Hilda Macias
Dallas,TX
Summary
Accomplished Financial Center Manager with a proven track record at Bank of America, NA, specializing in talent recruitment and portfolio management. Expert in driving operational excellence and enhancing client experiences, achieving notable client retention rates. Skilled in leveraging sales initiatives and cash flow management to surpass business goals.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Financial Center Manager
Bank of America, NA
Dallas, TX
06.2023 - Current
- Manage client traffic by engaging and appropriately routing clients, and fostering client retention
- Manage business results through formalized management routines and coaching
- Create a world-class experience environment
- Drive operational excellence by engaging employees on business strategy
Relationship Banker
Bank of America, NA
Dallas, TX
01.2021 - 05.2023
- Identified customer needs and referred appropriate products and services
- Processed transactions efficiently according to established procedures
- Engaged clients in the lobby to educate and assist using our digital capabilities
- Provided world-class customer experience
Treasury Fulfillment Advisor
Bank of America, NA
Dallas, TX
01.2020 - 12.2020
- Managed the implementation of treasury and cash management products and services for new and existing clients
- Worked with clients to create and agree on an implementation delivery timeline
- Clearly communicated the project status to clients
Financial Center Manager
Bank of America, NA
Dallas, TX
10.2017 - 12.2019
- Manage client traffic by engaging and appropriately routing clients, and fostering client retention
- Manage business results through formalized management routines and coaching
- Create a world-class experience environment
- Drive operational excellence by engaging employees on business strategy
Banker
Bank of America, NA
Dallas, TX
07.2004 - 09.2017
- Identified customer needs and referred appropriate products and services
- Assisted, educated and trained clients on conducting simple transactions through self-service options
Education
BBA - Management
The University of Texas At Arlington
Arlington, TX12-2007
Skills
- Portfolio management
- Talent recruitment
- Sales initiatives
- Cash flow management
- Document preparation
- Operations oversight
Certification
- Registered Public Notary
Accomplishments
Pinnacle Summit Award Recipient in 2019
Timeline
Financial Center Manager
Bank of America, NA
06.2023 - Current
Relationship Banker
Bank of America, NA
01.2021 - 05.2023
Treasury Fulfillment Advisor
Bank of America, NA
01.2020 - 12.2020
Financial Center Manager
Bank of America, NA
10.2017 - 12.2019
Banker
Bank of America, NA
07.2004 - 09.2017
BBA - Management
The University of Texas At Arlington
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