Financial Center Manager
Bank of America
01 2017 - Current
- Drive operational excellence by engaging staff on business strategy and performance results
- Execute risk and service delivery strategy
- Adhere to and enforce internal and regulatory policies, procedures and processes
- Proactively identify and manage risk in business, product and service transactions
- Monitor client-calling activities and ensure we develop the proper client engagement
- Successfully resolve customer issues and escalations in a timely and professional manner
- Responsible for associate and customer safety
- Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
- Implemented policies to improve efficiency and team performance.
- Implemented fraud prevention measures by regularly reviewing transaction activities for suspicious patterns.
- Coordinated community outreach events to strengthen brand presence locally while establishing meaningful connections within the area served.
- Boosted revenue growth by identifying new business opportunities and forging strategic partnerships.
- Developed high-performing teams through targeted recruitment, coaching, and professional development initiatives.
- Fostered a positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
- Promoted digital banking adoption among customers by providing assistance in using online platforms seamlessly.
- Built and lead high-performance team focused on achieving sales and service goals.
- 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.
- Mentored staff members in sales techniques, product knowledge, and industry best practices to maximize performance levels consistently.