Jose Morales
Hickory,NC
Summary
Professional Financial Center Manager with over 13 years of experience in sales, customer service, and payroll control. Experienced in recruitment, sourcing, and onboarding of candidates. Dedicated to employee development and highly driven on results. Familiar with tracking metrics, generating report, and P&L control.
Overview
8
8
years of professional experience
Work History
Financial Center Manager
Bank Of America
05.2021 - Current
- Lead a team of associates responsible for assisting consumers and business clients with their needs and goals and connect them to our Bank of America solutions.
- Managed risk effectively through strict compliance with corporate policies, procedures, and regulatory requirements.
- Implemented fraud prevention measures by regularly reviewing transaction activities for suspicious patterns.
- Conducted regular performance reviews for team members to assess progress against objectives while offering constructive feedback on areas requiring improvement.
- Increased client retention rates by delivering tailored financial advice and addressing individual needs promptly.
- Enhanced customer satisfaction with exceptional service, relationship building, and personalized banking solutions.
- Designated Training Financial Center Manager & Training Center.
- Increased associate retention, recruiting, and promotion.
- 2022 Region Executive Sounding Board
- 2023 FCM Council
- 2024 FCM Executive Council
Integrated Solutions Consultant Level 1A Manager
AT&T
10.2019 - 04.2021
- Mentored junior consultants on best practices in managing client relationships, problem-solving techniques, and industry-specific knowledge.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Chosen as a mentor to help team members in mastering sales techniques to consistency exceed objectives.
- Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals.
- Nominated and chosen for AT&T Manager Development Program.
Retail Sales Manager Level 2
AT&T
08.2016 - 10.2019
- Oversee all aspects involved in the daily operation of a retail store
- From merchandising and product launches to meeting and exceeding sales objectives
- Trained new employees with product training, ensuring that they keep up with the highest standard of product knowledge and customer service
- Ensured the timely and successful delivery of our solutions according to customer needs and objectives
- Selected Q4 MVP Retail Sales Manager.
Education
Bachelor of Science - Business Administration
Keiser University
Fort Lauderdale, FLBachelor of Science - Cyber Security And Information Assurance
Western Governors University
Salt Lake City, UTSkills
- Spanish Bilingual
- Proficient with Microsoft Office Suite
- Goal Oriented
- Critical Thinking
- Staff Training and Development
- Effective Communication
- Leadership
- Adaptability
- Time Management
Leadership Experience
- AT&T Manager Development Program- MDP Alumni, 2020
- AT&T Retail Sales Manager, 2015-2019
References
David Eads 828.403.5654
Tracey Saville 941.441.6101
Timeline
Financial Center Manager
Bank Of America
05.2021 - Current
Integrated Solutions Consultant Level 1A Manager
AT&T
10.2019 - 04.2021
Retail Sales Manager Level 2
AT&T
08.2016 - 10.2019
Bachelor of Science - Business Administration
Keiser University
Bachelor of Science - Cyber Security And Information Assurance
Western Governors University
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