Aaron Quiroz

My position as a Complaint Servicing Specialist is to serve as a critical point of contact for resolving escalated complaints from our high-net-worth clients, ensuring a white glove experience aligned with Bank of America’s client centric values. I would conduct daily thorough research and analysis of client concerns. I would collaborate with internal departments to deliver timely and accurate solutions. I would draft and deliver tailored regulatory compliant written responses when needed. I would provide empathetic, professional service through the phone and written communication effectively to resolve and de-escalate emotionally charged situations while preserving client trust and satisfaction. I utilize multiple internal system effectively as well as complaint tracking systems to monitor trends, identify process improvements, and contribute enterprise-wide risk mitigation strategies. While maintaining deep understanding of Wealth Management products, services, and regulatory requirements to provide informed and responsive support. I am willing to work overtime to make sure projects and cases are completed in a timely manner, also on a weekly basis taking additional cases from other teammates to make sure the team remains on track for current service level goals. Also, I have become a leader on our team in group discussions around situations and ideas to complete complex situations and training. Also lending coaching and have been a constant resource for our teammates. While performing above standard performance statistically month after month.

My position on our PBIG Fast team was a very detailed oriented position. Working with our most affluent and prestigious clients as well as with our advisory partners to take full ownership of each situation and to complete them with efficiency and speed. Day to day services revolved mostly around our banking products as well as education of our products and programs to our advisory partners. Also taking on individual requests from our advisory partners to make sure all requests from our private banking clients were met. While on PBIG I showed a willingness to step up in every situation given to me. Whether that was covering shifts and working overtime to handling requests given directly to our manager to make sure things were done in a specific way to the clients liking. Also I have become a leader on our team in group discussions around situations and ideas to complete complex situations and training. Also lending coaching and have been a constant resource for our FAST associates. I also have been above standard performance statistically month after month.

My position on the Financial Advisor Support Team is a high paced very detail oriented position working directly with the advisory team and our partners at Merrill Lynch. Day to day duties are a wide range of services covering all aspects of banking and white glove service for our more affluent customers. Since arriving on the team I have showed a willingness to learn and adapt to become a leader both statistically and knowledge wise to excel at my position and help fellow teammates and become a point of contact for others.

Service to sales speaking with clients about maintenance or issues and resolving those issues then deepening the relationship with the customer through financial conversation and solve any other issues or problems by recommendation of change or by sale of Bank Of America Product. Proficient in many systems used with Bank of America and the role (Synergy, Interact, Boss, TACS etc). Also leader on the team helping provide coaching and information that is being given to the department.

Outside sales representative talking with clients and making sales. Meeting with potential and established customers to explain prices and advantages. Find and create potential customers and follow up with them later. Also help install the company's products. Perform initial inspections on house or building for potential problem.

Contact businesses and help gather information in order to help our Senior Account Executives in the field. Set appointments with new companies and help maintain account and provide customer service. I was also promoted to manager of the call center within 6 months.

Help receive materials on the shipping dock. As well as putting away incoming material and handling counts of parts and maintaining accurate counts. Also helping move the material around the entire plant and making sure the engineers had what was needed to perform their job.

Help receive materials on the shipping dock. As well as putting away incoming material and handling counts of parts and maintaining accurate counts. Also helping move the material around the entire plant and making sure the engineers had what was needed to perform their job.