JESSICA SANCHEZ
Bergenfield,NJ
Summary
Leader in consumer banking with strengths in coaching, performance management, and operational discipline. Uses scorecards and coaching insights to close gaps, improve client conversations, and strengthen risk controls while building a pipeline of future leaders and supporting business results.
Overview
20
20
years of professional experience
Work History
Vice President | Financial Center Manager
Bank of America
04.2015 - Current
- Lead daily financial center operations and guide team of up to 10 associates across sales performance, client service, operational excellence, and teammate development.
- Support life plan conversations by helping teammates identify client financial priorities and match clients with personalized financial solutions.
- Review performance metrics to spot gaps and build targeted action plans that improve sales, service, and operational priorities.
- Work with market leadership and business partners to carry out initiatives, improve client experience, and support consistent use of tools, processes, and expectations.
- Coach and develop associates through observations, performance discussions, action planning, and follow-up to strengthen sales behaviors and client engagement.
- Build and maintain strong talent pipeline by identifying, mentoring, and developing teammates for future growth opportunities.
- Maintain strong risk management discipline and meet internal, external audit, and compliance expectations.
- Selected achievements.
- Led financial center to rank among top 5 nationwide, showing strong strategic execution and team alignment.
- Developed and promoted multiple associates into advanced roles, supporting long-term talent readiness.
- Received two pinnacle awards for strong leadership and business performance.
Personal Banker
Bank of America
04.2009 - 04.2015
- Ranked as the top-performing Personal Banker in New Jersey by consistently meeting and exceeding sales, service, and client engagement goals.
- Developed deep client relationships through needs-based conversations and tailored banking solutions, enhancing client trust and loyalty.
- Connected clients with appropriate products, services, and specialists, aligning solutions with their financial goals to drive satisfaction.
- Resolved complex client financial concerns while improving satisfaction, retention, and relationship depth.
- Mentored new and junior Personal Bankers, facilitating onboarding and skill development to strengthen team capabilities.
Teller
Bank of America
11.2006 - 04.2009
- Processed high-volume financial transactions accurately and efficiently, ensuring customer satisfaction and trust.
- Resolved client inquiries and fostered strong relationships through professional, friendly service, enhancing customer loyalty.
- Identified referral opportunities, driving business growth through proactive client engagement and relationship management.
- Maintained full compliance with bank policies and regulatory standards, contributing to successful audit outcomes.
Education
Bachelor of Science - Finance
Instituto Peruano de Administración de Empresas
PeruSkills
- Client experience strategy
- Consumer sales leadership
- Business development
- Performance metrics analysis
- Performance data analysis
- Operational excellence
- Talent development strategies
- Coaching and performance management
- Team engagement and accountability
- Change management
- Channel partnership and collaboration
- Regulatory compliance
- Needs-based conversations
- Client financial wellness
- Influential presenter
Personal Information
Title: Vice President | Financial Center Manager | Banking Sales and Client Experience Leader
ADDITIONAL STRENGTHS
Bilingual: English and Spanish.
Timeline
Vice President | Financial Center Manager
Bank of America
04.2015 - Current
Personal Banker
Bank of America
04.2009 - 04.2015
Teller
Bank of America
11.2006 - 04.2009
Bachelor of Science - Finance
Instituto Peruano de Administración de Empresas