Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Lending Client Associate
Bank Of America, N.A.
11.2021 - Current
Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
Streamlined internal processes for improved efficiency while working closely with team members.
Assisted with the onboarding of new clients, ensuring smooth integration into company systems and services.
Relationship Manager
Bank Of America, N.A.
06.2013 - 11.2021
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
Relationship Banker
Bank Of America, N.A.
06.2012 - 08.2013
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Client Service Representative
Bank Of America, N.A.
06.2009 - 06.2012
Streamlined communication for improved efficiency by creating a centralized system for tracking client requests.
Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Supported sales team in closing deals with thorough product knowledge and exceptional customer care.