
Robert Estilo
Financial Center Manager Responsible for fostering a team environment and instilling an effective client-centric, sales and risk culture... | San Francisco, California, United States
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Robert Estilo’s Emails ro****@bo****.com
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Robert Estilo’s Location San Francisco, California, United States
Robert Estilo’s Expertise Financial Center Manager Responsible for fostering a team environment and instilling an effective client-centric, sales and risk culture within the center, demonstrating that we are here collectively to help our customers achieve their financial goals. Consistently met or exceeded Sales, Service and Operational Excellence goals General Management • Responsible for building client traffic, engaging and appropriately routing clients and client retention • Responsible for building and maintaining camaraderie amongst center associates, while ensuring all teammates drive collectively toward financial center goals “One Team Partner” Risk Management and Operational Excellence • Drive operational excellence by engaging staff on business strategy and performance results • Execute risk and service delivery strategy, and evaluate key performance indicators to identify opportunities for improvement • Emphasize the need to exceed metrics while also focusing on long-term strategies and goals • Adhere to and enforce internal and regulatory policies, procedures and processes • Proactively identify and manage risk in business, product and service transactions Client Experience & Revenue Growth • Know the center’s customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs • Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics • Choreograph customer traffic including direct routing of customers to specialists to help drive overall “One Team” revenue growth • Drive client relationship management and assist with sales and sales leadership • Understand the drivers of, and opportunities to enhance, client satisfaction in the financial center • Ensure tight connection with the market sales manager and other “One Team” leaders/partners
Robert Estilo’s Current Industry Bank Of America
Robert
Estilo’s Prior Industry
Bank Of America
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Work Experience

Bank Of America
Manager
Thu Jul 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bank Of America
Manager
— Present