Summary
Overview
Work History
Education
Skills
Timeline
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Rowela Prestosa

Union City,CA

Summary

Experienced Preferred Banking Client Service Manager bringing 23 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.

Overview

24
24
years of professional experience

Work History

Preferred Banking Client Service Manager

JPMorgan Chase
11.2004 - Current
  • Enhanced client satisfaction by addressing concerns and providing timely solutions.
  • Collaborated with cross-functional teams for better service delivery and client experience.
  • Managed multiple projects simultaneously, ensuring timely completion and high-quality outcomes.
  • Developed customized service plans tailored to individual client needs, resulting in increased retention rates.
  • Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.

Branch Operations Supervisor

Fremont Bank
03.2000 - 11.2004
  • Improved branch efficiency by streamlining processes and implementing new operational strategies.
  • Enhanced customer satisfaction through timely resolution of client queries and prompt assistance.
  • Managed daily branch operations, ensuring smooth functioning and adherence to company policies.
  • Coordinated with other departments for seamless execution of branch initiatives and projects.
  • Contributed towards creating a positive work environment by encouraging open communication among team members, resolving conflicts promptly, and celebrating shared successes together as a unit.

Education

Bachelor of Science - Finance

San Francisco State University
San Francisco, CA

Skills

  • Account Management
  • Cross-Functional Teamwork
  • Customer Relations
  • Analytical thinking
  • Problem-solving abilities
  • Handling Escalations
  • Decision-Making
  • Effective Workflow Management
  • Meticulous Attention to Detail
  • Exceptional Interpersonal Communication
  • Adaptability
  • Strong leadership

Timeline

Preferred Banking Client Service Manager

JPMorgan Chase
11.2004 - Current

Branch Operations Supervisor

Fremont Bank
03.2000 - 11.2004

Bachelor of Science - Finance

San Francisco State University

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Rowela Prestosa