ROXANNE SINGH
Oakley,California
Summary
Results-driven Financial Center Manager with experience leading high-performing teams, driving business growth, delivering exceptional client experiences, and maintaining operational excellence within a highly regulated financial environment. Proven ability to develop and coach teammates, deepen client relationships, leverage business analytics, and execute disciplined routines that improve performance, consistency, and accountability.
Overview
17
17
years of professional experience
Work History
Assistant VP, Financial Center Manager
Bank of America
San Francisco
11.2023 - Current
- Coaching and development of associates in ethical sales practices and customer service.
- Overseeing account management, finance, and trust services, ensuring compliance with company policies.
- Implemented AML/KYC procedures to enhance customer trust and regulatory compliance.
- Streamlined estate management processes, reducing processing time by 15%.
Financial Center Assistant Manager
Bank of America
San Francisco
05.2020 - 11.2023
- Coaching and development of my team members with regards to ethical sales and customer service Ability to multi-task and work under pressure Demonstrates harmonious, effective & efficient work atmosphere Handled staff professionally under my supervision without difficulty Understanding of customer demands Facilitated customer and associate escalations and/or research Managed operations, record retention and audit tasks Excellent Customer Service skills as well as communication skills, both verbal & written Proficient in handling claims resolution, recovery and escalations Managed team in CR&R prepaid billing dispute resolution
Claims Resolution & Recovery Manager (Prepaid Claims/Billing Dispute Resolution)
Bank of America
11.2020 - 07.2021
- Proficient in handling claims resolution, recovery and escalations
- Managed team in CR&R prepaid billing dispute resolution
Service Manager 2
Wells Fargo Bank
Concord
06.2016 - 09.2019
- Coaching and development of my team members with regards to ethical sales and customer service
- Ability to multi-task and work under pressure
- Demonstrates harmonious, effective & efficient work atmosphere
- Handled staff professionally under my supervision without difficulty
- Understanding of customer demands
- Facilitated customer and associate escalations and/or research
- Managed operations, record retention and audit tasks
- Excellent Customer Service skills
- Excellent organizational skills as well as communication skills, both verbal & written
- Proficient in handling claims resolution, recovery and escalations
- Managed team in CR&R prepaid billing dispute resolution
Service Manager 1
Wells Fargo Bank
Antioch
08.2014 - 06.2016
- Coaching and development of my team members with regards to ethical sales and customer service
- Ability to multi-task and work under pressure
- Demonstrates harmonious, effective & efficient work atmosphere
- Handled staff professionally under my supervision without difficulty
- Understanding of customer demands
- Facilitated customer and associate escalations and/or research
- Managed operations, record retention and audit tasks
- Excellent Customer Service skills
- Excellent organizational skills as well as communication skills, both verbal & written
- Proficient in handling claims resolution, recovery and escalations
- Managed team in CR&R prepaid billing dispute resolution
Lead Teller
Wells Fargo Bank
Pittsburg
11.2011 - 08.2014
- Cash Handling (10+ years)
- One on One coaching with associates
- Leading morning huddles
- Coaching and development of my team members with regards to ethical sales and customer service
- Ability to multi-task and work under pressure
- Demonstrates harmonious, effective & efficient work atmosphere
- Handled staff professionally under my supervision without difficulty
- Understanding of customer demands
- Facilitated customer and associate escalations and/or research
- Managed operations, record retention and audit tasks
- Excellent Customer Service skills
- Excellent organizational skills as well as communication skills, both verbal & written
- Proficient in handling claims resolution, recovery and escalations
- Managed team in CR&R prepaid billing dispute resolution
Teller
Wells Fargo Bank
Pittsburg
09.2009 - 11.2011
Education
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Deer Valley
Antioch, CASkills
- Detail and Process Oriented
- Account and Finance Management
- Driving Growth
- Trust and Estate Accounts and Maintenance
- Anti-Money Laundering (AML) Compliance, KYC
- Strong Audit and Operational Excellence
- Coaching and development of my team members with regards to ethical sales and customer service
- Demonstrates harmonious, effective & efficient work atmosphere
- Facilitated customer and associate escalations and/or research
- Managed operations, record retention and audit tasks
- Excellent organizational skills as well as communication skills, both verbal & written
- Cash Handling (10 years)
- Proficient in handling claims resolution, recovery and escalations
- Managed team in CR&R prepaid billing dispute resolution
- Supervisor and Management Experience 15 years
Accomplishments
- Promoted to Financial Center Manager
Timeline
Assistant VP, Financial Center Manager
Bank of America
11.2023 - Current
Claims Resolution & Recovery Manager (Prepaid Claims/Billing Dispute Resolution)
Bank of America
11.2020 - 07.2021
Financial Center Assistant Manager
Bank of America
05.2020 - 11.2023
Service Manager 2
Wells Fargo Bank
06.2016 - 09.2019
Service Manager 1
Wells Fargo Bank
08.2014 - 06.2016
Lead Teller
Wells Fargo Bank
11.2011 - 08.2014
Teller
Wells Fargo Bank
09.2009 - 11.2011
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Deer Valley