Julissa Walker
Palm Coast,FL
Summary
Dynamic financial professional with extensive experience at Bank of America, excelling in customer service management and team coaching. Proven track record in driving business development and operational excellence, enhancing client retention, and fostering strong relationships. Skilled in financial analysis and risk management, consistently achieving sales goals through effective communication and strategic initiatives.
Overview
13
13
years of professional experience
Work History
Financial Center Assistant Manager
BANK OF AMERICA
Washington, District of Columbia
06.2024 - Current
- Manages client traffic, engaging and appropriately routing clients, and fosters client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Manages market-level initiatives prescribed by market leaders
- Drives operational excellence by engaging employees on business strategy
- Manages organizational priorities and effective execution
RELATIONSHIP BANKER
BANK OF AMERICA
Washington, District of Columbia
01.2016 - 06.2024
- Deepening relationships through referrals and platform service to sales activities as well as self-service and transactional activities where needed
- Engage customers in the lobby to assist
- Educate and train customers on how to conduct simple transactions through Self Service technologies Where self-service isn’t available
- Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
- Identify and route preferred and small business client needs to the Relationship Manager and or F S A as appropriate for all sales, service and specialized needs
- Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals
CUSTOMER SERVICE REPRESENTATIVE
BANK OF AMERICA
Norfolk, VA
01.2015 - 01.2016
- Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them
- Ensure customers/clients are quickly connected to the appropriate teammate with the expertise to meet their needs
- Meet or exceed sales goals by influencing customers to learn about products/services that will benefit them
- Build, develop and maintain partnerships with teammates and specialists to maximize effectiveness and serve customers
- Accurately and efficiently process transactions such as customer deposits and cashing checks
- Assist customers with inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate
- Inform and educate customers on how to conduct simple transactions through self-service technologies
- Follow established policies, procedures and guidelines to protect both our customers and Bank of America
AT&T ACCOUNT SPECIALIST REPRESENTATIVE
CONVERGYS
Lake Mary, FL
01.2013 - 01.2015
- Add new service to business account
- Work with multiple systems
- Complete transfer of billing Responsibility
- Complete upgrades
- Change rate plans
- Create new business accounts
- Team captain ( manager assistant)
Education
Nursing
BETHUNE COOKMAN UNIVERSITY
Daytona Beach, FL01-2013
Skills
- Team Coaching
- Customer Service Management
- Financial Analysis
- Risk management
- Business Operations
- Business Development
- Communication
- Time Management
Accomplishments
BOA 2023 Pinnacle
Timeline
Financial Center Assistant Manager
BANK OF AMERICA
06.2024 - Current
RELATIONSHIP BANKER
BANK OF AMERICA
01.2016 - 06.2024
CUSTOMER SERVICE REPRESENTATIVE
BANK OF AMERICA
01.2015 - 01.2016
AT&T ACCOUNT SPECIALIST REPRESENTATIVE
CONVERGYS
01.2013 - 01.2015
Nursing
BETHUNE COOKMAN UNIVERSITY