Jennifer Montes De Oca
Fremont,CA
Summary
Accomplished Financial Center Manager at Bank of America, adept in operations management and team building leadership. Streamlined processes for enhanced efficiency and compliance, significantly improving team performance and customer satisfaction. Excelled in integrating technology and fostering relationships, surpassing sales and service goals. Demonstrates exceptional quality control and risk management skills.
Overview
8
8
years of professional experience
Work History
Financial Center Manager
Bank Of America
02.2019 - Current
- Implemented policies to improve efficiency and team performance.
- Managed risk effectively through strict compliance with corporate policies, procedures, and regulatory requirements.
- Streamlined operations for increased efficiency through process optimization and workflow management.
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
Financial Center Operations Manager
Bank Of America
01.2018 - 01.2019
- Improved customer experience by addressing concerns promptly and implementing feedback-driven improvements.
- Elevated staff performance levels by conducting regular training sessions focused on skill development and product knowledge enhancement.
- Championed technology integration within the branch, leveraging digital tools to enhance productivity and improve customer experiences.
Relationship Manager
Bank Of America
02.2016 - 12.2017
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
Education
High School Diploma -
Mt. Pleasant High School
San Jose, CA05.2012
Skills
- Operations Management
- Partnership Development
- Critical Thinking
- Financial analysis and reporting
- Cash handling expertise
- Quality controls
Languages
Spanish
Native or Bilingual
Timeline
Financial Center Manager
Bank Of America
02.2019 - Current
Financial Center Operations Manager
Bank Of America
01.2018 - 01.2019
Relationship Manager
Bank Of America
02.2016 - 12.2017
High School Diploma -
Mt. Pleasant High School
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