Robin Jackson Email & Phone Number

Philadelphia, Pennsylvania, United States

Promoted to manage professional networking events as a Bank of America representative in addition to Financial Center operations management. • Directed a team of 5 associates at a Bank of America Financial Center focused on client management, service escalation, and operational efficiency• Mentored and coached associates including scheduling, performance management, and team development through HRIS Systems such as WorkDay• Maintained compliance with regulatory standards such as Anti-Money Laundering, USA PATRIOT Act, Bank Secrecy Act, OFAC, Fraud Protection, Security Procedures, and Privacy and Confidentiality requirements• Served as Communication Chair for the Bank of America Black Professionals Group since 2018 • Managed volunteer and networking events leading to associate recruitment• Participated in the Associate Council for the Philadelphia market through communication, networking, and feedback with associates in different job functions across the market to drive relationship development amid the region • Organized the annual toy donation from Bank of America to local family shelters

Philadelphia, Pennsylvania, United States

Promoted to oversee Financial Center operations and achieved 5 Awards of Excellence for outstanding service, and consistently exceeding goals. Awarded the 2019 Pinnacle award for outstanding contribution to excellence in treasury and finance.• Managed a team of 5 associates to support client requests, bank operations, customer service, and process improvement initiatives leading to increased client support satisfaction• Organized market events and served as Associate Counsel for marketing management in partnership with executive leaders within the organization• Brainstormed with associates to examine ideas focused on strengthening the culture between upper management and associates; implemented happy hours, employee network events, and volunteer events to improve organizational culture and associate retention

Philadelphia, Pennsylvania, United States

• Managed clients’ high visibility request and inquiries by directing escalation issues that resulted in apt resolutions• Facilitated SalesForce management for optimal operational standards and organization• Led and coached associates on identifying customer’s needs, present appropriate solutions to delight customers, and maximize their retention• Supported Tellers for operations management by offering acquired knowledge and experience to handle complex transactions• Established smooth customer relations through courtesy, friendliness, and resolution focused service which resulted in an increased customer loyalty

Philadelphia, Pennsylvania, United States

• Directed appointment scheduling for 5 associates leading to over 500 client service appointments a week • Directed end to end cash management and operational excellence for the financial center including collaborating with executive leadership and management of team scheduling • Managed the adherence of sales associates to policies and procedures including servicing, regulatory performance, and client engagement

Pennsylvania, United States

• Supported operational efficiency for tellers through cash management and client escalation issues leading to improved client satisfaction• Directed a team of 5 tellers and supported 3 different centers including leading bi-weekly executive leadership calls• Participated in the Bank of America Signature program

Philadelphia, Pennsylvania, United States

• Managed backend operational needs including check ordering, card requests, and service needs • Assisted with teller escalation needs such as support for wire transfers, deposits, withdrawals, payments, and general banking needs

Philadelphia, Pennsylvania, United States

• Supported over 500 weekly client inquiries regarding transactions, payments, and resolved account complaints or discrepancies• Promoted strong customer and client interactions to build relationships and create avenue offer new products and features

Philadelphia, Pennsylvania, United States

• Recipient of Professional Teller Excellence Award program• Executed risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery• Facilitated the buying and selling of foreign currency

Education record

Bachelor Of Business Management, Business Administration And Management, General