Gloria Baca
Oceanside
Summary
Results-oriented Financial Center Manager known for high productivity and efficient task completion. Specialize in strategic financial planning, risk management, and client relationship building. Excel in leadership, communication, and problem-solving skills, ensuring successful team performance and exceptional customer service.
Overview
28
28
years of professional experience
Work History
Financial Center Manager
Bank of America
Oceanside
02.1997 - 04.2025
- Established strong working relationships with external partners such as vendors and suppliers.
- Grew business banking relationships through proactive outreach.
- Supported outside sales force in servicing and obtaining new business.
- Delegated work to staff, setting priorities and goals.
- Implemented policies and standard operating procedures and managed quality, customer service and logistics.
- Guided employees on understanding and meeting changing customer needs and expectations.
- Created detailed reports on the performance of individual departments within operations.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
- Formed and sustained strategic relationships with clients.
- Conducted regular reviews of existing policies and procedures for continuous improvement opportunities.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Performed sales consultations and educated clients on products and services.
- Adhered to audit principles, standards and practices to keep company in good standing.
- Performed audits of operational and financial areas to check compliance.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
- Reviewed completed work to verify consistency, quality, and conformance.
- Managed and trained cashiers on proper cash handling procedures.
- Investigated discrepancies between actual inventory levels versus system reports.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Reviewed employee time sheets for accuracy before submitting them for payroll processing.
Education
GED -
Oceanside High Adult Education
Oceanside, CA05-1989
Skills
- Financial analysis
- Regulatory compliance
- Customer service
- Sales strategy
- Employee training
- Performance management
Affiliations
- strong community service
Timeline
Financial Center Manager
Bank of America
02.1997 - 04.2025
GED -
Oceanside High Adult Education
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