Evadne Macaltao

Experience

• 

  Bank of America

  Jan 2007 - now

  Responsible for managing the financial center in collaboration with senior team members, supporting the operational excellence of the financial center, and ensuring that all aspects run effectively and cohesively. Responsible for uncovering the personal banking needs of consumer and small business clients while adhering to operational compliance policies and procedures. Collaborated with business partners to meet clients' financial needs. Worked closely with small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services, and solutions to meet those needs. Accountable for executing risk management and compliance protocols throughout the sales process. Owned and resolve all customer issues. Managed a book of clients with a strong emphasis on cross-selling and service excellence. Provided financial counseling with mortgage lending services to new and existing clients. Ensured compliance with Bank of America’s Code of Ethics, Anti-Money Laundering, Bank Secrecy Act, and suspicious activity reporting requirements, policies, and procedures. Provided financial and credit services to customers, including business and consumer checking, and saving accounts, credit cards, mortgage referrals, home equity credit, and refinancing. Proactively manage risk in every business, product, and service transaction leveraging the Risk Framework. Responsible for offering and selling financial products and services such as credit cards, CDs, and loans to both consumer and small business customers. Complied with all applicable state and federal banking regulations to serve the customer’s best interest and enhance client satisfaction. Managed customer products and services including savings, checking, certifications, IRAs, loans, and lines of credit. Complied with all applicable state and federal banking regulations to serve the customer’s best interest and enhance client satisfaction. Handled confidential information in accordance with privacy policies. Responsible for driving day-to-day operational excellence within the banking center. Ensured all transactions performed were under established policies and procedures. Identified inefficiencies and made recommendations for process improvements. Coached, developed, and trained tellers to achieve high levels of performance and customer satisfaction.

  • Financial Center Assistant Manager

    Jan 2023 - now

  • Senior Banker

    Jan 2022 - Jan 2023

  • Relationship Manager, Business Owner Specialist

    Jan 2021 - Jan 2022

  • Relationship Manager, Mortgage Lending Specialist

    Jan 2019 - Jan 2021

  • Relationship Manager, Business Specialist

    Jan 2014 - Jan 2019

  • Personal Banker, Financial Specialist

    Jan 2012 - Jan 2014

  • Personal Banker

    Jan 2008 - Jan 2012

  • Teller Operations Specialist

    Jan 2007 - Jan 2008