Summary
Overview
Work History
Education
Skills
Affiliations
2021 Valiant Award Winner
Timeline
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Erin Bagdasarian

Rochester

Summary

Financial Center Manager with a proven track record at Bank of America, excelling in team development and client acquisition. Achieved top performance metrics while fostering exceptional customer service and implementing effective sales initiatives. Expert in risk management, driving operational excellence, and enhancing client retention through strategic relationship management.

Overview

14
14
years of professional experience

Work History

Financial Center Manager

Bank of America
07.2021 - Current
  • Built and lead high-performance team focused on achieving sales and service goals.
  • Implemented policies to improve efficiency and team performance.
  • Collaborated with business partners to deliver cohesive banking experience to customers and create a one stop shop environment.
  • Manage client traffic through effective engagement and appropriate routing
  • Fostering a exceptional client experience to increase client retention
  • Achieve 6 out of 6 on FC scorecard nearly every month for 2025.
  • Coach team to consistently achieve 6 out of 6 on their scorecards for 2025.

Assistant Financial Center Manager

Bank of America
12.2018 - 07.2021
  • Act as Financial Center Manager when they are out of office
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.

Senior Lending Officer

Bank of America
09.2017 - 12.2018
  • Identified opportunities to cross-sell and upsell Home Lending products to customers.
  • Monitored home loan pipeline to track status of loans.
  • Evaluate loan requests and documents to verify accuracy and completeness.
  • Developed and maintained relationships with clients and third parties.

Relationship Manager

Bank of America
03.2012 - 08.2017
  • Developed and cultivated relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicated with clients to understand financial needs, evaluate current product use and cross-sell new products.
  • Achieved and exceeded performance metrics assigned by bank
  • Maintained knowledge on banking products and operational changes to provide optimal service support.
  • Responded to customer inquiries and resolved complaints to build trust and increase satisfaction.

Education

No Degree - Marketing

Chestnut Hill College
Philadelphia, PA

Skills

  • Sales initiatives
  • People-oriented
  • Decision-making
  • Customer service
  • Client acquisition
  • Team development
  • Expert in risk management
  • Public speaking
  • Branch operations management
  • Business partnership management
  • Talent recruitment
  • Relationship management

Affiliations

  • UNY SNE Talent Council
  • Emerging Leader Program Co-Lead
  • Opportunity and Inclusion Council
  • LEAD for women CNY

2021 Valiant Award Winner

This award represents peak professional achievement and recognizes exceptional team members in a way that reflects the value they deliver for our clients and our company. The program recognizes teammates who have gone above and  beyond in delivering responsibly for our clients, our communities and each other.

Timeline

Financial Center Manager

Bank of America
07.2021 - Current

Assistant Financial Center Manager

Bank of America
12.2018 - 07.2021

Senior Lending Officer

Bank of America
09.2017 - 12.2018

Relationship Manager

Bank of America
03.2012 - 08.2017

No Degree - Marketing

Chestnut Hill College