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.