Stephany Rubio
Maywood,NJ
Summary
Experienced banking leader with 8+ years of progressive advancement at Bank of America, supporting one of the flagship and highest-volume financial centers in the market. Proven ability to manage operations independently, coach teammates, drive client satisfaction, and maintain operational excellence in fast-paced environments. Skilled in risk mitigation, complex client issue resolution, and supporting team performance through structured Action Plans and development-focused guidance.
Overview
9
9
years of professional experience
Work History
Financial Center Assistant Manager
Bank of America
01.2023 - Current
- Serve as a key leadership partner in one of the flagship, highest-volume financial centers in the market.
- Manage the financial center independently during manager absences, ensuring smooth operations.
- Coach and develop teammates using structured Action Plans and targeted feedback.
- Leadership & Team Development
- Client Experience & Issue Resolution
- Operational Excellence & Risk Management
- Programs & Professional Development
Relationship Banker
Bank of America
01.2020 - 01.2023
- Deliver exceptional client service using clear, needs-based conversations.
- Highly skilled in de-escalation and resolving complex or emotionally charged client situations.
- Support teammates during peak traffic by resolving complex account needs and barriers.
- Leadership & Team Development
- Client Experience & Issue Resolution
- Operational Excellence & Risk Management
- Programs & Professional Development
Client Service Representative
Bank of America
01.2017 - 01.2020
- Maintain strong operational controls including CTR/MIS reporting, documentation accuracy, and audit readiness.
- Identify and escalate risk to protect client safety and operational integrity.
- Execute daily operating routines with precision, especially in high-volume settings.
- Leadership & Team Development
- Client Experience & Issue Resolution
- Operational Excellence & Risk Management
- Programs & Professional Development
Education
Master of Science - Industrial/Organizational Psychology
University of Phoenix
01-2021
Bachelor of Arts - Psychology
Montclair State University
01-2018
Skills
- Team Leadership & Coaching
- Operational Excellence
- Risk & Compliance Management
- Client Experience & Issue Resolution
- Financial Center Operations
- High-Volume Environment Leadership
- Conflict De-Escalation
- Bilingual Client Support
Timeline
Financial Center Assistant Manager
Bank of America
01.2023 - Current
Relationship Banker
Bank of America
01.2020 - 01.2023
Client Service Representative
Bank of America
01.2017 - 01.2020
Master of Science - Industrial/Organizational Psychology
University of Phoenix
Bachelor of Arts - Psychology
Montclair State University