Xiomara Barcia

• Building Relationships (BRC) with new and existing clients by understanding their deposit, credit, planning, and small business needs; providing solutions, and connecting them to the appropriate partners according to their needs.
• Having on top-of-mind business priorities: Exceptional Client Care, Digital First, Grow and Win in the market, Plus Advice Culture, Operations and Risk Management; and Strengthen and Grow our communities.
• Leveraging the tools and simulators to have a strong 'Discover' phase in the conversation, being able to discuss outside balances, and what Bank of America has to offer.

Achievements:

- Support Relationship Bankers in the Financial Center to help them achieve their goals and performance with customers.

- Being nominated to participate in the Consumer Investment Development Program.

- Consistent One Team meetings to practice and help teammates partner with the FSA.

- Middle year evaluation "Exceeds-Exceeds"

- Flawless ScoreCard for Q1, Q2 (2024)

• Helped clients to gain in-depth knowledge of their financial and life priorities.
• Built skills such as: Lobby Engagement, Digital engagement, Outbound Calls, Lifeplan conversations, Follow-up appointments.
• Flawless Scorecard for Q1

• Product Development for Credit and Debit Cards.
• Improvement of the process in the system to get the product in the Financial Center.
• Display new products, benefits, features, and process for credit and debit cards for more than 250 Financial Centers.

• Support and coordination with different areas, such as Marketing, Operations, System, and Legal, in order to improve the process and benefits of credit and debit cards.
• Coordinate campaigns to increase the market share of the product.