Nelysha Holt-Bailey
Sanford,FL
Summary
Dynamic banking professional at Bank of America with extensive experience in regulatory compliance, managing financial risk and knowledgeable in bank products and processes. Committed to high standards and result-oriented performance. Overcomes complex financial challenges with strategic thinking and execution. Recognized for leadership in team performance and conflict resolution. Known for fostering collaborative team environments and adapting to evolving market conditions.
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Overview
13
13
years of professional experience
Work History
Senior Banker, Officer, Relationship Manager
Bank of America, N.A.
02.2015 - Current
- Delivered exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Identified potential financial risk, evaluated clients and provided beneficial financial advice and recommendations to executives.
- Trained colleagues on new risk models, auditing account documentation, training and staying up to date with current regulations and bank procedures.
- Increased efficiency and team productivity by promoting operational best practices.
- Collaborated with team members and cross-functional teams to streamline processes, increasing efficiency in service delivery and to resolve client inquiries efficiently..
- Led community outreach initiatives to promote financial literacy programs, strengthening brand presence in local markets.
Senior Office Manager
Dr. Barbara Mara- Psychological Wellness
08.2012 - 02.2015
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Ensured compliance with company policies and industry regulations through regular audits and process updates.
- Coordinated schedules with doctors and attorneys, optimizing time management and client meeting arrangements.
- Implemented technology solutions to streamline billing processes, managed financial records and case management systems.
Education
Bachelor of Science - Psychology
University of Central Florida
05-2012
Skills
- Customer relationship management
- Financial Services
- Records management
- Risk management
- Regulatory Compliance adherence
- Time management
- Complex Problem-solving
- Interpersonal communication
- Conflict resolution
- Interpersonal skills
- Adaptability and flexibility
- Organizational skills
- Sales Expertise
RECOGNITION
- Round Table participant with Regional Executives brainstorming ways to improve the business and consumer client needs while driving employee and shareholders satisfaction.
- Digital First Strategy Champion leading market and local teams in quick adoption to new procedures while preventing risk, protecting assets and financial risk and reputation.
- Completion of the Consumer Investment BAA Development and Mentorship Program 2025.
Timeline
Senior Banker, Officer, Relationship Manager
Bank of America, N.A.
02.2015 - Current
Senior Office Manager
Dr. Barbara Mara- Psychological Wellness
08.2012 - 02.2015
Bachelor of Science - Psychology
University of Central Florida