Carmen Adriana Herrera
Phoenix
Summary
Dynamic Bank Manager with a proven track record at BMO Bank, driving branch performance from Tier 3 to Tier 1. Expert in customer relationship development and compliance, with strong attention to detail. Successfully built long-term client relationships and exceeded sales goals, showcasing exceptional communication and leadership skills.
Overview
10
10
years of professional experience
Work History
Bank Manager
BMO Bank
07.2018 - Current
- Manage daily operations of the branch ensuring smooth and efficient service delivery.
- Led branch performance improvement from Tier 3 to Tier 1 with in the first year.
- Coach and mentor staff to achieve and surpass sales goals while providing excellent customer experiences.
- Performed successful compliance, risk management and internal audits consistently.
- Developed and maintain long-term relationships with individual and business clients to grow the customer portfolio.
- Business acquisition, developed a network that effectively provided opportunities to grow the business for the branch's goals.
- Successfully achieved Partner Referrals targets by identifying business opportunities for Treasury Payment Solutions, Business Online Banking amongst others products including Merchant Services and Payroll Solutions.
Clinic Manager
Healing Touch Chiropractic and Rehab LLC
04.2015 - 06.2018
- Oversee daily operations for front and back office top ensure smooth work flow.
- Manage scheduling of appointments to ensure timely service delivery.
- Monitor inventory of medical supplies, equipment and office materials.
- Compliance with HIPAA and all healthcare regulations.
- Handle billing, collections, and coordinate with insurance providers for claims processing.
- Negotiated payouts with Law Firms to ensure proper compensation for all parties involved.
Education
Camelback High School
Phoenix, AZSkills
- Customer service
- Banking operations
- Attention to detail
- Excellent communication
- Relationship building
- Customer relationship development
Languages
Spanish
Native or Bilingual
Timeline
Bank Manager
BMO Bank
07.2018 - Current
Clinic Manager
Healing Touch Chiropractic and Rehab LLC
04.2015 - 06.2018
Camelback High School
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