Stacey Aragon
San Bernardino,CA
Summary
I’m a full time employee at Bank of America with extensive experience of over 9 years in the Banking Industry. Solid team player with a positive attitude and proven skills. Motivated to maintain customer satisfaction and contribute to company success, through every relationship and every connection. Throughout my 9 year journey with Bank of America I was fortunate to experience both in office interactions and a WFH environment to fulfill business need. I currently support my home branch in Redlands CA, where we did an amazing job as a team to pass a perfect Audit with no deductions, and ended my 1st Quarter of the year as a 5/5 exceeds. I look forward to extending my expertise with my new team.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
Redlands, CA
10.2016 - Current
- Assist clients with transaction processing
- Cash Handling / Cash Capable
- Build a personal relationship with every client to gain in-depth knowledge of their financial and life priorities. Through Life Plan
- Being able to connect clients to solutions that meet their financial needs
- Establish and grow business utilizing partners “Lending Business & Investment”
- Conduct and Review of Operations
Customer Service Representative II
Bank of America
San Bernardino, CA
01.2019 - 12.2024
- Resolved complex problems by working with other departments to provide solutions that meet customer needs
- Answered incoming calls and emails, providing frontline customer support and assistance with product and service transactions.
- Demonstrating excellent communication skills in resolving product and consumer complaints for all clients
- Informed customers about billing procedures, processed payments, provided payment option setup assistance and technical trouble/support
- Mentored new employees on procedures and policies to maximize team performance
- Conducted regular performance reviews to assess individual team member progress.
- Provided coaching and feedback on employee performance, encouraging professional development.
Education
High School Diploma -
Colton High School
Colton, CA04.2016
Skills
- Accounting
- Product Knowledge
- Data Entry
- Inbound / Outbound Calling
- Quality Control with Policies, Procedures & Risk Management
- Multi-Task Management
- Customer / Client Focused
- Positive and Professional
- Active Listening
- Clerical & Technical Support
- Adaptability
- 6 Years of Cash Handing
- Certified Team Coach
- Financial Fraud Services
Timeline
Customer Service Representative II
Bank of America
01.2019 - 12.2024
Relationship Banker
Bank of America
10.2016 - Current
High School Diploma -
Colton High School