ANA CABALLERO
Financial Center Assistant Manager
Enthusiastic Financial Center Assistant Manager with 8 years of experience planning, leading, and improving activities to support successful business operations. Strategic in enforcing policies, managing staff, and ensure the safety of clients. Focused on motivating staff and working with diverse personality types to drive improvements.
Contact
Address
Peoria, AZ 85381
Phone
***.*.*********@*******.***
Languages
Spanish
Skills
Finance
Customer service
Leadership
Management
Problem resolution
Staff education and training
Education
2020-08 - Current
MBA: Business Administration
Grand Canyon University - Phoenix, AZ
2018-08 - 2020-05
BBA: Business Administration – Management
Northern Arizona University - Flagstaff, AZ
Dean's List (Spring 2019, Fall 2019)
Work History
2017-09 - 2020-11
Financial Center Assistant Manager
Bank of America, Phoenix, AZ
Directly responsible for the daily operations of the branch.
Monitoring branch activities, reviewing reports, and managing cash levels.
Performing operational audits to reduce risk and losses.
Enforcing bank and federal regulations and overseeing bank security measures.
Assisting clients with complex problems and escalated situations.
Provided clients with a high level of service to deepen relationships.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Protected company assets with strategic risk management approaches.
2012-04 - 2017-08
Senior Client Service Representative
Bank of America, Scottsdale, AZ
Processed over-the-counter transactions accurately and efficiently paying high attention to detail resulting in the reduction of errors, risk, and losses.
Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.