Professional Summary
Overview
Work History
Education
Skills
Timeline

Rafael Arias

Bank of America
Fairlawn,NJ
15
Years of experience

Proactive leader known for team development and operational excellence. Track record of implementing process improvements that enhance service delivery and client loyalty. Committed to leveraging expertise in financial strategy to drive impactful business results.

Work History

Financial Center Manager

9 Years 8 Months
Bank of America | 10.2016 - Current
  • Led financial center operations to enhance customer service and achieve branch goals.
  • Developed training programs for staff, improving team performance and engagement.
  • Implemented process improvements to streamline transactions and reduce wait times.
  • Analyzed financial reports to identify trends and inform strategic decision-making.
  • Cultivated relationships with clients, enhancing loyalty and increasing business opportunities.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.

Small Business Specialist

5 Years 2 Months
JPMorgan Chase | 08.2011 - 10.2016
  • Guided small business clients in financial product selection to meet diverse needs.
  • Analyzed client portfolios to identify opportunities for growth and risk mitigation.
  • Developed tailored financial strategies, enhancing client satisfaction and retention rates.
  • Collaborated with cross-functional teams to streamline service delivery processes for small businesses.
  • Established strong working relationships with key industry stakeholders to build partnerships and expand networking opportunities for clients.
  • Prospected for new business through networking, community outreach, and customer referral generation.

Education

- Business Management

Manhattan College | Bronx, NY | 06-2003

Skills

Team coaching
Operations management
Team development
Document preparation
Sales management
Team collaboration
Organizational skills
Customer relationship development
Process implementation
Project management
Risk management
Financial reporting

Timeline

Financial Center Manager

Bank of America
10.2016 - CurrentRead More

Small Business Specialist

JPMorgan Chase
08.2011 - 10.2016Read More

Manhattan College

from Business Management
Read More
Rafael Arias