Work Preference
Summary
Overview
Work History
Education
Skills
Volunteer Experience
Professional Organizations And Affiliations
Education And Specialized Training
Timeline
Generic
Open To Work

Ragy Matta

Phoenix

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

AVP, Financial Center ManagerFinancial Center Assistant ManagerRelationship ManagerPreferred Sales Specialist (Call Center)

Salary Range

$45000/yr - $200000/yr

Summary

Resourceful AVP with notable experience in overseeing operations, implementing strategic plans and managing team performance. Possess strong leadership skills, ability to foster productive relationships, and drive business growth. Made significant positive impact by reducing costs and increasing efficiencies in previous roles. Skilled in risk management, budgeting and regulatory compliance, offering solid foundation for success in similar role.

Overview

10
10
years of professional experience

Work History

AVP, Financial Center Manager

Bank of America
Phoenix
09.2022 - Current
  • Set regional goals such as sales estimates and revenue projections.
  • Ensured that the stores under their supervision adhere to company and industry regulations.
  • Ensured that marketing efforts are consistent across every channel.
  • Addressed operational problems that arise.
  • Liaised between regional branches and company headquarters.
  • Ensured that customer service levels are consistent across.
  • Made recommendations to senior management.
  • 14 quarters Circle of excellence.
  • Rising Star as a Financial center manager for year 2023.
  • Able to manage all financial center PRT Scorecard and managing Risk.
  • $ 0 losses for the year 2022, 2023 and 2024.
  • Passing Audit with no defects (Virtual & in person) Risk Management.
  • Customer Satisfaction percentage is always above 96%.
  • Consumer & Small Business, Phoenix, AZ

Financial Center Assistant Manager

Bank of America
Phoenix
10.2018 - 09.2022
  • Monitor daily operations to ensure a free flow process and supervise the execution of daily tasks.
  • Develop and enforce sound policies and structures for the growth of the company.
  • Create a strong workforce by developing competent individuals in the banking operations team.
  • Oversee the processing of centralized loans and other banking activities to ensure due process, accuracy and accountability are followed.
  • Create and implement long term business plan to ensure continuity of business operations in the long run.
  • Running very tight operations process to eliminate Risk to Bank and financial center.
  • Coaching & Training new Relationship bankers on bank policy, procedure & guidelines.
  • Consumer & Small Business, Phoenix, AZ

Relationship Manager

Bank of America
07.2017 - 05.2018
  • Building and maintaining strong relationships with prospective and existing clients.
  • Researching and pursuing new business opportunities.
  • Identifying clients' needs and requirements and proposing suitable solutions.
  • Providing clients with comprehensive banking and financial consultations and guiding their decision-making process.
  • Upselling and cross-selling services to clients.
  • Resolving complaints and issues efficiently and in a timely manner.

Preferred Sales Specialist (Call Center)

Bank of America
05.2016 - 07.2017
  • Team Collaboration.
  • Adaptability.
  • Attention to details, problem solving and clear communication skills.

Education

MBA -

Kaplan Financial Education

B.S. -

Business Administration & Accounting

Online MLO Course -

Skills

  • Leadership & Critical-Thinking
  • Oral Communication
  • Risk Mitigation
  • Deepening Relationships
  • Influence
  • Quality Assurance
  • Talent Development
  • Adaptability
  • Collaboration & Communication
  • Foreign Languages
  • Team leadership

Volunteer Experience

St Mary Food Bank

Professional Organizations And Affiliations

St Mary Orthodox Church, Teaching young kids Math

Education And Specialized Training

  • MBA, Kaplan Financial Education online
  • B.S. in Business Administration & Accounting
  • Online MLO Course, complete

Timeline

AVP, Financial Center Manager

Bank of America
09.2022 - Current

Financial Center Assistant Manager

Bank of America
10.2018 - 09.2022

Relationship Manager

Bank of America
07.2017 - 05.2018

Preferred Sales Specialist (Call Center)

Bank of America
05.2016 - 07.2017

MBA -

Kaplan Financial Education

B.S. -

Business Administration & Accounting

Online MLO Course -

Ragy Matta