Assistant Vice President, Senior Client Services Team Manager
Lancaster,CA
Timeline
Bachelor of Arts - Public Sector Management
California State University Northridge
06.2024 - Current
AVP; Client Services Team Manager
Bank of America
06.2021 - Current
Associate of Arts - Business Administration
Antelope Valley College
03.2020 - 05.2021
Officer; Senior Client Services Advocate
Bank of America
01.2018 - 07.2021
Client Services Representative
Bank of America
09.2012 - 07.2014
Work History
AVP; Client Services Team Manager
Bank of America
Glendale, CA
06.2021 - Current
Resolved executive escalated customer complaints while prioritizing customer satisfaction and loyalty.
Collaborated with upper management to improve customer service processes and support structures company-wide.
Accomplished multiple tasks and deliverables within established timeframes.
Established team priorities, maintained schedules, conducted staff meetings and monitored performance.
Leveraged data and analytics to make informed decisions and drive business improvements and operational excellence3.
Recruit, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Conducted annual employee performance reviews to recognize achievements and identify areas needing improvement.
Officer; Senior Client Services Advocate
Bank of America
Glendale
01.2018 - 07.2021
Took ownership of escalated customer issues and followed problems through to resolution.
Collaborated with upper management to improve customer service processes and support structures company-wide.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
Client Services Representative
Bank of America
Glendale
09.2012 - 07.2014
Educated high volume of clients on account services and resolved client inquiries regarding statement information and account balances.
Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Enhanced customer service experience and exceeded team goals through effective client satisfaction rates.
Trained staff on operating procedures and company services.
Overview
12
12
years of professional experience
1
1
year of post-secondary education
Education
Associate of Arts - Business Administration
Antelope Valley College
Lancaster, CA
03.2020 - 05.2021
Bachelor of Arts - Public Sector Management
California State University Northridge
06.2024 - Current
Skills
Leadership
Management
Risk Mitigation
Critical Thinking
Performance Improvement
Coaching & Development
Performance Analysis
Project Coordination
Work Preference
Work Type
Full Time
Location Preference
On-SiteRemoteHybrid
Important To Me
Career advancementWork-life balanceCompany CulturePaid time offHealthcare benefitsPersonal development programsPaid sick leave401k matchStock Options / Equity / Profit SharingWork from home option4-day work week
Accomplishments
Bank of America Future Leader Program - 2018 Mentee Graduate
Bank of America Future Leader Program - 2024 Mentor