Results-driven Financial Center Manager with 22 years experience in consumer banking. Dedicated to exceptional client care, fosters and environment where peers thrive and bring full self to work. Community Volunteer Champion, 2023 and 2025 Pinnacle Award recipient.
Work History
Financial Center Manager
11 Years 1 Month
Bank Of America | 08.2015 - Current
Effective action planning thru observations and root causing.
Manages competing responsibilities daily with credible coach and client escalations.
Highly organized managing center responsibilities while passionate in community volunteerism.
Coordinated community events to strengthen brand presence locally while establishing meaningful connections within area served.
Part of SOCAL HOLA Associate Engagement committee from 2023-2025
BACCV San Gabriel Champion.
Built and lead high-performance team focused on achieving dashboard metrics, understanding of the behaviors 24 of 24 metrics achieved in 2025.
Overcame challenging market conditions thru pandemic by adapting strategies, strengthening client relationships, and maintaining service excellence standards.
Promoted digital banking adoption among customers by providing assistance in using our digital first plus advice strategy.
Fostering positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
Financial Center Assistant Manager
2 Years 7 Months
Bank Of America | 01.2013 - 08.2015
Supervised day-to-day operations to meet performance, quality and service expectations.
Maintained clean, safe, and organized financial center environment to enhance customer experience.
Developed strong working relationships with staff, fostering a positive work environment thru coaching.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Teller Operations Specialist
3 Months
Bank Of America | 09.2012 - 12.2012
Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
Assisted customers in resolving issues, providing prompt and professional service at all times.
Performed routine maintenance on teller equipment, ensuring optimal performance throughout the day.
Increased customer retention by consistently delivering excellent service and building rapport.
Driving operational excellence thru identify escalate and debate.
Coaching tellers and observations for cash routines and offer presentment.
Personal Banker
3 Years 10 Months
Bank Of America | 10.2008 - 08.2012
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Sales and Service Specialist
1 Year 6 Months
Bank Of America | 03.2007 - 09.2008
Developed strong rapport with customers, fostering loyalty and trust for sustained business growth.
Acting second supervisor in the financial center.
Lobby engagement understanding client needs to route appropriately.
Provided expert product knowledge, demonstrating the value proposition of offered services or products to prospective clients.
Teller
2 Years 5 Months
Bank Of America | 09.2004 - 02.2007
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.