Tonisha Wofford
Anna,TX
Summary
Senior Banking Professional with a comprehensive background in risk assessment and client advisory. Expert at translating complex financial data into actionable business strategies. Having successfully mentored junior associates and spearheaded cross-functional project teams, I am eager to transition into a Management position. Focused on optimizing internal workflows, enhancing team productivity, and delivering excellence through collaborative leadership.
Overview
5
5
years of professional experience
Work History
Senior Banker
Bank of America
McKinney, TX
10.2025 - Current
- Provided exceptional customer service by addressing client inquiries and resolving issues efficiently.
- Assisted an average of 50+ clients weekly with daily financial needs, identifying unspoken needs and increasing product and specialist referrals by 20%.
- Utilized banking tools, technology, and internal resources to enhance client experience while ensuring operational accuracy and efficiency.
- Educated clients on digital and self-service banking solutions, driving a 30% increase in online/mobile banking adoption.
Relationship Banker
Bank of America
McKinney, TX
01.2024 - 10.2025
- This role was an internship role before before being converted to full-time April 22, 2024.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Built and maintained strong client relationships to to identify financial goals and recommend tailored solutions.
- Executed daily cash operations as sole custodian, guaranteeing balancing accuracy and compliance with security measures for cash amounts between $100k and $400k.
Personal Banker I
Tri Counties Bank
Yuba City, CA
08.2022 - 08.2023
- Assisted customers with account inquiries, ensuring timely and accurate responses.
- Educated clients on banking products and services, enhancing financial literacy and customer engagement by 25%.
- Collaborated with team members to streamline branch operations and improve service delivery.
- Participated in core aspects of operations for an organization with over 2 million in annual revenue/assets under
management, collectively working to surpass targets.
Restaurant General Manager
Taco Bell
Carmichael, CA
06.2021 - 08.2022
- Oversaw daily operations, ensuring compliance with health and safety regulations.
- Trained and mentored staff, fostering a collaborative team environment.
- Implemented process improvements to enhance customer service efficiency.
- Managed inventory control, reducing waste through effective stock management.
Education
No Degree - Banking And Customer Success
Year Up United
Dallas, TX04-2024
Skills
- Cash handling
- Operational efficiency
- Analyzing data
- Knowledge Retention
- Attention to Detail
- MS Office
- Relationship Development
- Time management
- Decision-making
- Team leadership
Accomplishments
- Employee Financial Services Specialist at Bank of America. In this role, I served as a subject matter expert (SME) on company products, providing guidance and education to 100+ employees on benefits, features, and access, improving awareness and utilization by 25%.
- Volunteer Champion (Market Lead) at Bank of America. Contributed 100+ hours annually while leading market-wide engagement. Planned and coordinated volunteer events, driving a 30% growth in employee involvement and strengthening community partnerships.
- Peer Mentor at Bank of America. Mentored and supported new hires throughout onboarding and training, helping to accelerate new hire productivity and reducing ramp-up time. This also contributed to long-term employee retention.
Timeline
Senior Banker
Bank of America
10.2025 - Current
Relationship Banker
Bank of America
01.2024 - 10.2025
Personal Banker I
Tri Counties Bank
08.2022 - 08.2023
Restaurant General Manager
Taco Bell
06.2021 - 08.2022
No Degree - Banking And Customer Success
Year Up United