomplishments
- Better money habits champion
- Employee engagement, spirit and inclusion champion
- Volunteer champion
- Peer mentor
- Bronze award for risk mitigation
Timeline
Senior Banker
Bank Of America
11.2023 - Current
Relationship Banker
Bank Of America
10.2020 - 11.2023
Client Services Representative
Bank Of America
05.2020 - 10.2020
Store Manager
Hollister Co.
06.2010 - 03.2020
Bachelor of Arts - Psychology
The University of Texas At San Antonio
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